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CRM Consultant
Central London, majority office-based
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.
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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.
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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.
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