Overview
The CRM & Data Specialist will lead a transformative project aimed at optimizing customer relationship management and enhancing data quality for a membership-focused organization. Collaborating with various internal teams, this role involves assessing the current CRM infrastructure, defining future data needs, and overseeing the selection and implementation of a new CRM platform. The primary goal is to ensure the organization effectively engages with its members and supports business growth through improved data practices and reporting capabilities.
Responsibilities
- Conduct a comprehensive review of the existing CRM environment, including data quality and system structure.
- Gather requirements from stakeholders across multiple functions to define future CRM and data needs.
- Evaluate CRM options and manage the supplier selection process, producing necessary documentation and recommendations.
- Lead the end-to-end migration project, including data mapping, cleansing, and testing activities.
- Develop member engagement and marketing reporting capabilities, defining KPIs and creating dashboards.
- Establish data governance standards and provide training for internal teams post-implementation.
Requirements
- Strong experience in CRM transformation, optimization, or migration projects.
- Experience in membership organizations, trade associations, or similar environments.
- Hands-on experience with membership CRM platforms or comparable systems.
- Strong data analysis skills, including cleansing, de-duplication, and reporting.
- Experience in defining CRM requirements and managing supplier evaluations.
- Ability to translate business needs into effective CRM and data solutions.
- Experience building dashboards and reports that support engagement objectives.
- Understanding of UK GDPR and data governance best practices.