CRM Consultant

CRM Consultant

Central London, majority office-based initially, then hybrid working

Our client is a specialist consultancy helping charities and not-for-profits get more out of their data and CRM systems.

They are a trusted name in the sector, growing steadily and building a team of consultants who are as comfortable configuring a CRM as they are sitting across the table from a client explaining why their processes need a rethink.

If you want real progression, real responsibility and to make a real impact then this could be a great opportunity for you.

The opportunity:

Working predominantly with charities, educational institutions and mission-led organisations, you will help clients solve complex data challenges, streamline processes and unlock the full value of their CRM platforms.

We are looking for solid hands-on CRM configuration experience, with client-facing experience.

This position offers structured learning & development designed to strengthen both your technical expertise and consulting capability. You will transition into delivering strategic, high-impact CRM solutions to a varied client base.

If you enjoy building trusted relationships, leading meaningful stakeholder conversations and combining technical depth with strategic thinking, this role offers the ideal balance.

As a CRM Consultant, you will:

• Lead and manage a portfolio of clients, acting as their primary point of contact and trusted advisor.
• Oversee the full client lifecycle, from early-stage prospect conversations through to long-term account development.
• Configure, customise and optimise CRM systems to meet each organisation’s specific needs.
• Guide clients through end-to-end CRM implementations, including discovery, requirements gathering, system configuration, testing, go-live and ongoing support.
• Manage complex projects such as data migrations, system integrations, vendor selection and procurement processes.
• Identify opportunities to enhance operational efficiency, for example improving donor journeys through better system integration and process mapping.
• Deliver engaging training sessions that empower client teams to maximise adoption and long-term value.
• Analyse data and user feedback to generate actionable insights that support informed decision-making.
• Conduct regular strategic reviews to ensure continued alignment with client goals and identify areas for growth.
• Contribute to new business development by leading prospect meetings and supporting proposal creation.
• Document technical decisions, configurations and best practice guidance in a clear, structured manner.

You will play a key role in driving both client success and business growth.

About you:

You have hands-on experience configuring at least one leading CRM platforms, ideally Dynamics 365, Salesforce, Donorfy, Raiser’s Edge or a comparable system.

You may currently be working as a:

• CRM Consultant
• Database Manager / Database Officer / Database Executive
• CRM Administrator / CRM Executive

…and you’re ready to step into a broader, more strategic role.

You will bring:

• Experience in stakeholder-heavy or client-facing environments, where relationship-building is central.
• Confidence managing multiple client accounts simultaneously.
• A strong understanding of how organisations use CRM systems to manage relationships and drive engagement.
• The ability to translate technical concepts into clear, accessible language.
• A structured, detail-oriented and analytical approach to problem-solving.
• Experience working with charities, not-for-profits, independent schools or higher education institutions (highly desirable).

Most importantly, you are motivated by helping organisations use technology more effectively and by building long-term partnerships that create measurable impact.

The offering:

• Structured training and mentoring to develop both your technical and consulting capability.
• The chance to work with purpose-driven organisations making a real social impact.
• A genuinely varied role combining client interaction, problem-solving and hands-on system work.
• A supportive, growing consultancy where progression comes with capability.