Would you like to work for a Certified B Corporation Accountancy business, that are committed to balancing profit with purpose? The business provides expert services in tax consultancy, audit, accounts, and corporate finance, supporting entrepreneurs, high-net-worth individuals, and owner-managed businesses across the UK.

As the CRM Specialist, you'll optimise and manage the Dynamics 365 system, implementing automated workflows configuring backend systems, and creating streamlined customer journeys.

The Role:

Support the CRM Manager in tracking the sales pipeline, client experiences, and service quality levels.
Configure and develop backend Dynamics365 systems, including tables, fields, and automated workflows.
Design marketing campaigns and enhance customer journeys, improving retention and conversion.
Deliver training, user support, and troubleshooting for Dynamics365.
Contribute to digital marketing projects and broader integration initiatives.The Candidate:

3+ years of CRM experience with hands-on expertise in Dynamics365 configuration and optimisation.
Proficient in creating automated workflows and integrating CRM with other tools.
Strong data analysis skills (PowerBI knowledge is a plus).
Exceptional communication and stakeholder engagement abilities.
Proven track record of optimizing customer journeys across lifecycle stage.We Are Aspire Ltd are a