CRM Specialist

CRM Architecture & Data Strategy

Act as the primary administrator for our recruitment CRM (we use JobAdder), owning data hygiene, schema design, permissions, and reporting integrity across all desks.

Ensure our datasets are structured, labelled, and "AI-ready", supporting current automation and future ML/LLM initiatives.

You don't need JobAdder experience specifically, but you do need to understand how a CRM should be architected to support automation at scale.

Automation & Integration Development

• Build and maintain Python-based automation services that connect JobAdder, Microsoft 365 (Teams, Outlook, SharePoint), Fireflies.ai, Aircall, and our Azure-hosted AI services.
• We don't use low-code platforms like Zapier or Make. Our automations are custom-built Python services hosted on Railway. You'll be extending and improving this architecture.
• Build automated reporting pipelines. We're currently rolling out temp placement revenue forecasting using a 4-4-5 calendar model, and there's plenty more to do across desks.

AI Agent Development & Maintenance

• Take ownership of our existing bot infrastructure: a CV/Spec processing bot, automated call-notes extraction system, a desk-aware content generation tool, and a RAG-based training bot built on Supabase with pgvector.
• These are deployed on Railway, built in Python/Flask, and powered by Azure OpenAI. You'll maintain, improve, and extend them.
• Research and prototype new AI agent use cases including lead research automation, market intelligence (e.g., monitoring fund data from sources like Preqin), interview scheduling, and client-facing content generation.
• We use AI coding tools (primarily Claude) extensively in our development workflow. You should be comfortable working with AI assistants to accelerate your output.

Code-Based Solutions

• Write and maintain Python scripts and Flask services to handle data transformations, custom API integrations, and workflow automation.
• Work within our Microsoft ecosystem. We prefer to keep things in-house where possible rather than adding external SaaS dependencies., Job Description D365 AP Automation Specialist (ExFlow) Role Objective To lead the implementation and optimization of ExFlow (SignUp Software) within the Dynamics 365 Finance & Supply Chain environment, ensuring a touchless, compliant, and efficient vendor invoice..., We are now recruiting for Automation Maintenance Technician at our Jubilee Mail Centre, Hounslow, TW4 5XX site. In this role your potential earning will be over £58,000 per annum. Salary: £53,195 per annum, plus night shift allowance, 22.5 days annual leave with bank...

This isn't a "keep the CRM tidy" role. You'll be the person who bridges our recruitment CRM, our Microsoft ecosystem, and a growing suite of AI-powered tools. We don't rely on drag-and-drop automation platforms. We build custom Python services, deploy them on Railway, and use AI coding tools like Claude to move fast. The ideal candidate has a builder's mindset and is comfortable writing real code to solve real problems., * A Hybrid Profile: You combine CRM administration experience with genuine programming ability. You're comfortable in a CRM's admin panel and in a code editor.

• Programming: Working proficiency in Python is essential. Experience with Flask, REST APIs, and webhooks is strongly preferred. SQL literacy is expected.
• AI-Assisted Development: You're comfortable using AI coding tools (Claude, Copilot, etc.) to accelerate development. You don't need to memorise every library. You need to know how to direct AI tools to build what you need and evaluate the output.
• Integration Mindset: You understand how to chain APIs, handle webhooks, parse payloads, and build resilient services that connect multiple systems. Whether you learned this through iPaaS tools or writing code directly doesn't matter. What matters is you understand the patterns.
• Data Literacy: You understand relational data, know why clean labelling matters, and can structure information so downstream systems (including LLMs) can use it effectively.
• AI Fluency: You should understand how LLMs work, what prompt engineering involves, and how retrieval-augmented generation (RAG) fits together. Comfortable working with the OpenAI/Azure OpenAI API.
• Problem Solver: You see a bottleneck and your instinct is to build the solution, not write a process document about it.

Nice to Haves

• Experience with vector databases (e.g., pgvector, Pinecone) or building RAG pipelines.
• Familiarity with recruitment CRMs (JobAdder, Bullhorn, Vincere, etc.).
• Experience deploying services on Railway, Render, or similar PaaS platforms.
• Working knowledge of the Microsoft/Azure ecosystem (Azure OpenAI, Graph API, Teams integrations).
• Background in recruitment, financial services, or a fast-paced professional services environment.
• Experience with call transcription tools (Fireflies, Gong, etc.) and extracting structured data from unstructured text., Are you a hands-on, experienced Braze CRM Specialist? Are you comfortable with segmentation & automation whilst competent using performance data? Experience of driving conversion to subscriptions would be highly desirable. About the role Were hiring aspecialist-level Braze..., Are you a hands-on, experienced Braze CRM Specialist? Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.Are you comfortable with segmentation & automation whilst competent using performance data?Experience of...

Meraki Talent is a specialist financial services recruitment agency with 40+ consultants across six desks. Over the past 18 months we've built a significant in-house automation layer, from AI-powered CV processing and call-notes extraction to automated reporting and a RAG-based training knowledge base. We need someone to take ownership of this infrastructure, improve what exists, and build what's next., Job Description CRM Specialist - Highly Sought After US Law Firm - Intapp DealCloud An outstanding US law firm is seeking a CRM Specialist with strong Intapp DealCloud experience to support business development, client relationship management, and data-driven..., Job Description CRM Specialist London Who We Are Chesamel Group is an agile consultancy headquartered in London, focused on driving extraordinary growth for forward-thinking businesses through innovative, bespoke solutions. The team challenges traditional thinking to..., Job Description Security Cleared SDET - Java Automation Framework Design Walter Everett is a specialist recruitment company currently supporting a large global client in the search for an experienced Security Cleared Software Development Engineer in Test (SDET) with...