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Dynamics 365 CRM Specialist

Dynamics 365 CRM Specialist

On site

London, United kingdom

Full Time

26-03-2025

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Job Specifications

A leading accountancy firm is looking for a skilled and proactive CRM Specialist to join their Marketing and Growth team. The role will involve executing campaigns, automating processes, and supporting the development of data-driven strategy to ensure seamless collaboration across the teams. The ideal candidate will have 2-3 years of Dynamics 365 experience, as well as proficiency with marketing and campaigns.

The Responsibilities:

Collaborate with the CRM Manager to develop and optimise the system to align with business objectives.
Lead efforts to understand business needs, gather requirements, and communicate with stakeholders.
Implement automated workflows using PowerAutomate to improve efficiency and reduce manual processes.
Support backend development and configuration of Dynamics365, including managing tables, fields, forms, and views.
Play a key role in training and supporting end-users to optimize system usage.
Measure and track sales pipeline, client experiences, and service quality levels with the CRM Manager.
Analyse client data to identify opportunities for growth through segmentation, behaviour patterns, and preferences.

The Candidate:

2-3 years of experience in CRM roles with expertise in optimising and configuring Dynamics-365 systems, including backend work.
Skilled in creating automated workflows using PowerAutomate and integrating CRM systems with other platforms.
Strong communication skills with the ability to engage stakeholders at all levels and a keen eye for detail in data analysis and system customisation.
Proficient in building customer journeys for lifecycle stages like onboarding, retention, and reactivation, with problem-solving and analytical skills.
Tech-savvy and eager to learn, particularly in CRM and digital marketing, with the ability to create PowerBI dashboards a plus.

Please note: Due to the specific sectors we work in, only candidates with valid work experience in a Law Firm, Accountancy Firm, Management Consultancy, Property/Construction Firm, Financial Services Firm or a high profile relevant Association or Agency will be considered. We regret that our clients will not accept applications outside of these areas.

About the Company

Executive Recruitment - Legal and Professional Services At Blue Legal we are dedicated to providing a market leading recruitment, executive search and human resource consultancy. We work exclusively with leading legal, accountancy, property and consultancy firms and banks. We manage an outstanding calibre of applicants and aim to achieve effective and lasting matches for both clients and candidates. With over 50 years of combined experience, the secret of our success lies in the fact that we focus on our key market sector... Know more