Salary 

£35,000 - £40,000

Your opportunity

We have an opportunity for a skilled and proactive CRM Specialist in our Marketing and Growth team. In this role, you will work closely with our CRM Manager to optimise and enhance our Dynamics 365 system, integrating it into daily operations and enabling automated workflows. Your varied work will include executing campaigns, automating processes, supporting the development of data-driven strategy to ensure seamless collaboration across teams.

How you’ll make a difference

As a Dynamics-365 CRM Specialist, you will take the lead in understanding business needs, gathering requirements, and communicating with stakeholders. You will then collaborate with the CRM Manager in developing, optimising and managing our Dynamics 365 system to meet business objectives. This includes implementing automated workflows using Power Automate, configuring backend systems, and creating efficient customer journeys. Additionally, you will play a key role in training and supporting end-users, ensuring they can make the best use of the system. Your creativity and excellent communication skills will help to enthuse colleagues, enhance client engagement, and drive business growth.

You will:

• Collaborate with the CRM Manager to measure and track the sales pipeline, client experiences and service quality levels.

• Engage with senior stakeholders to understand business needs Support backend development and configuration of Dynamics 365, including creating and modifying tables, fields, forms, and views.

• Design and implement automated workflows using Power Automate to improve efficiency and reduce manual processes.

• Assist in managing, optimising and developing Dynamics-365 , focusing on engagement and usage, data integrity, security, integration, automation and reporting.

• Analyse client data to identify opportunities for improvement and growth, such as customer segmentation, behaviour patterns, preferences, and needs.

• Execute marketing campaigns, such as referral schemes, feedback surveys, and personalised communications..

• Build and optimise customer journeys with Dynamics- 365 to improve touchpoints, retention, and conversion.

• Share responsibility with the CRM Manager in providing training and support to users, including creating user manuals, conducting workshops and webinars, and troubleshooting issues.

• Reduce administrative tasks by automating as much as possible within the first month.

• Participate in broader digital projects to gain a comprehensive understanding of digital marketing and input into integration projects.

You’ll be ideal for this role if:

• You have 3+ years of experience in CRM roles, with extensive hands-on expertise in optimising Dynamics- 365 systems, including backend configuration.

• You have experience creating automated workflows using Power Automate and integrating CRM systems with other tools or platforms.

• You have strong expertise in customising Dynamics- 365, including field creation, table updates, and system enhancements.

• You possess excellent communication skills and can effectively engage with stakeholders at all levels.

• You are proficient in data analysis (ability to create PowerBI dashboards is a plus!)

• You are detail-oriented with strong analytical and problem-solving skills, ensuring high-quality performance and data integrity.

• You are skilled at building and optimising customer journeys for lifecycle stages such as onboarding, retention, and reactivation.

• You are tech-savvy and eager to learn and upskill, particularly in CRM and digital marketing.

What we can offer:

• Opportunities for professional development and upskilling through training with our third-party CRM partner, along with a training allowance.

• A variety of digital projects, providing a broader understanding of digital marketing and CRM integration.

• A collaborative and dynamic work environment where your creativity and communication skills will be highly valued.

We know you have a lot to offer, which is why we want to give you the freedom to thrive no matter who you are or what your background is. You will have every opportunity to use your creativity in how you approach your work and the support to innovate.

Inclusion, diversity and talent development are a fundamental aspect of who we are, and we welcome applications from candidates who share and champion these values. You will play an integral part in helping to make BKL a great place to work with a sense of belonging for everyone.

High Challenge, High Support

If you enjoy problem-solving and a fast-changing environment, you will thrive in this role.

As in all BKL roles, you will be able to take a flexible approach: balancing independent work with teamwork, and remote working with time in the office with colleagues.

You can get an insight into life at BKL on this page or by browsing our social media.

We’re proud to be one of the few Certified B Corporations in the accountancy sector. In joining us, you’ll become part of a business that’s committed to balancing profit and purpose.

Take your Next Step

If this sounds like the role for you, and BKL sounds like the place for you, we’d be delighted to talk with you about the career you could build here. That begins with an application via our jobs portal...

Part of how we’ll get to know you, and make sure we’d work well together, is aptitude & psychometric testing during our selection process.

The start date of this role is as soon as possible... so we’re ready when you are!

About BKL

BKL are a Top 50 accountancy & advisory firm operating in North and Central London. We support entrepreneurs, high net worth individuals and owner-managed businesses. Our expertise covers key sectors such as property and construction, financial services and not-for-profit. We offer a comprehensive suite of services including tax consultancy, audit & assurance, accounts, corporate finance and payroll, plus a range of consultancy that includes commercial finance, HR, IT and sustainability.