CRM Delivery Lead

Role – CRM Delivery Lead

Salary – £60k-£70k

Location – Remote – London Office Occasionally

Benefits – 25 days holiday, Private healthcare, Professional development

Our client has an incredibly exciting new opportunity available and is looking for a CRM Delivery Lead to join their team. The company is expanding globally and has schools within Europe, America and Asia catering to the educational needs and support. This role is a key senior role and will be responsible for the company’s applications including their global corporate systems, digital web presence, and the wealth of innovative digital learning applications.


The role of the CRM Delivery Lead is to provide key business / Marketing team partners with a single IT service delivery point of contact and to oversee the direction and guidance of the CRM BAU and Project technical resources.

Reporting to the Global Head of Applications, the role will play a key part in the technical roadmap for IT CRM systems. The role requires a balance of leadership and technical oversight, to ensure service delivery that meets the business needs.

Working closely with the Marketing & Sales teams, the role will provide guidance on all future system changes and will oversee the adequacy & quality of the service delivery. This is a global role, supporting the client Group of Companies and schools throughout the world.

Key Accountabilities

  • Understanding the business domain and help implementing new functionalities of CRM solutions like Enquiries, Leads, Admissions, Marketing Events & Campaigns etc.
  • Provide guidance and steering to the technical IT CRM resources in both BAU and Project teams
  • Oversee administration and monitoring of the Dynamics and other CRM systems
  • Building and maintaining a roadmap of CRM projects that integrates into the broader IT Strategy and aligns with Marketing and key product and process owners.
  • Engage in Release Preview business process testing for ongoing CRM systems delivery
  • Plan the delivery of system upgrades with minimal system & business disruption
  • Identify potential areas in need of process and performance improvements
  • Create, plan, and align implement improvements to CRM Systems in line with business requirements.
  • Oversee the CRM systems IT change management and continual service improvement processes
  • Be the go-to business contact and Lead for CRM Systems problem escalation and resolution
  • Ensure the correct management and maintain system access for all users and roles
  • Oversee data import, data cleansing, de-duplication, and data maintenance
  • Oversee help-desk assistance to internal employees across subsidiaries and external affiliates and coordinate with financial systems vendor 3rd line support on issues that cannot be resolved
  • Lead on ensuring system compliance with Company policies, procedures and protocols for system standards, customizations, and changes
  • Ensure full technical systems and maintenance documentation, ensure all documentation is kept updated and relevant knowledgebases reflect the latest changes
  • Lead and oversee maintenance of any CRM integration and business intelligence solutions such as Dynamics, power BI, and internal reporting solutions
  • Oversee the alignment to company business process requirements, ensure that detailed business/functional requirements, process flow diagrams, and use cases are captured and defined

Person Specification

  • Bachelor’s degree in technology related discipline or equivalent work experience.
  • 7+ years of proven experience managing successful projects and implementing technical solutions for CRM processes, systems, and life cycles.
  • 2+ years of experience in people management.
  • Experience with Dynamics and other CRM SaaS enterprise applications highly desired
  • Strong business acumen around CRM, Marketing and Sales processes, segregation of duties, and internal controls.
  • Experience solving multiple and complex operational and accounting challenges within and across the Marketing and Sales function and in as much as it integrates with other up- and down-stream departments’ functions and systems.
  • Minimum of 5 years of relevant IT or CRM systems development/support
  • Experience leading a team of System Administrators and technical resources
  • Significant experience in administration and configuration of Dynamics, preferably in a global deployment
  • Solid knowledge and experience on all Dynamics modules including Reports, Marketing Module (Events, Email campaigns), SEO, Google Analytics etc


Planet Recruitment acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Planet Recruitment is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Planet Recruitment. Our Candidate Privacy Information Statement explains how we will use your information.

Only candidates with the relevant skills and experience will be contacted after application, if you do not hear back from us within 7 days you have unfortunately been unsuccessful in your application.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person’s gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the position.

Job Information

Job Reference: AW000207_1649399641
Salary: £60000 - £70000 per annum
Salary From: £60000
Salary To: £70000
Job Industries: IT
Job Locations: London
Job Types: Permanent
Apply Now

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Job Information

Job Reference:
Salary From: £
Salary To: £
Apply Now