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CRM Technical Lead

£45K -£50K Basic Salary

Location South East
Sector Education
Job type Permanent
Role Learning technologies
Job ref 3088
Benefits Life assurance, Medical insurance, Pension

We are seeking a CRM Technical Lead to support our clients Technology Solutions team to ensure their corporate and operational CRMs are fit for purpose and designed for growth. You will be an advocate of good use of CRM’s and undertake second line user support, CRM administration activities and be the technical lead in CRM projects. Based in Berkshire but remote working possible with ad-hoc visits to site.

Stand out from other candidates, with the LPI’s Capability Map see how


  1. Engage with all areas of the organisation with a Business Partner mindset. This will involve understanding the business dynamics and undertaking activities to inform the business about the possible uses of CRM to meet their needs.
  2. Closely engage with Product Owners in the business of operational CRMs. Act as their line of support and escalation to third parties.
  3. Undertake CRM administration activities including but not limited to: setting up new users, monitoring usage, performing regular data checks. Take responsibility for data integrity and quality checks, promoting good practice with users.
  4. Support Product Owners in ensuring system users are fully trained in the systems and support the cultural changes required to help us transform into a digital first organisation.
  5. Support Product Owners in monitoring and maintain our workflows and integrations with other systems (both internal and external)
  6. Monitor performance, resolve errors and be the main point of contact for external support


  • Ability to both troubleshoot and work hands on and work with the business and suppliers to fully explore and document system requirements. User-centred support role helping with varied application use.
  • Change management understanding - ability to work with users closely to drive engagement and embedding of new processes and solutions
  • Strong communication skills with the ability to lead the workstream and engage effectively with others, both internally and externally
  • Good stakeholder management skills, in particular third-party engagement to ensure an excellent working relationship with our technical providers
  • Dynamics 365 skills including: user administration, data upload, workflow design, field creation, creation of system processes, reporting
  • Remote user support, training and guidance
  • Portal abilities - web content management; understanding of forms and fields




  • Evidence of successfully working in a team
  • Project Management experience, working within a framework like Prince 2
  • Understanding of various project management methodologies and experience working with their frameworks
  • Experience of requirements gathering, supplier selection, solution design and implementation
  • Experience of process documentation


  • Project Management Qualification, working within a framework like Prince 2


  • Project Management Qualification, working within a framework like Prince 2

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LPI Capability Map

If you plan to apply for this job, it may help your application to submit your Capability Map Competency Profile, in addition to your CV.


Working with the Learning & Performance Institute

Blue Eskimo enjoys a unique relationship with the Learning & Performance Institute, as its nominated recruitment provider. And, as a company that’s accredited by the LPI, we operate within its guidelines and uphold its standards.

Find out more plus 20% off your LPI membership, when you register with Blue Eskimo