CRM Consultant - Reading
CRM Consultant - Reading
Reading
Starting salary of £30-40k DOE
Our client is seeking an experienced CRM Consultant to support both new business acquisition and successful client delivery. This role combines pre-sales consulting with hands-on CRM implementation, business process optimisation, and the application of AI-enabled capabilities. The position works at the intersection of business strategy and technology, supporting organisations in improving customer relationship management.
Responsibilities
- Partner with sales teams to understand prospect requirements and design effective CRM solutions
- Lead discovery sessions and workshops to identify business needs and digital transformation opportunities to be relayed to the programming team
- Deliver CRM demonstrations, technical presentations, and proof-of-concepts during the sales cycle
- Contribute to proposals, solution designs, statements of work, and effort estimates
- Lead end-to-end CRM implementations from requirements gathering through go-live and post-launch support
- Configure and customise CRM platforms to align with business processes and workflows
- Design and implement business process improvements to drive efficiency and user adoption
- Integrate CRM systems with enterprise applications, data sources, and third-party tools
- Plan and execute testing, data migration, and change management activities
- Identify and implement AI-enabled CRM capabilities to deliver actionable insights and automation
Requirements
Experience
- Minimum of 18 months' experience in a consulting and implementation role involving business management software / SaaS
- Experience delivering CRM or similar enterprise system implementations
- Demonstrated involvement in pre-sales activities, solution design, or client-facing consulting engagements
- Experience supporting change management and user adoption initiatives
- Strong understanding of sales, marketing, and customer service business processes
- Experience with business process modelling, analysis, and optimisation methodologies
- Working knowledge of AI and machine learning concepts and their application within CRM platforms
- Ability to translate business requirements into technical solutions
- Full UK Driving License and access to your own vehicle.
Professional Competencies
- Excellent verbal and written communication skills
- Strong presentation and workshop facilitation capabilities
- Consultative, client-focused approach to problem solving
- Ability to manage multiple stakeholders and priorities
What Is Offered
- Full training on the CRM system
- Performance-based career development opportunities
- Exposure to diverse projects across multiple industries
- Professional development and certification support
- Collaborative working environment with experienced practitioners
If you are an experience SaaS / CRM Consultant and eager to move into an excellent role, click 'Apply Now' or send your CV directly to faye . landells @ circlerecruitment . com
Keywords: CRM Consultant / Presales / CRM / Client / Account Management / Reading
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