Robert Half has partnered with a market‑leading financial services organisation to recruit a part‑time (2 days per week) Dynamo CRM Analyst on an initial 3‑month contract.This role is fully remote and open to candidates based anywhere in the UK.
Responsibilities:
1. Clean, update and complete all contact records, including ownership, compliance info, documentation and correct dial codes.
2. Remove or merge duplicate contacts without affecting mailing lists or fund associations.
3. Ensure companies, contacts, investor accounts and entities are all correctly linked and up to date.
4. Update fund records, adding latest balances, full legal names, underlying investments, data rooms and (where possible) MOIC/IRR.
5. Clean and streamline the fundraising pipeline, ensuring activity is current and correctly categorised.
6. Validate mailing lists and support email campaign setup (including SMTP).
7. Support Outlook plug‑in updates and mobile app configuration for users.
8. Streamline the CRM interface so users only see relevant fields and views.
9. Deliver user training and create simple how‑to guides for CRM processes.
10. Explore opportunities for connecting CRM data with a PowerApps database.
Experience:
11. Background in CRM management, data operations, or investor relations operations.
12. Experience with Dynamo CRM, or similar platforms (e.g., DealCloud, Backstop, Salesforce).
13. Strong organisational skills with high attention to detail and data accuracy.
14. Comfortable producing training materials and simple process documentation.
15. Able to work both independently and collaboratively with internal stakeholders.
16. Highly proficient in managing data, relationships, and CRM workflows.
Organisation:
17. Initial 3‑month contract, with potential extension based on project scope.
18. Fully remote / Part time working model.
19. Competitive daily rate
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.