Financial Services CRM Expert

4 days ago


London, Greater London, United Kingdom We Are Aspire Full time
Job Title: Financial Services CRM Expert

About the Role:
We Are Aspire Ltd is a Certified B Corporation Accountancy business, committed to balancing profit with purpose. Our company provides expert services in tax consultancy, audit, accounts, and corporate finance, supporting entrepreneurs, high-net-worth individuals, and owner-managed businesses across the UK.

The ideal candidate will have 3+ years of CRM experience with hands-on expertise in Dynamics365 configuration and optimisation. Proficiency in creating automated workflows and integrating CRM with other tools is also required. Strong data analysis skills, including PowerBI knowledge, are an added advantage. Exceptional communication and stakeholder engagement abilities are essential for success in this role.

Key Responsibilities:
  • Support the CRM Manager in tracking the sales pipeline, client experiences, and service quality levels.
  • Configure and develop backend Dynamics365 systems, including tables, fields, and automated workflows.
  • Design marketing campaigns and enhance customer journeys, improving retention and conversion.
  • Deliver training, user support, and troubleshooting for Dynamics365.
  • Contribute to digital marketing projects and broader integration initiatives.

What We Offer:
  • A competitive salary of £40,000 - £60,000 per annum, based on experience.
  • An opportunity to work with a Disability Confident Committed employer.
  • A collaborative and dynamic work environment.
  • Ongoing professional development and training opportunities.


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