Job Description

Posted 2 hours ago

A Charity are seeking a CRM Specialist to help manage and support their Dynamics CRM platform.

The CRM Specialist sits within the Product & Platforms function , part of the Digital, Data and Innovation team in the Organisational Effectiveness directorate. The team ensures that the data and systems are secure, efficient, and support evidence – based decision -making across all directorates.

The postholder is responsible for maintaining data quality, coordinating imports and exports, improving CRM functionality, and providing technical support to colleagues. They work closely with teams across the organisation to ensure data processes and reporting enable the charity to build meaningful relationships and deliver impactful campaigns.

Responsibilities

Manage and configure the CRM system to ensure accuracy, consistency, and optimal functionality across teams.
Monitor and improve data quality by implementing regular integrity checks, duplicate resolution, and data hygiene processes.
Collaborate with teams across the organisation to resolve CRM issues, test improvements and share knowledge.
Analyse and resolve data -related problems through root cause analysis and process improvement.
Provide technical support and guidance to CRM users, building confidence and capability across the organisation.
Contribute to the continuous improvement of data management by identifying opportunities for automation, efficiency, and alignment with best practice, feeding recommendations to the Data & Insight Lead.
Coordinate data imports, exports and reconciliations using SQL, SSIS, or any replacement tools where necessary, to maintain accurate records and reporting integrity.Skills and Experience

Proven experience working with Dynamics 365 system, including ability to troubleshoot operational errors
Proficiency in SQL including Hands‑on experience designing, developing, and deploying SSIS packages, including data extraction, transformation, and loading across multiple data sources
Excellent attention to detail and commitment to data quality
Ability to plan and prioritise multiple tasks and projects to meet deadlines
Strong communication skills with the ability to explain technical concepts clearly
Advanced Excel skills and experience handling large datasets