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The CRM Product Manager is 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 firm’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.
Job Responsibility:
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 pack
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
Requirements:
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
Nice to have:
Experience partnering with a Data Office and enterprise governance beneficial
Experience in professional services / partnership-led organisations beneficial
What we offer:
Access to high-quality training, clear capability frameworks and hands‑on learning
Programmes, resources, and frameworks that provide clarity and structure around career development
Informal success conversations to formal mentoring and coaching