CRM Manager

Blue Legal is partnering with a leading UK accountancy and business advisory firm, seeking a CRM Product Manager to join their Sales and Marketing team. The role will focus on managing the firm’s Microsoft Dynamics 365 CRM platform, ensuring it drives commercial value, supports adoption, and aligns with growth priorities. The CRM Product Manager will oversee performance management, drive CRM adoption, and ensure data quality to support business development efforts.

The Responsibilities:

• Collaborate with the Product Owner to define the CRM product vision and translate it into a clear roadmap and quarterly delivery plan.
• Lead a cross-functional taskforce to manage the delivery backlog, ensuring trade-offs are carefully balanced.
• Work closely with the D365 Solution Manager/Tech Lead on sprint planning, releases, and governance.
• Take ownership of the operational performance of CRM, delivering a monthly performance pack.
• Drive adoption strategies for CRM Business Operations, including training plans, guidance, usage standards, and targeted interventions.
• Partner with the Data Office to ensure alignment on data standards and prioritise data quality improvements alongside feature delivery.
• Represent CRM within the wider ERP/Product Network and coordinate shared change planning when needed.
• Lead and develop the CRM Business Operations team, establishing clear workflows and promoting continuous improvement.

The Candidate:

• Extensive CRM product management or senior CRM leadership experience in a complex organisation.
• Strong expertise in Microsoft Dynamics 365 and the ability to translate commercial requirements into product decisions.
• Proven track record in managing structured delivery governance with technical teams, including sprint/release planning and testing.

• Please e-mail your CV and covering letter in the strictest confidence to rumman.ahmed@bluelegal.com

Once you have sent your CV, feel free to telephone me on 0207 118 3003.

Please note: Due to the specific sectors we work in, only candidates with valid work experience in a Law Firm, Accountancy Firm, Management Consultancy, Property/Construction Firm, Financial Services Firm or a high profile relevant Association or Agency will be considered. We regret that our clients will not accept applications outside of these areas.

Blue Legal offers the services of an employment agency for permanent work and an employment business for temporary work.

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