CRM & Data Specialist

This is a high-impact CRM transformation project for a membership-focused organisation undergoing a critical review of its customer and member data infrastructure. You will play a leading role in shaping CRM strategy, improving data quality and reporting, and guiding the selection and implementation of a future-fit platform that supports membership engagement and business growth., They are a well-established membership organisation that supports and represents businesses across the UK. Data is central to how they engage members, deliver events, communicate value, and support internal decision-making. Their current CRM platform requires review, and they are seeking an experienced Data & CRM Specialist to assess their existing environment, lead supplier selection, and deliver a successful migration and reporting framework. The Role and Deliverables

• Conduct a comprehensive review of the existing CRM environment, assessing data quality, system structure, integrations, workflows, reporting capabilities, and user adoption across multiple teams.
• Gather requirements from stakeholders across marketing, membership, events, finance, policy, and digital functions to define future CRM and data needs.
• Evaluate CRM options and manage the supplier selection process, producing requirements documentation, assessing proposals, facilitating demonstrations, and recommending the most suitable solution.
• Lead the end-to-end migration project, including data mapping, cleansing, de-duplication, testing, user acceptance activities, cutover planning, and post-implementation support.
• Develop member engagement and marketing reporting capabilities, defining KPIs, creating dashboards, and providing insight into member value, engagement, communications, and event performance.
• Establish data governance standards, documentation, and training to ensure internal teams can confidently manage the CRM and reporting processes following project completion.

• Strong experience delivering CRM transformation, optimisation, or migration projects from discovery through to implementation.
• Experience working with membership organisations, trade associations, professional bodies, or similar member-led environments.
• Hands-on experience with membership CRM platforms or comparable CRM systems, with the ability to quickly learn and navigate new platforms.
• Strong data analysis skills, including data cleansing, de-duplication, segmentation, migration, and reporting.
• Experience defining CRM requirements, managing supplier evaluation processes, and supporting CRM selection decisions.
• Ability to translate business requirements into practical CRM and data solutions for both technical and non-technical stakeholders.
• Experience building dashboards, reports, and KPI frameworks that support marketing, membership, and engagement objectives.
• Strong understanding of UK GDPR, consent management, and data governance best practice.
• Experience with Excel, SQL, CRM reporting tools, marketing platforms, or analytics tools such as GA4 would be beneficial.