CRM Product Owner managing Microsoft Dynamics CRM for a UK blood cancer charity, ensuring effective data support and leading ongoing improvements for accurate fundraising and engagement.
Responsibilities
Manage and optimise the CRM system (Microsoft Dynamics) so it meets organisational needs and supports accurate, efficient data use.
Oversee CRM integrations and data workflows with external partners and digital platforms to ensure data flows correctly and securely across systems.
Monitor and improve data quality by implementing hygiene routines, deduplication and compliance processes that ensure supporter data accuracy.
Collaborate with colleagues across Fundraising, Digital and Finance to ensure data processes enable effective campaigns, income tracking and supporter engagement.
Own the operational development and continuous improvement of the CRM, ensuring it supports reliable data, efficient processes and better supporter journeys.
Supervise staff and / or volunteers to ensure appropriate training and high performance.
Own the delivery of the team against established priorities and planned improvement targets.
Contribute to horizon scanning and discovery of new systems that may improve our efficiency and effectiveness.
Collaborate with colleagues to ensure business needs can be met with the technical requirements outlined in project plans.
Requirements
Significant experience managing and developing CRM systems, ideally Microsoft Dynamics.
Experience providing user support and training.
Strong proficiency in SQL and SSIS (Visual Studio) for data processing and automation.
Familiarity with PowerApps and PowerAutomate for CRM field and workflow updates.
Proven ability to improve data quality and streamline processes.
Excellent analytical and problem-solving skills with high attention to detail.
Strong organisational and interpersonal skills with the ability to manage multiple priorities.
Ability to prioritise workload based on impact and accurately schedule delivery.
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