CRM Product Owner

About the role

We are looking for a CRM Product Owner to lead the adoption, value realisation and continuous improvement of our Microsoft Dynamics CRM platform across a national professional services firm. The role is business‑facing, focusing on training, stakeholder engagement and translating business needs into clear user stories for delivery.

Key responsibilities

• Own and deliver the CRM strategy and roadmap, ensuring strong engagement and measurable business value.
• Partner with partners, directors and central teams to understand use cases and translate them into prioritized user stories.
• Lead training, change and adoption programmes to drive consistent usage and best practice.
• Monitor adoption, data quality and benefits realisation, identifying opportunities for optimisation.
• Oversee CRM initiatives and enhancements, working through established DevOps processes with IT and vendors.
• Ensure CRM data is captured, governed and used in line with GDPR and firm policies.
• Enable high‑quality reporting and insights to support marketing, business development and leadership decisions.
• Lead CRM data migration and rollout activities linked to acquisitions.
• Manage the budget and team supporting Microsoft Dynamics CRM and act as influencer, collaborator and trainer across the organisation.

Required profile

• Proven experience in a business‑facing CRM role, preferably within a professional services or advisory environment.
• Strong stakeholder management and ability to translate business requirements into technical specifications.
• Experience managing budgets and leading cross‑functional adoption programmes.
• Good understanding of GDPR and data governance principles.

Required skills

• Microsoft Dynamics CRM