Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

We’ll broaden your horizons

Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you’ll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You’ll be rewarded with a great work-life balance and a career with real purpose.

We’ll help you succeed

Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships.

You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

Our firmwide CRM system, known at BDO as Contact Management System (CMS), based on the Dynamics 365 platform, is used to store all our contact, campaign, opportunity and sales pipeline data. The CMS team are part of our Markets, Sales & Clients department, and work closely with Digital Marketing. They provide CMS support to the business, but more importantly, they focus on improving the CMS product based on the needs and requirements of users by advising on the best ways to develop the CMS technology available.

Reporting to the Senior CMS Manager and alongside the CMS Operations Manager, you will be working as part of the CMS product team and leading on the data quality and development in the system. This requires researching, implementing and monitoring new CMS features and functions so that it meets users' needs across the business. The role will also play a pivotal part in the evolution of CMS and data management by collaborating with teams across the firm, especially with IT and other product managers.

We are looking for an experienced CRM Operations Manager who will help the CMS product team drive engagement through their understanding of CRM systems, integrations, data requirements and business processes within professional services. You will influence the CMS strategy, tactics and ongoing decision making based on analytics, metrics and your knowledge of D365 CRM. You will set the data quality targets and KPIs that will need to be delivered on the regular basis. This will require working closely with key stakeholders and understanding business processes, goals and operations.

You’ll also:

• Be the lead contact with the Dynamics team and wider IT about the technical support, configuration of upgrades and system/process integrations.
• Review, plan and implement system configuration and improvement requests with the other CMS Operations Manager and D365 developers.
• Control the data quality in the system: set the targets for the CMS Data Assistant, align data processes and clean up exercises with the data policy requirements and wider projects in the firm.
• Champion CMS to the wider business so it maintains its core function as a central CRM system.
• Cooperate with other product managers from the enterprise eco-systems, ensuring CMS position by upkeep of integrations and business processes between them.
• Advise on database and development best practice
• Liaise with key stakeholders and end users to discuss best practice and future developments.
• Attend regular system and programme meetings as a representative of the CMS product team.
• Run regular CMS KPI reports in PowerBI in line with the needs of the business.
• Contribute to the systems continuous development.
• Manage CRM Data Senior Executive in successful delivery of data quality KPIs.

You’ll be someone with:

• Proven experience in implementing and developing Microsoft Dynamics CRM within the professional services sector.
• Basic technical knowledge of Microsoft Dynamics D365/CRM/Power Platform and associated products and technologies.
• Experience in controlling data quality within the system, including setting targets for yourself and your team, aligning data processes, and performing clean-up exercises in accordance with data policy requirements and broader projects within the firm.
• Proficient understanding of PowerBI.
• The ability to be a self-starter, capable of working independently or as part of a team.
• Expert knowledge of project and product life cycles.
• The ability to build rapport and establish good working relationships with key senior stakeholders.
• The ability to manage expectations and ‘push back’ when necessary.

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.

Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

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