We are recruiting!
CRM Consultant
We are seeking a candidate with strong CRM implementation experience, excellent analytical skills and someone who loves building relationships with charity clients. We love our charity clients, and key to our growth is building trust and strong partnerships.This is a real opportunity for the successful candidate to use their technical skills in the tech for good space.
We implement predominantly Beacon CRM solutions but do also support Salesforce and Hubspot implementations.
This is a full-time role, which provides the option to work remotely 3 days a week with 2 days from our shared office space in Newbury. You will require flexibility to travel to client locations to conduct discovery workshops.
About T{h}onix
T{h}onix is a highly specialised consultancy that understands the nuances of the charity space. We combine our strong experience in the non profit sector with our solid technical knowledge, to provide consultancy support to small to medium charities no matter where they are in their digital journey.
We are highly skilled in both selecting and implementing technology solutions within small to medium charities, and are passionate about ensuring organisations get the solution that best fits their specific needs. We build CRM solutions for Charities, we also offer audit and refresh services, consultancy and fractional CTO services.
We are a certified Beacon CRM Partner and have worked with a wide range of clients, including those new to Beacon and those that have had Beacon a while and require an audit of their existing implementation.
We are passionate about the non profit sector and in supporting community organisations to be the best they can be. Our goal is always to ensure that their technology supports them to deliver more against their mission and vision - allowing them to focus on delivering more impact into the communities they work with
You’ll be joining our founder, Nicola and selected consultants to form part of our small close knit team. We are passionate about being reflective and adaptive in our work through regular retrospectives and reviews. We believe that the only way to raise the bar of what we do is to continually review and improve our patterns and practices
About the role
This role’s focus is on the design and implementation of new and existing CRM solutions and as such your key responsibilities would be:
- Designing and facilitating fact finding workshops with clients to establish requirements
- Reviewing and documenting clients’ existing processes through workshops and background documentation reviews
- Completing configuration audits and data analysis of existing implementations to establish opportunities for improvement, rationalisation and extension.
- Leading CRM implementations through the project lifecycle, from inception, through discovery and design, build, test, rollout and training
- Building strong relationships with charity clients through project engagement and ongoing relationship management
- Production of external training materials (written and video) and internal best practice guides
About your core skills
- Strong understanding of CRM principles, practices, and technologies
- At least 2 years experience of administering or implementing a CRM product
- Strong data analysis and data mapping skills to support data design, data quality analysis and data migration
- Experience in facilitating both in person and virtual workshops to gather client needs
- Excellent analytical and problem-solving skills to translate client needs into data solutions that are both resilient and extensible
- An ability to translate technical solutions into non technical language
- Expert knowledge of Excel/google sheets
We’d love to also see some of these skills
- Experience in running full projects to time and budget
- Proven client relationship management experience
- Knowledge of SQL or other DB analysis skills
- Knowledge of implementing change management frameworks into small organisations
- Experience of working in an agile environment
About you
We are looking for people who:
- Have a passion for working within the charity sector, preferably with experience in a previous role
- Are strategic thinkers - possess the ability to understand how each charity operates, considering both their current and strategic needs.
- Have a strong eye for detail and ensure "no stone is left unturned"
- Love to learn!
What we can offer you
- Annual salary up to £40,000
- 5 weeks holiday
- Pension scheme
- Varied and rewarding work helping charities and community organisations make a real difference
Apply now!
If you feel like you are a good match for this role please apply now by providing a copy of your CV and a short cover letter to explain why you feel you'd be a good fit for the role.
Closing date for applications is 1 November 2024.
Please note that this role requires 2 days a week in a co-working space in Newbury. Also note that at this time, we can only accept applications from those with a right to work in the UK and those who do not require visa sponsorship.