CRM Business Systems Consultant

Company:  Cloud Decisions
Location: maidenhead
Closing Date: 29/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Job Description

CRM Business Systems Analyst/Consultant

(Dynamics/Salesforce)

£Negotiable + Benefits + Training + Career development + UK award winning Co to work for

+ 2/3 days Remote


The Company + Scenario:

We are proud to partner with one of the UK's most respected Managed IT Service providers as they undertake a major internal multi year sales system replacement programme for their own organisation.


Currently in vendor selection stage they are reviewing CRM system selections and the partner. They now require a CRM Business Systems Consultant / Business Systems Analyst to take responsibility for gathering, analysing, documenting, and managing the AS IS/TO BE business requirements through the full lifecycle of programme, from initial scoping with execs/sponsors through to detailed requirements and working with the chosen partner to co-own the functional, design, build and test stages through validation, testing and implementation/delivery. Acting as the conduit between the programme teams and the CRM partners teams this would ideally suit somebody with different CRM products and a depth of CRM experience spanning enterprise.


A billion turnover business employing thoasands of people they are a UK best companies to work for award winner, Sunday times too and a stack of other cultural awards and best in class awards. Not to mention a multitiude of technology awards for their activities.


The Role:

This role involves close collaboration with various stakeholders, including business users, IT teams, and third-party partners, it requires excellent communication, collaboration, and analytical skills along with an in-depth CRM business systems background at enterprise and with major vendor full product experiences (Dynamics CE, Salesforce backgrounds would be ideal)


As the CRM Business Systems Analyst/Consultant, you'll be responsible for:

  • Collaborating with business stakeholders to elicit and document requirements
  • Own the Sales/CRM system requirements
  • Creating clear and detailed business and functional requirement documents (BRDs/FRDs)
  • Analysing and prioritize requirements to ensure they align with business objectives
  • Act as a liaison between business stakeholders inc sponsors and the commercial/technical teams
  • Ensure the As is - To be is delivered by the partner, RQ's are met by their functional/technical process and challenged
  • Ensure UAT/system testing is meets all the RQ's + needs of the programme RQ's


  • Proven experience as a CRM Business Systems Analyst or CRM Consultant at enterprise
  • Been involved in the implementation of a number of complex enterprise CRM transformations
  • Lead to Opportunity including opportunity management, account and contact management, pipeline management, renewals management, sales forecasting, bid/tender management
  • Multinational implementations in multiple countries, currencies, time zones, languages etc ideally of interest.


Work in a way that works for you

Our valued customer recognises that everyone is different and that the way in which people want to work and deliver at their best is different too. In this role, they can offer the following flexible working patterns:

  • Hybrid working 3 days on site (then majority remote)
  • Working flexible hours - flexing the times you start and finish during the day
  • Flexibility around school pick up and drop offs


By the nature of this programme its is expected the office days are to be with stakeholder programme meetings, BA workshops and a variety of the collaborative engagement required, followed up within the project for UAT stages.

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