CRM Lead

Interim CRM Lead (D365) - (6 Month FTC)

Location: London (Hybrid, minimum 2 days per week) | 6 Month Fixed-Term Contract | Salary: Up to £65,000 (Pro-rata) | Occasional travel to Birmingham office (Expensed)

We're supporting a leading charity organisation in the search for an Interim Head of Fundraising & Marketing CRM and Insights on a 6-month fixed-term contract. This is a high-impact leadership opportunity for an experienced CRM, data and insights professional to drive CRM adoption, optimise fundraising performance, and lead data-driven decision making across the organisation.

About the Organisation

This well-established national charity is committed to delivering meaningful change and improving outcomes for the people it supports. With significant investment in digital transformation and data capabilities, this role will play a critical part in maximising the value of their Microsoft Dynamics platform and insight function.

Why Join?

• Lead a major Microsoft Dynamics CRM transformation programme
• Shape CRM strategy, adoption and governance at leadership level
• Drive data, reporting and insight capabilities across fundraising and marketing
• Work within a collaborative and purpose-driven environment

Responsibilities

• Lead and develop the CRM and Insights teams, ensuring delivery of strategic and operational objectives.
• Act as Systems Owner for Microsoft Dynamics CRM, driving adoption, governance and continuous improvement.
• Reinvigorate and complete an ongoing CRM migration programme, embedding effective change management practices.
• Lead the transition of data and functionality from Legacy Dynamics platforms into modern solutions.
• Drive process automation initiatives across Microsoft 365 technologies.
• Oversee CRM operations, supporter data management, reporting and Power BI insight delivery.
• Ensure compliance across supporter data, Gift Aid processes, GDPR and fundraising regulations.
• Manage key supplier relationships, budgets, forecasting and departmental performance.

Requirements

• Proven experience leading a successful Microsoft Dynamics CRM migration and adoption programme.
• Significant experience managing and optimising CRM platforms and supporter/customer databases.
• Strong leadership experience managing multi-disciplinary teams.
• Experience delivering strategic transformation and change management initiatives.
• Excellent stakeholder management and communication skills.
• Strong understanding of data governance, GDPR and regulatory compliance.
• Experience managing budgets, operational plans and performance frameworks.

Desirable Experience

• Microsoft Dynamics 365 certification (MB-910 or equivalent).
• Experience with Microsoft Power Platform and Microsoft Fabric.
• Fundraising, charity sector or supporter services experience.
• Strong background in business intelligence, analytics and Power BI reporting.

Location, Salary, Benefits, Working Pattern

London (Hybrid, minimum 2 days per week in the office), 6 Month Fixed-Term Contract, salary up to £65,000 plus excellent benefits.

We welcome applicants from all backgrounds. Our client is an equal opportunities employer.

At Xpertise, we keep things human. Your application will always be reviewed by a real person. We do not rely on AI or automated screening tools. Every candidate receives fair, considered attention from our team.

Right to work in the UK is required for this role.