Job Description

Role Purpose:

Almond Financial Ltd is seeking a CRM & Technology Manager to lead the development, implementation, and management of our CRM systems. This role is crucial in enhancing our customer engagement and ensuring seamless integration of our CRM with other business systems.

Key Responsibilities and Accountabilities:

Understand business requirements and translate them into data structures and user stories. Document analysis using ER models and flow diagrams. Implement data structures into the new CRM system. Enhance CRM forms and views, including Canvas. Implement user stories using custom functions, workflows, blueprints, and other dynamic facilities. Manage external interactions via email, SMS, WhatsApp to set up customer message marketing. Develop system test specifications and conduct automated testing of CRM applications and interfaces. Generate reports, charts, and analytics dashboards. Communicate effectively both verbally and in writing. Manage own workload efficiently. Long term AI integration capability.

Standard Responsibilities:

Adopt and comply with Marketing X values, policies, procedures, and regulatory frameworks. Carry out other duties as required, consistent with the role.

Organisational Competencies:

Innovation:

Strive to improve the quality of execution to enhance service to customers and business returns.

Results Focused:

Provide excellent service leading to dynamic growth and sustainable profitability.

Collaboration:

Work together as a team and communicate effectively with partners, customers, and stakeholders.

Integrity:

Act with honesty and meet the highest ethical standards in all dealings.

Respect:

Support each other and value the contributions and ideas of others.

Qualifications and Experience:

Substantial experience and interest in CRM systems. Experience preferred with Zoho One. Proficiency in using CRM/ESP platforms; SMS, and telephony. Strong analytical thinking and attention to detail. Excellent communication skills, both written and verbal. Ability to balance multiple projects and manage workload effectively. Experience with system integration projects and APIs.

Benefits:

Company Pension 4-day work week, 9-5 Monday to Thursday.
Job Types: Full-time, Permanent

Pay: 35,000.00-55,000.00 per year

Benefits:

Company pension On-site parking
Ability to commute/relocate:

Lincoln, LN6 3QN: reliably commute or plan to relocate before starting work (required)
Experience:

CRM software: 2 years (required)
Work Location: In person