CRM Manager; Dynamics 365
Listed on 2026-02-16
-
IT/Tech
CRM System
***** PLEASE READ - This role will be remote heavy, requiring you to attend the head office located in Norfolk a minimum of 6 times per year and this will be at your own expense for travel and accommodation*****
**** MUST have current/ recent commercial experience with Dynamics
365 (D365)****
Customer Relationship Management, CRM Officer, CRM Manager, CRM Product Manager, MS Dynamics 365, Dynamics
365, Microsoft, Data & GDPR.
You will manage the business CRM to ensure it is properly used, effective data management process workflows are implemented and maintained to ensure that supporters’ data quality and integrity is compliantly maintained.
You will be the CRM product manager ensuring that the business can deliver on its fundraising, CRM and digital strategies. As CRM Officer you will be responsible for the management of the Change Request process, including both the gathering of detailed requirements for user proposed changes as well as the appropriate triaging of all incoming CRM requests and tickets to ensure they are correctly allocated for follow up against clear SLAs and that a feedback loop is in place to users and line management.
THE ROLE70% - CRM Management; Data, Financial & GDPR compliance. Dynamics
365 Configuration. Maintain industry knowledge. Work with IT and cross functional teams.
25% - CRM Collaboration & Change Management: Liaise with charity teams. Collaborate with fundraising, communications and finance teams. Building key relationships. Provide CRM inductions and guidance/ training when needed.
5% - Other: Adhere to policies and procedures. Undertake any other duties that may be required.
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