CRM Specialist
Posted 4 days 17 hours ago by Blue Legal
Location: London
Salary: Market Rate
Salary band: Dependant upon experience
Contract type: Permanent
Date posted: 26th March 2025
A leading accountancy firm is seeking a skilled and proactive CRM Specialist to join their Marketing and Growth team. The role involves executing campaigns, automating processes, and supporting data-driven strategy development to ensure seamless collaboration across teams. The ideal candidate will have 2-3 years of Dynamics 365 experience and proficiency with marketing campaigns.
The Responsibilities:
- Collaborate with the CRM Manager to develop and optimise the system to align with business objectives.
- Lead efforts to understand business needs, gather requirements, and communicate with stakeholders.
- Implement automated workflows using PowerAutomate to improve efficiency and reduce manual processes.
- Support back-end development and configuration of Dynamics 365, including managing tables, fields, forms, and views.
- Train and support end-users to optimise system usage.
- Measure and track sales pipeline, client experiences, and service quality levels with the CRM Manager.
- Analyse client data to identify growth opportunities through segmentation, behaviour patterns, and preferences.
The Candidate:
- 2-3 years of CRM experience, with expertise in configuring and optimising Dynamics 365 systems, including backend work.
- Skilled in creating automated workflows with PowerAutomate and integrating CRM with other platforms.
- Strong communication skills and the ability to engage stakeholders at all levels, with a keen eye for data analysis and system customisation.
- Experience in building customer journeys for lifecycle stages such as onboarding, retention, and reactivation; problem-solving and analytical skills are essential.
- Tech-savvy and eager to learn, particularly in CRM and digital marketing; creating PowerBI dashboards is a plus.
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