Job Description
CRM Consultant - Reading
Reading
Starting salary of £30-40k DOE
Our client is seeking an experienced CRM Consultant to support both new business acquisition and successful client delivery. This role combines pre-sales consulting with hands-on CRM implementation, business process optimisation, and the application of AI-enabled capabilities. The position works at the intersection of business strategy and technology, supporting organisations in improving customer relationship management.
Responsibilities
* Partner with sales teams to understand prospect requirements and design effective CRM solutions
* Lead discovery sessions and workshops to identify business needs and digital transformation opportunities to be relayed to the programming team
* Deliver CRM demonstrations, technical presentations, and proof-of-concepts during the sales cycle
* Contribute to proposals, solution designs, statements of work, and effort estimates
* Lead end-to-end CRM implementations from requirements gathering through go-live and post-launch support
* Configure and customise CRM platforms to align with business processes and workflows
* Design and implement business process improvements to drive efficiency and user adoption
* Integrate CRM systems with enterprise applications, data sources, and third-party tools
* Plan and execute testing, data migration, and change management activities
* Identify and implement AI-enabled CRM capabilities to deliver actionable insights and automation
Requirements
Experience
* Minimum of 18 months' experience in a consulting and implementation role involving business management software / SaaS
* Experience delivering CRM or similar enterprise system implementations
* Demonstrated involvement in pre-sales activities, solution design, or client-facing consulting engagements
* Experience supporting change management and user adoption initiatives
* Strong understanding of sales, marketing, and customer service business processes
* Experience with business process modelling, analysis, and optimisation methodologies
* Working knowledge of AI and machine learning concepts and their application within CRM platforms
* Ability to translate business requirements into technical solutions
* Full UK Driving License and access to your own vehicle.
Professional Competencies
* Excellent verbal and written communication skills
* Strong presentation and workshop facilitation capabilities
* Consultative, client-focused approach to problem solving
* Ability to manage multiple stakeholders and priorities
What Is Offered
* Full training on the CRM system
* Performance-based career development opportunities
* Exposure to diverse projects across multiple industries
* Professional development and certification support
* Collaborative working environment with experienced practitioners
If you are an experience SaaS / CRM Consultant and eager to move into an excellent role, click 'Apply Now' or send your CV directly to faye. landells @ circlerecruitment. com
Keywords: CRM Consultant / Presales / CRM / Client / Account Management / Reading
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