CRM Business Analyst (Microsoft Dynamics)

Salary: Up to £50,000

Location: Hybrid (City of London) – 3 days in-office

Industry - Membership Organisation

Join a purpose-driven organisation transforming its CRM strategy

Our client is a respected, membership professional body with 100+ years of heritage in supporting business professionals.

They’re on a mission to elevate how data, systems, and technology drive decision-making across their organisation. Following a major Dynamics 365 implementation, they’re now looking for a hands-on CRM Business Analyst to help unify data, optimise processes, and empower teams through better use of systems.

With influence across multiple departments and leadership visibility, this is an ideal role for someone who enjoys ownership, variety, and driving tangible improvements in a mission-led environment.

The CRM Business Analyst will…

• Act as the in-house Dynamics 365 expert, optimising workflows and configurations without reliance on agencies
• Own the roadmap for CRM enhancements, ticket triaging, user adoption, and system governance
• Work cross-functionally to deliver reporting and dashboarding consistency via Power BI
• Provide internal training, documentation, and stakeholder support to drive system confidence
• Lead process audits, identify automation opportunities, and embed scalable CRM improvements

Essential Skills

• Strong hands-on experience with Microsoft Dynamics 365 (workflows, configuration, ticketing)
• Power BI reporting and dashboard building
• Strong communication and stakeholder influencing skills
• Data integrity and governance best practices (GDPR awareness)
• Experience running CRM-related projects or systems improvement initiatives
• SQL Skills are preferred but not essential.

Benefits

• Direct influence on business-wide transformation and tech strategy
• Supportive, values-driven team culture with strong leadership
• Commitment to internal development and knowledge sharing
• Work for a meaningful membership organisation in the professional services sector
• Flexible hybrid working (3 days in office – Bank/Moorgate/St Paul)
• Work 35h week
• 28 days holiday
• up to 6.5% pension contribution
• Life assurance
• Extra days off for house move or to support your cause.
• 24/7 confidential health support
• Access to digital health services
• Fitness-service account for meditation, yoga or fitness sessions

Explore this unique opportunity to transform CRM adoption and strategy in the not-for-profit sector.

Submit your CV now to be considered for a role that combines technical impact and mission-led purpose.

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