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Dynamics 365 CRM Manager
£45,000 - 45,000
RABI
West Way 1, Botley
£45,000 - 45,000
Requirements
Must:
- Proven experience in managing and developing Microsoft Dynamics 365 CRM systems.
- Strong understanding of CRM architecture, data structures, and integrations.
- Experience with data governance, GDPR compliance, and consent management.
- Ability to translate business needs into technical solutions.
- Skilled in documentation, training, and stakeholder engagement.
- Desirable: Experience in the charity or non-profit sector.
- Familiarity with Dynamics 365 Marketing, Power Platform, or Customer Insights.
- Understanding of fundraising, supporter engagement, or case management processes.
Responsibilities
- Lead the configuration, customization, and continuous improvement of Microsoft Dynamics 365 CRM.
- Collaborate with internal stakeholders to gather requirements and translate them into CRM functionality.
- Work alongside the Information Systems team to manage user roles, permissions, workflows, and automation to support business processes.
- Ensure data quality, consistency, and compliance with GDPR and internal policies.
- Develop and maintain data models, segmentation frameworks, and reporting dashboards.
- Oversee data imports, deduplication, and cleansing routines.
- Manage integrations between Dynamics 365 and other platforms (e.g., event management, finance, volunteer management).
- Work with third-party vendors and internal IT to ensure secure and reliable data flows.
- Support API development and middleware solutions where needed.
- Provide actionable insights through CRM analytics and reporting.
- Support the development of engagement scoring models and supporter journey mapping.
- Contribute to strategic planning by identifying opportunities for CRM-driven improvements.
- Create user guides, process documentation, and training materials.
- Deliver training sessions to upskill internal teams and promote CRM adoption.
- Act as the internal CRM champion, promoting best practices and continuous learning.
Description
At RABI, we are an organization dedicated to supporting farming people across England and Wales with expert, one-to-one practical, financial, and emotional help, 365 days a year. We aim to strengthen resilience, helping farming people feel valued and better equipped to navigate uncertainty and change. As part of our digital transformation journey, we are implementing Microsoft Dynamics 365 to enhance our services, supporter engagement, and operational efficiency. This journey from legacy systems to a modern CRM platform represents a significant step in how we support our community. We encourage early applications as we will be shortlisting and interviewing on a rolling basis. We reserve the right to close this advertisement early if we receive a suitable application. Moreover, we are proud to be an equal opportunity employer and ensure that all employment practices provide equality of opportunity for all individuals, based solely on their relevant skills, experience, qualifications, and abilities.
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