Jelli is delighted to be working with a global accountancy and business advisory firm which operates in over 17 locations in the UK with over 6,000 employees. At the core of this business is its focus on helping people and businesses succeed. This is reflected throughout the organisation where they pride themselves on building an inclusive and empowering culture that encourages people to ‘be themselves.’
What’s it all about?
We are recruiting for a CRM Product Manager. You will be accountable for the day-to-day product leadership of the firm’s CRM platform built on Microsoft Dynamics 365, ensuring it delivers commercial value, supports adoption of the client’s sales methodology, and enables growth priorities through consistent usage, reliable data and fit-for-purpose capability.
A core expectation of the role is operational performance management of the CRM product. The CRM Product Manager will run a monthly product performance cycle and provide a clear BAU performance pack to the Product Owner and key stakeholders, covering adoption, usage and data discipline, service performance, backlog health and delivery velocity, release quality, and improvement actions.
This role is flexible with hybrid working currently in place (2 days per week in the office). The role is London based but occasionally there may be a need to travel to other offices across the UK as it is a national role.
What you will be doing:
* Partner with the Product Owner to shape the CRM product vision and translate it into a clear roadmap and quarterly delivery plan.
* Establish and run a cross‑functional taskforce to schedule delivery backlog and manage trade‑offs.
* Partner with the D365 Solution Manager/Tech Lead on sprint planning, releases and governance.
* Own the operational performance of CRM as a product and provide monthly product performance packs.
* Sponsor adoption strategy with CRM Business Operations: training plans, guidance, usage standards and targeted interventions.
* Partner with the Data Office to align data standards and ensure data quality improvements are prioritised alongside feature delivery.
* Represent CRM across the wider ERP/Product Network and coordinate shared change planning where required.
* Lead and develop the CRM Business Operations team, building clear ways of working and continuous improvement.
What we need from you:
Key Skills/Experience:
* Significant CRM product management or senior CRM leadership experience in a complex organisation.
* Strong Microsoft Dynamics 365 expertise and ability to translate commercial needs into product decisions
* Proven ability to run structured delivery governance with technical teams (sizing, sprint/release, testing).
* Strong operational mindset: able to manage BAU performance, reduce recurring issues, and improve service reliability.
* Strong stakeholder influence; able to prioritise and challenge constructively in demand>capacity contexts.
* Experience improving adoption, data quality and measurable value of CRM.
* Experience partnering with a Data Office and enterprise governance beneficial.
* Experience in professional services / partnership-led organisations beneficial.
Key platforms & data:
* Microsoft Dynamics 365 (CRM)
* Backlog and delivery tooling (e.g., Azure DevOps)
* Demand intake tooling (e.g., ServiceNow / Monday.com)
* Reporting (Power BI) and enterprise analytics platforms
This is a fantastic role for someone looking to work in the Professional Services sector and join a growing team at an exciting time.
jelli Group (and our clients) value a diverse workforce, and are committed to supporting inclusion and diversity together. We celebrate people’s different abilities, sexual orientation, faith, ethnicity and gender. Everyone is welcome and supported in their recruitment journey with us.
Please let us know if there’s anything we can do to accommodate you fully participating in the recruitment or interview process.
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