Job Opportunities API

About the Role  We are looking for a proactive and commercially minded CRM professional to help maximise the value of our client relationship management platform across a growing international professional services business operating in the UK, North and Latin America, Europe and India.  This role exists to help strengthen commercial performance, client intelligence and pipeline visibility through effective CRM adoption, optimisation and insight.  The role combines hands-on CRM administration with broader responsibility for improving data quality, reporting, user adoption and commercial decision-making. The successful candidate will work closely with operational, commercial and leadership teams to ensure the CRM supports business development, client management, opportunity tracking, forecasting and strategic growth.  Success in this role will require someone who can confidently influence behaviours across a busy, commercially focused business, helping teams embed stronger CRM habits and more consistent ways of working.  The business uses Insightly CRM; however, previous experience with Insightly specifically is not required. We welcome candidates with experience using other CRM platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot.    Key Responsibilities  CRM Administration & Support  Manage day-to-day administration of the CRM platform   Maintain user access, permissions, fields, layouts, and workflows   Support users with CRM queries, troubleshooting, and training   Coordinate data imports, exports, and cleansing activities   Monitor and improve data quality, consistency, and governance   Reporting & Commercial Insight  Develop and maintain dashboards and reports for leadership teams   Support pipeline management, forecasting, and business development reporting   Produce CRM analytics and insights to support decision-making   Help improve visibility of client relationships, opportunities, and sector activity   Process Improvement  Work with teams across the business to improve CRM processes and usage   Support rollout of new functionality, integrations, and enhancements   Document CRM processes, guidance, and best practice   Adoption & behavioural change  Drive CRM adoption and consistent ways of working across teams and regions  Deliver practical training, guidance and coaching to users  Work with senior stakeholders to embed stronger CRM behaviours and better quality data capture  Stakeholder Management  Work closely with business development, operations, finance, and leadership teams   Act as a key point of contact between users, management, and external CRM partners/vendors   Support wider operational and digital improvement initiatives   Requirements Skills & Experience  Essential  Experience administering or managing a CRM platform   Strong understanding of CRM processes and data management   Experience producing reports and dashboards   Strong organisational and communication skills   Ability to work with both technical and non-technical stakeholders   Proactive, solutions-focused approach   Desirable  Experience within a professional services or consultancy environment   Experience supporting CRM adoption or change initiatives   Knowledge of workflow automation and integrations   Familiarity with Power BI or similar reporting tools   Systems Experience  Experience with any major CRM platform is welcomed, including:&nbsp