CRM Systems Manager Vacancy

We are looking for a CRM Systems Manager to support the organisation’s transition to an improved data environment - ensuring data quality, insightful analysis, and efficient processes.

Working within the Business Insight team, you will assist in optimising how we utilise our Zoho software suite with a focus on the CRM system, improving data processes, and promoting best practices. As a member of a growing team, you will help oversee data operations, offer strategic insights, and foster data-driven decision-making.

We are looking for someone with considerable experience in CRM customisation and administration to enact best practices for a step-change improvement in the effectiveness of our CRM.

Main responsibilities and key activities

Data Strategy and Optimisation

• Lead in streamlining and restructuring existing data systems and processes
• Identify opportunities for automating data input and management to ensure accuracy and efficiency
• Have a working knowledge of CRM systems (Zoho preferred) and data management best practices
• Have awareness of programming and automation tools (experience is beneficial but not essential)
• Support the use of tools, such as AI, to enhance workflows, particularly around CRM data and insights
• Enhance data integrity and address challenges related to data misuse within the organisation
• Contribute to developing clear documentation and accountability frameworks to support operational excellence

CRM Oversight

• Provide actionable insights and research to stakeholders by analysing and interpreting key data.
• Support data-driven solutions to ongoing issues
• Contribute to initiatives to automate repetitive tasks and improve usability for key accounts and stakeholders
• Collaborate to develop tailored data solutions for various needs

Collaboration and Communication:

• Work closely with the business insight team (currently 3 members + manager) to support project alignment and success
• Liaise with stakeholders to maintain strong relationships and deliver effective outcomes
• Work with stakeholders across the business to address pain points and further CRM adoptions
• Collaborate with stakeholders and team members with strong interpersonal skills
• Maintain a proactive approach to learning and sharing best practices within a team
• Demonstrate confidence in contributing to projects and presenting insights effectively

Next steps?