CRM Consultant
hace 19 días
London
CRM Consultant Central London, majority office-based initially, then hybrid working Our client is a specialist consultancy helping charities and not-for-profits get more out of their data and CRM systems. They are a trusted name in the sector, growing steadily and building a team of consultants who are as comfortable configuring a CRM as they are sitting across the table from a client explaining why their processes need a rethink. If you want real progression, real responsibility and to make a real impact then this could be a great opportunity for you. The opportunity: Working predominantly with charities, educational institutions and mission-led organisations, you will help clients solve complex data challenges, streamline processes and unlock the full value of their CRM platforms. We are looking for solid hands-on CRM configuration experience, with client-facing experience. This position offers structured learning & development designed to strengthen both your technical expertise and consulting capability. You will transition into delivering strategic, high-impact CRM solutions to a varied client base. If you enjoy building trusted relationships, leading meaningful stakeholder conversations and combining technical depth with strategic thinking, this role offers the ideal balance. As a CRM Consultant, you will: • Lead and manage a portfolio of clients, acting as their primary point of contact and trusted advisor., • Oversee the full client lifecycle, from early-stage prospect conversations through to long-term account development., • Configure, customise and optimise CRM systems to meet each organisation’s specific needs., • Guide clients through end-to-end CRM implementations, including discovery, requirements gathering, system configuration, testing, go-live and ongoing support., • Manage complex projects such as data migrations, system integrations, vendor selection and procurement processes., • Identify opportunities to enhance operational efficiency, for example improving donor journeys through better system integration and process mapping., • Deliver engaging training sessions that empower client teams to maximise adoption and long-term value., • Analyse data and user feedback to generate actionable insights that support informed decision-making., • Conduct regular strategic reviews to ensure continued alignment with client goals and identify areas for growth., • Contribute to new business development by leading prospect meetings and supporting proposal creation., • Document technical decisions, configurations and best practice guidance in a clear, structured manner. You will play a key role in driving both client success and business growth. About you: You have hands-on experience configuring at least one leading CRM platforms, ideally Dynamics 365, Salesforce, Donorfy, Raiser’s Edge or a comparable system. You may currently be working as a: • CRM Consultant, • Database Manager / Database Officer / Database Executive, • CRM Administrator / CRM Executive …and you’re ready to step into a broader, more strategic role. You will bring: • Experience in stakeholder-heavy or client-facing environments, where relationship-building is central., • Confidence managing multiple client accounts simultaneously., • A strong understanding of how organisations use CRM systems to manage relationships and drive engagement., • The ability to translate technical concepts into clear, accessible language., • A structured, detail-oriented and analytical approach to problem-solving., • Experience working with charities, not-for-profits, independent schools or higher education institutions (highly desirable). Most importantly, you are motivated by helping organisations use technology more effectively and by building long-term partnerships that create measurable impact. The offering: • Structured training and mentoring to develop both your technical and consulting capability., • The chance to work with purpose-driven organisations making a real social impact., • A genuinely varied role combining client interaction, problem-solving and hands-on system work., • A supportive, growing consultancy where progression comes with capability.