CRM Consultant
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 role:
Joining as a CRM Consultant, you will need to bring hands-on CRM configuration experience to build on.
You will receive structured training in-house to deepen your technical capability and sharpen your consulting skills. The goal will be to move beyond ‘system admin’ and into delivering high-quality consultancy services to external clients.
You will work closely with charities and not-for-profits, helping them untangle data challenges, improve processes, and actually use their CRM’s capabilities.
If you enjoy trusted partnerships, stakeholder conversations, and getting deep into the detail of how systems work, this could offer the perfect blend in a role.
What you will be doing:
As a CRM Consultant, you will
- Act as a key client-facing representative and subject matter expert throughout the relationship lifecycle, from prospect meetings to ongoing account management.
- Maintain and execute core database administration tasks across client CRM systems.
- Deliver training to client teams, helping them get maximum value from the systems you support or design.
- Guide clients through full CRM and data implementation lifecycles – requirements gathering, configuration, go-live and post-implementation support.
- Document configuration decisions, technical research and best practice in a clear, structured way.
- Contribute to and write client proposals outlining recommended solutions.
About you:
You will need experience configuring at least one major CRM system – ideally Dynamics 365, Salesforce, Donorfy, Raiser’s Edge or similar.
You might currently be a:
- Database Manager / Database Executive / Database Officer
- CRM Administrator / CRM Executive / Junior CRM Consultant
- Data Manager / Data Specialist / Data Executive
And you are ready for the next step.
You will bring:
- Experience in a stakeholder-heavy or client-facing role (customer success, support, consulting, fundraising, operations – people-focused).
- Solid CRM experience and a genuine interest in how organisations use systems to manage relationships.
- The ability to explain technical concepts clearly to non-technical users.
- Strong attention to detail and a structured, logical approach to problem-solving.
- Exposure to charities or not-for-profits would be a bonus.
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.