Reporting to the Senior Marketing Manager, the objective of this role is to drive adoption of the CRM system within the company, improve existing systems and processes for business growth and provide support to colleagues through quality of system implementation, quality of data and knowledge of Microsoft Dynamics CRM/365.

Working closely with key stakeholders, the successful candidate will ensure effective compliance and delivery of data whilst simultaneously leading the ongoing project to develop the CRM and deploy its usage across the business.

Key Responsibilities

• Have an awareness and basic understanding of Microsoft Dynamics CRM/365 and its capabilities
• Data cleansing and data entry to ensure all records in the Dynamics CRM database are accurate and kept up to date
• Maintain and develop the GDPR compliant database as a tool for direct mail, response analysis, meetings, campaign follow-up and for tracking customers’ purchasing behaviour
• Maintain the company project pipeline and create target lists by researching companies, entering all leads, client, meeting, and project information into the Dynamics CRM database
• Create contact lists for marketing and business development activities, assisting with generation through segmentation of data by various criteria including job role, company type and customer behaviour
• Manage mailing lists in Mailchimp or similar system and ensure the CRM reflects any changes to clients who have opted out of receiving marketing materials
• Troubleshooting and liaising with support company to fix issues and maintain 3rd party applications and CRM add-ons for Dynamics, such as LinkedIn Sales Navigator ClickDimensions and PowerMailchimp
• Manage all new user setups and deactivation, including transferring ownership of contacts/leads/opportunities for deactivated users
• Manage database security/integrity and backup procedures
• Design processes for maintenance procedures and put them into operation in updating the CRM on an ongoing basis
• Business and process analysis and reporting, including business development pipeline, ROI from conference attendance, campaigns, and other lead generation activities for both the company and client companies
• Planning, delivering and documenting CRM development to benchmark its current state and how it should be in the future, participating in system implementation projects including requirements, documentation, systems configuration, test documentation/execution, issue identification and resolution
• Writing customised reports, documentation, and operating manuals
• Delivery of training and related documentation
• Ensuring the company is legally compliant
• Work with external consultants to design and develop the system as the company requirements increase whilst testing and modifying the database to ensure it operates reliably, ensuring developments are signed off before they are implemented
• Define objectives for the design of the CRM through consultation with staff at all levels

Essential Skills

• Data management expertise
• Experience of generating contact lists and reports from Microsoft Dynamics CRM/365
• Keyboard skills, preferably with touch-typing ability
• Strong communication and interpersonal skills
• Familiarity with computer operating systems and database technology (design, software and structure)
• Meticulous attention to detail
• Technical and logical approach to work
• Good organisation skills with the ability to priority tasks
• Problem-solving skills
• Strong client orientation

Desirable Qualifications and Experience

• Knowledge of the life sciences and related industries