CRM Data Consultant

Are you passionate about helping charities use data to achieve their goals?

Productle is a growing consultancy seeking a CRM specialist to join their team.

They specialise in guiding charities, universities, schools, and social enterprises to maximise the potential of their data and systems.

Their services cover “day-to-day” support: managed services to help maintain or temporarily support CRMs, and projects to help with significant change such as supporting integrations, onboarding new departments or retiring older software.  

As CRM Data Consultant, you will: 

• Be a trusted advisor to charities on CRM strategy and implementation
• Deliver CRM improvement projects, ensuring data health and user adoption
• Train clients on various CRM systems (Salesforce, Dynamics, Raiser’s Edge, etc.)
• Collaborate with a talented team to support charities at all stages of their CRM journey

Ideal skills and experience: 

• Experience with CRM systems and a passion for data from a charity setting
• Excellent communication and relationship-building skills
• A strong work ethic and the ability to manage multiple projects
• A desire to work in a supportive, values-driven environment

Bonus points for:

• Experience with fundraising and GDPR compliance
• Skills in SQL, Power Automate, and Power BI

Productle is a supportive, positive and life-friendly place to work. Employee benefits include:

• Flexible working
• 25 days leave per annum, in addition to bank holidays
• 5% employer pension contribution adding up to a minimum 10% overall
• Employee Assistance Programme

** Interviews will occur on a rolling basis, so please get in touch ASAP.**