CRM Consultant

Shape CRM solutions that solve real business problems, working directly with customers from first workshop to go live.

We're looking for a driven and customer-focused CRM Consultant to join Workbooks and play a key role in delivering successful CRM projects. You'll be responsible for leading implementations from discovery through to go live, helping customers transform their sales, marketing, service, and operational processes through the effective use of Workbooks CRM.

Working closely with customer stakeholders, you'll configure and deliver CRM solutions that help organisations streamline operations and achieve better business outcomes.

Key responsibilities

Consulting & discovery

• Lead customer discovery workshops to understand business processes, objectives, and requirements
• Translate customer needs into clear and structured solution designs
• Challenge assumptions and recommend best-practice approaches that deliver better business outcomes
• Build trusted relationships with stakeholders throughout the project lifecycle
• Configure and customise Workbooks CRM to support sales, marketing, service, and operational processes
• Deliver implementation projects including planning, data migration, testing, training, and go-live support
• Support User Acceptance Testing (UAT) and resolve issues to ensure successful deployment
• Work with customers and technical teams to define integration and reporting requirements

Customer success & growth

• Conduct business reviews and best-practice workshops with existing customers
• Provide roadmap recommendations that help customers maximise value from their CRM investment
• Monitor project budgets, manage scope changes, and raise change requests where required
• Identify opportunities for additional modules, services, or enhancements and collaborate with account management teams

Skills & experience

Hands-on experience implementing or administering CRM platforms such as Workbooks, Salesforce, Dynamics 365, Hub Spot, or similar.

Consulting & discovery

Confident leading workshops, gathering requirements, and turning business needs into practical solutions.

Able to build credibility with customer stakeholders and communicate effectively at all levels of an organisation.

Business process understanding

Skilled at understanding how sales, marketing, service, and operational teams work, and translating those processes into CRM solutions.

Comfortable designing and configuring CRM systems that align with customer objectives and best practice.

Problem solving

Analytical approach to identifying challenges, evaluating options, and recommending effective solutions.

Technical confidence

Experience with data migration, reporting, integrations, and CRM administration. SQL knowledge is beneficial but not essential.

Organised and methodical, with the ability to manage multiple projects, priorities, and deadlines.

Understands project scope, budget management, and the importance of delivering value to customers.

Adaptability & innovation

Curious about new technologies and enthusiastic about adopting AI-assisted tools and ways of working.

Join a growing company and check out the rewards

• Share Options in Workbooks' long-term success
• 25 days holiday plus your birthday off
• Life Assurance & Pension scheme, Benefits platform
• Linked In Learning account
• Employee Assistance Programme
• Hybrid working: 3 days in the Reading office, 2 days working from home.
• Lunch provided every Thursday

What it's like inside Workbooks - Our company values

There’s lots of CRM companies out there – so why pick Workbooks? Well, we’re a little different to other providers.

Be the ideal team player

Collaboration is key to our success. We support,
motivate, and challenge each other to achieve the
best outcomes together.

Do the right thing

For everyone to thrive, we act with honesty,
integrity, and accountability in everything we do.

Get the right stuff done

We’re proactive and focused, prioritizing the work
that delivers the greatest impact and most
meaningful results.

It's all about the R

The R in CRM stands for relationship. Our
customers are at the heart of everything we do.

Two ears, one mouth

We listen actively, ask thoughtful questions, and
make sure we truly understand before we respond
or act.