CRM Manager

3 weeks ago


London, United Kingdom membershipbespoke Full time

**CRM Manager - 1 year fixed term contract**

**Professional Body - Membership Organisation**

**Central London with hybrid working**

**Salary - £41,000 pa**

**Temporary 12 Months**

**You will need to be on a short notice period or immediate start - please indicate this when applying.**

Our client a professional body - membership organisation is looking for an Interim CRM Manager Manager for 12 months.

The CRM Manager role is responsible for the management and development of the Customer Relationship Management platform. The CRM is critical to the day to day running of the organisation. The organisation is also looking to make more use of data stored inCRM to provide better business intelligence and insight into its activities.

The role requires technical knowledge and experience as well as an awareness of best practice for membership organisation activity.

**Skills/Knowledge required**:

- Extensive knowledge of the customisation and administration of Microsoft Dynamics 365
- Good knowledge of databases and their structures
- Experience in SQL Server, T-SQL scripting, data transformations
- Skilled in Excel
- Working knowledge of Microsoft SharePoint.
- Knowledge of GDPR and other legal requirements around the holding, sharing and usage of information
- Knowledge of communications best practice

**Responsibilities** The CRM Manager’s main responsibilities are:

- Working closely with all departments to ensure the CRM works effectively for all aspects of the company.
- Identifying process improvements to leverage greater use of CRM automation, personalisation and membership experience
- Customisation of Dynamics 365: creating new CRM entities, forms, adding fields, creating dashboards, reports & marketing lists, setting up workflows and automated processes where necessary
- Administration of Dynamics 365: creating new users, business units and teams, managing licences, security roles and settings
- Training e.g. training all new staff on how to use CRM, monitor staff usage i.e. making sure all staff members are using Dynamics 365 and using it correctly, make sure all staff are aware of best practice and data protection
- Create and update training documentation and videos for staff
- Business Intelligence - identifying insights and trends from the data to better inform the business as a whole
- Create the annual Value for Money report.
- Ensuring the CRM remains GDPR compliant and meets other legal requirements
- Maintenance and troubleshooting - ensuring everything is working as it should be, keeping an eye on storage, third party APIs and their integrations etc.
- Testing bug fixes in CRM and related parts of the website portal
- Help resolve support tickets from website users where CRM is the issue
- Support Communications team; help provide insight and data to improve personalised, dynamic and relevant communications
- Testing Microsoft releases, reporting on any affected customisations and liaising with partners to ensure impact is minimised.
- Managing third party suppliers - first point of contact liaising with their support team if there’s a problem that can’t be resolved internally
- Managing CRM Reps and internally promoting awareness of CRM capabilities and best practices


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