Overview
As a CRM Migration Consultant, you will lead a critical CRM migration programme for a prominent membership organization, focusing on assessing the current CRM landscape and enhancing data quality. You will collaborate closely with various teams to define future requirements, manage the CRM selection process, and ensure a seamless transition to a new platform. Your efforts will play a key role in transforming the organization's data and CRM capabilities to enhance member engagement and performance.
Responsibilities
- Audit the existing CRM environment to evaluate data quality and processes.
- Define future CRM requirements and manage the CRM selection process, including supplier evaluations.
- Lead data cleansing, standardization, and governance activities to ensure migration quality.
- Oversee the end-to-end CRM migration programme, including data mapping and implementation.
- Develop member data frameworks, segmentation strategies, and reporting capabilities.
- Produce documentation and governance processes for long-term CRM adoption and ownership.
Requirements
- Strong experience delivering end-to-end CRM migration projects.
- Experience within membership organizations or similar environments.
- Proven ability to assess and improve CRM data structures and quality.
- Experience in gathering business requirements and translating them into CRM solutions.
- Strong understanding of CRM platform selection and implementation delivery.
- Hands-on experience with data cleansing, de-duplication, and migration activities.
- Knowledge of membership CRM platforms such as Microsoft Dynamics 365.