CRM Transformation Specialist

4 weeks ago


London, Greater London, United Kingdom Phee Farrer Jones Full time
About Us

We're a forward-thinking organization that's driving transformative change through CRM and data analytics. Our team is passionate about working with enterprise-level clients in sectors like healthcare, insurance, and banking to tackle complex legacy systems and drive forward the next phase of their digital transformation.

The Challenge

Our client's CRM system is a complex beast, sending out 5000 emails per day, but segmentation is underutilized. We need someone who can work directly with developers to battle legacy challenges and implement a full marketing stack that aligns with modern practices. This is no ordinary CRM role - we're talking about deep integration, segmentation, and setting up tools where there are none.

Key Responsibilities
  • Lead CRM integration and segmentation strategy, working with legacy systems and developing new tools where needed.
  • Collaborate closely with developers to troubleshoot, update, and enhance CRM functionality in-house (not via agency).
  • Analyze and manage CRM data, driving email marketing campaigns that increase engagement and conversion.
  • Provide expert stakeholder management, particularly with internal teams handling legacy challenges and navigating resistance.
  • Take charge of digital transformation initiatives, ensuring they align with the company's long-term goals and are executable in real-time.
  • Work across departments to make sure CRM processes are integrated smoothly across the business's digital marketing stack.
Required Skills
  • CRM expertise (Salesforce experience preferred), particularly dealing with legacy systems.
  • Experience in segmentation and personalization for large-scale CRM operations
  • Ability to work with developers and manage internal relationships
  • Hands-on experience in digital transformation projects and data analysis.

We're committed to being a Disability Confident employer and strive to create an inclusive work environment.



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