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Would you like to work for a Certified B Corporation Accountancy business, that are committed to balancing profit with purpose? The business provides expert services in tax consultancy, audit, accounts, and corporate finance, supporting entrepreneurs, high-net-worth individuals, and owner-managed businesses across the UK.
As the CRM Specialist, you'll optimise and manage the Dynamics 365 system, implementing automated workflows configuring backend systems, and creating streamlined customer journeys.
The Role:
- Support the CRM Manager in tracking the sales pipeline, client experiences, and service quality levels.
- Configure and develop backend Dynamics365 systems, including tables, fields, and automated workflows.
- Design marketing campaigns and enhance customer journeys, improving retention and conversion.
- Deliver training, user support, and troubleshooting for Dynamics365.
- Contribute to digital marketing projects and broader integration initiatives.
The Candidate:
- 3+ years of CRM experience with hands-on expertise in Dynamics365 configuration and optimisation.
- Proficient in creating automated workflows and integrating CRM with other tools.
- Strong data analysis skills (PowerBI knowledge is a plus).
- Exceptional communication and stakeholder engagement abilities.
- Proven track record of optimizing customer journeys across lifecycle stage.
We Are Aspire Ltd are a Disability Confident Commited employer
