CRM Analyst

Role overview

• ID: 2024-6031
• Entity: Vistry Services
• Region: Vistry Services
• Department: IT
• Contract Type: Permanent - Full Time
• Job Location: Cheltenham, Gloucestershire
• Date Posted: 01.08.2024

We have a great opportunity for a CRM Analyst to join our team within Vistry Services, at our Cotswolds office in Cheltenham. As our CRM Analyst, you will be working alongside the 1st line support and 2nd line support team, to provide day to day support on our CRM environments (Dynamics 365); ensuring that the CRM is administered and supporting any escalated queries

We are pleased to say, this role can accommodate agile working arrangements.

• Let's cut to the chase, what's in it for you...

• Competitive basic salary and annual bonus

• Agile working possible (dependent on role)

• Up to 33 days annual leave plus bank holidays

• Private Healthcare

• Enhanced maternity, paternity and adoption leave

• Competitive contributory pension scheme

• Life assurance – 4 x your annual salary

• Share incentive schemes

• Employee rewards portal with many more benefits...

• In return, what we would like from you...

• Behave in line with our company values – Integrity, Caring and Quality

• Willingness to understand Microsoft Dynamics CRM 365 and provide support

• Desire to ensure the core business system is documented and maintained

• Willingness to share knowledge with others

• Ability to understand user queries and relate to business process in Dynamics

• Understanding and practical experience of managing a hosted Microsoft Dynamics CRM solution

• Experience supporting CRM environments within a 1st/2nd line role

• Excellent communications skills

• Able to work under pressure, and accept criticism of work

• Friendly, flexible and helpful attitude

• Good team working skills

• Accurate with an eye for detail

• A methodical approach

• Ability to work under pressure

• Occasional travel to other business locations and supplier locations

Desirable...

• Knowledge of the construction industry

• Experience of configuration of Microsoft Dynamics

• Experience of report creation, development and maintenance

• More about the CRM Analyst role...

• Receive and manage internal user CRM support calls.

• Ensure business processes are adhered to by end users.

• Provide consistent and robust communication to all users in respect to business and system processes.

• Provide support to both internal and external customers using the Dynamics platform.

• Log support calls with 3rd party suppliers where required.

• Maintaining a log of the support calls within the companies ITSM tool.

• Resolve calls internally where possible or escalate to 3rd party suppliers as appropriate.

• Report on the performance of the CRM and support statistics to management.

• Control access to environments by CRM support and consultants.

• Set up, test and maintain user groups which control user access by role.

• Set up and maintain user access and other security features.

• Liaising with the system trainer, manage training requirements of CRM users.

• Highlight when end users require training.

• Advise on the feasibility of requested Support changes and present to the Change Control Board for authorisation.

• Keep a log of Support configuration changes in the various environments.

• Carry out configuration changes as required or manage the changes made by consultants.

• Communicate with CRM users as necessary on support issues, new functionality and other changes.

• Periodically assist with testing and implementation of any new functionality.

• Creating and developing reports within CRM as and when requested by the business.

• Liaising with the report developers, control the application and testing of new reports.

• Provide ad-hoc data extracts and reports as and when required.

• Develop and maintain comprehensive documentation on Dynamics, problem resolutions, and other procedures.

• Effectively manage own workload including planning and prioritization.

• Adhere to the IT Security Strategy at all times.

Finally, let's tell you a bit more about us...

We're Vistry Group, the UK's leading provider of affordable mixed-tenure homes. Our core values of integrity, caring, and quality shape all we do; our partnership-led approach helps us build sustainable communities where they're needed most.

You're probably familiar with our unmatched portfolio of brands: Linden Homes, Bovis Homes, and Countryside Homes. We also have Vistry Works, our timber frame manufacturing operation, and Vistry Services, our support functions. Together, we build more than homes, so there's nowhere better to build your career. We're proud that our culture sees everyone treated fairly and respectfully, with diversity and inclusion a top priority and reasonable adjustments provided during the application process. Join us in making Vistry.

#LI-WS1

Benefits

Agile Working

Offers a flexible way of working.

Annual Leave

Enjoy 28 days' holiday plus all UK Bank Holidays. There are options to carry leave forwards and buy up to 5 days.

Pension with Legal & General

Eligible employees are auto-enrolled. You contribute 4%, we contribute 6%. Salary Sacrifice and options to increase contributions available.

Volunteer Days

With 2 paid volunteer days a year, you can give back to communities and charities.

Why Vistry

Joining Vistry is just the start of building your perfect career. In return for your passion and skills, we invest in your future, providing all the support and training you need to thrive in your career and realise your potential. Our work is rewarding in itself, but we also offer a range of financial, lifestyle, health and wellbeing benefits, plus plenty of recognition incentives. We value you and everything you help us build as we make Vistry together.