CRM Manager

The Company

3B Training is a multi-accredited training provider delivering health and safety training courses across the UK. We pride ourselves on delivering exceptional customer service and dedicate our time to providing quality, worthwhile courses. With training centres from Portsmouth to Durham we've got the UK covered.

In order to deliver the best training services, we employ a tight knit team of superstars! Our employees are at the heart of everything we do so we only employ the most enthusiastic and driven team members. Our ambitious growth plans make 3B Training an exciting place to work, if you're looking to join an amazing team in a growing company, read on…

The role - CRM Manager

Due to the company's rapid growth they are looking to upgrade their current CRM system in order to further improve efficiencies across the business. Initially, you will be responsible for planning, developing and migrating the business' CRM system including training staff on how to use the new system. This will include the following:

• Identifying and arranging demos with suitable system providers
• Guiding and advising Senior Managers and Directors as to which CRM system and provider is a suitable fit for the business
• Getting to grips with current company processes and CRM usage across all business departments
• Identifying areas where efficiencies could be created or improved
• Working with the CRM provider to put together a technical specification
• Managing the set up and data migration
• Mapping company processes
• Testing the system
• Overseeing the roll out including training across the business
• Being the key contact for the CRM (both internally and with the provider)

Once the initial migration and training is complete the role will be to evolve the CRM as the business grows to keep the company ahead of the competition. You will consult with the teams across all offices and departments looking for continuous improvements and process tweaks to increase efficiency, for example, integrating third party systems to reduce admin.

You will identify key drop off points in the customer journey or processes that cause customer friction and deliver CRM strategies to improve the overall experience for customers and the internal team. You will manage automation of processes wherever possible to increase conversion and retention. You will be the first point of contact for any CRM issues or suggestions internally.

The role will also include business and process analysis, documenting 'as-is' and 'to-be' across the business, producing accurate and detailed scoping documents, liaising with developers and the internal team. You will also be responsible for making minor changes to forms, layouts etc. as the CRM allows to avoid third party charges and for training end users on new process and CRM changes.

What we're looking for - CRM Manager

Essentials for the Role

• At least three years proven experience within a similar role (either client-side or agency)
• It is essential you have an in-depth knowledge of using large, customisable CRM systems such as Microsoft Dynamics or similar
• Experience migrating CRM systems and data between systems
• Experience dealing with system integrations
• Technical understanding of CRM systems

The successful candidate will also have the following

• Excellent communication skills
• Analytical and solution led
• Process driven in nature
• Passionate, ambitious and career driven
• An innovative, ideas person
• Effective project management skills
• Good commercial acumen

This is a brand-new role within the company and so you must be the type of person that will enjoy taking hold of a CRM function and want to grow and improve it, by developing and evaluating brilliant ideas and passing this on to the rest of the team.

Travelling is a must in this role as you will be required to visit all regional offices on a regular basis. This is a standalone role, however, you will be working as part of the wider team and will need to be confident communicating, building a rapport and liaising with other team members daily.

What's on offer?
A salary ranging from £32,000 - £40,000 (DOE) plus car allowance and other benefits.
The company is excellent at internal promotion and supports career development, this is a great opportunity to lead this important element of the business.

To apply, please send your CV via the link below.