3 of 3 CRM Consultant Jobs in the UK excluding London

CRMConsultant CentralLondon,majorityoffice-basedinitially,thenhybridworking Ourclientisaspecialistconsultancyhelpingcharitiesandnot-for-profitsgetmoreoutoftheirdataandCRMsystems. Theyareatrustednameinthesector,growingsteadilyandbuildingateamofconsultantswhoareascomfortableconfiguringaCRMastheyaresittingacrossthetablefromaclientexplainingwhytheirprocessesneedarethink. Ifyouwantrealprogression,realresponsibilityandtomakearealimpactthenthiscouldbeagreatopportunityforyou. Theopportunity: Workingpredominantlywithcharities,educationalinstitutionsandmission-ledorganisations,youwillhelpclientssolvecomplexdatachallenges,streamlineprocessesandunlockthefullvalueoftheirCRMplatforms. Wearelookingforsolidhands-onCRMconfigurationexperience,withclient-facingexperience. Thispositionoffersstructuredlearning&developmentdesignedtostrengthenbothyourtechnicalexpertiseandconsultingcapability.Youwilltransitionintodeliveringstrategic,high-impactCRMsolutionstoavariedclientbase. Ifyouenjoybuildingtrustedrelationships,leadingmeaningfulstakeholderconversationsandcombiningtechnicaldepthwithstrategicthinking,thisroleofferstheidealbalance. AsaCRMConsultant,youwill: Leadandmanageaportfolioofclients,actingastheirprimarypointofcontactandtrustedadvisor. Overseethefullclientlifecycle,fromearly-stageprospectconversationsthroughtolong-termaccountdevelopment. Configure,customiseandoptimiseCRMsystemstomeeteachorganisationsspecificneeds. Guideclientsthroughend-to-endCRMimplementations,includingdiscovery,requirementsgathering,systemconfiguration,testing,go-liveandongoingsupport. Managecomplexprojectssuchasdatamigrations,systemintegrations … vendorselectionandprocurementprocesses. Identifyopportunitiestoenhanceoperationalefficiency,forexampleimprovingdonorjourneysthroughbettersystemintegrationandprocessmapping. Deliverengagingtrainingsessionsthatempowerclientteamstomaximiseadoptionandlong-termvalue. Analysedataanduserfeedbacktogenerateactionableinsightsthatsupportinformeddecision-making. Conductregularstrategicreviewstoensurecontinuedalignmentwithclientgoalsandidentifyareasforgrowth. Contributetonewbusinessdevelopmentbyleadingprospectmeetingsandsupportingproposalcreation. Documenttechnicaldecisions,configurationsandbestpracticeguidanceinaclear,structuredmanner. Youwillplayakeyroleindrivingbothclientsuccessandbusinessgrowth. Aboutyou: Youhavehands-onexperienceconfiguringatleastoneleadingCRMplatforms,ideallyDynamics365,Salesforce,Donorfy,RaisersEdgeoracomparablesystem. Youmaycurrentlybeworkingasa: CRMConsultant DatabaseManager/DatabaseOfficer/DatabaseExecutive CRMAdministrator/CRMExecutive andyourereadytostepintoabroader,morestrategicrole. Youwillbring: Experienceinstakeholder-heavyorclient-facingenvironments,whererelationship-buildingiscentral. Confidencemanagingmultipleclientaccountssimultaneously. AstrongunderstandingofhoworganisationsuseCRMsystemstomanagerelationshipsanddriveengagement. Theabilitytotranslatetechnicalconceptsintoclear,accessiblelanguage. Astructured,detail-orientedandanalyticalapproachtoproblem-solving. Experienceworkingwithcharities,not-for-profits ...

Dynamics 365 CRM/Power Platform Consultant Rate: £350 – £450 per day Contract: 3–6 months initial Location: UK (Hybrid/Remote) We are supporting a well-established UK technology organisation that is undertaking a review of its Microsoft Dynamics and Power Platform estate. They are looking … engage a Dynamics 365 CRM/Power Platform Consultant to carry out a detailed audit of the existing environment and provide recommendations for improvement. This role will focus on reviewing the current Dynamics 365 and Power Platform setup, assessing configuration, governance and platform usage, and identifying areas ...

currently partnering with a specialist, CRM consultancy that works exclusively with small and mid-sized charities across the UK. They are a certified Beacon CRM partner and also deliver selected Salesforce projects within the not-for-profit space. Their work supports organisations with fundraising, case management, volunteering … impact reporting systems. Helping charities operate more effectively and focus on delivering real social impact. This is not a traditional internal CRM admin role. Its an opportunity to step into consultancy within the charity technology space, working across multiple organisations and full lifecycle implementation projects. The Role Youll initially ...