Technical Operations Lead

2 weeks ago


Liverpool, Liverpool, United Kingdom Believe Full time

Overview of the Role:

We are seeking a highly motivated and experienced Crm and Operations Manager to join our team at Believe. The salary for this role is £60,000 - £70,000 per annum, depending on experience.

Main Objectives:

  • To lead the adoption of our CRM system across the organisation.
  • To work closely with internal stakeholders to ensure seamless integration and efficient use of the system.
  • To develop and implement ongoing training, communication and implementation plans to drive consistent and effective CRM use across all teams.

Responsibilities:

As a Crm and Operations Manager, you will be responsible for:

  • Maximising CRM ROI by enhancing understanding, ensuring consistent usage, promoting adoption, maintaining data integrity and facilitating development requests across Sentric/Believe.
  • Internal Stakeholder Management: Collaborate closely with key stakeholders including the Client Services Support Manager, Marketing team, Business Development team, Sales Operations, Client Services Manager and the Insights team.
  • External Stakeholder Management: Liaise with external stakeholders, including the CRM account and sales manager, as well as other third-party suppliers.
  • Lead CRM Adoption: Champion the consistent and appropriate adoption of the CRM system across Sentric, ensuring its value is widely understood and embraced by all teams.
  • Business and Process Change Implementation: Lead on implementing business and process changes, providing strategic input and practical solutions related to the CRM system.
  • Security Measures: Create and maintain security measures across the CRM to protect sensitive data, approval hierarchy and ensure compliance with relevant regulations.
  • Stakeholder Engagement: Own and facilitate regular CRM stakeholder meetings, ensuring open communication, collaboration and alignment with business goals.
  • Training, Support and Documentation: Provide comprehensive training and support through sessions and the production of resources, ensuring all teams maximise their use of the CRM.
  • Data Integrity and Insights: Work closely with the Insights team to regularly review the approach to data integrity, taking action to ensure consistency, reduce duplication and improve accuracy within the CRM.
  • Dashboard and Reporting: Take ownership of CRM-specific reporting across service, marketing and sales processes that sit within the CRM.
  • Process Improvement: Continually review, maintain and enhance processes within the CRM that deliver measurable benefits to both staff and members.
  • Automation Development: Collaborate with marketing, business development, client services, sync and legal teams to develop and implement automated CRM solutions.
  • Development Prioritisation: Work with teams across Sentric to identify and prioritise areas for CRM development that will have the most significant impact.

Requirements:

To be successful in this role, you will need 3–5 years of proven experience within CRM management, ownership or a CRM solutions implementation role. You must have excellent communication skills, with the ability to translate technical requirements into business needs and vice versa.

What We Offer:

We offer a competitive salary of £60,000 - £70,000 per annum, depending on experience, plus a range of benefits including private health care, pension plan, 25 days annual leave, life assurance and long-term disability cover, access to a digital mental health and well-being platform, tailor-made training and coaching program, and enhanced sickness pay and maternity/paternity cover. We are an equal opportunities employer and welcome applications from all backgrounds and all sections of the community regardless of age, disability, gender, race, religion and sexual orientation.



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