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CRM Solutions Engineer

Location

United Kingdom

Posted

68 days ago

Salary

PEN450 - PEN600 / year

Seniority

Mid Level

Job Description

CRM Solutions Engineer

Spot

Role Description A Freelance CRM Solutions Engineer is needed to join The Legal Director, a scaling B2B legal services firm entering a critical stage of operational maturity. Working directly with the leadership team, this is a high impact project role focused on reviewing, redesigning and rebuilding the systems that underpin the commercial engine. This is not a standard CRM admin brief. It sits at the intersection of: - Systems architecture - Product thinking - Operational design - Hands-on technical delivery You will assess the current environment, untangle technical debt, and design a future state that is commercially practical, scalable and aligned to how the business actually works. As the business grows, the need for clarity across pipeline tracking, workflow management, reporting and integrations has become critical. Joining as the Freelance CRM Solutions Engineer, you will: - Conduct a full audit of the current CRM and systems landscape - Review customisations, workflows, integrations and underlying logic - Identify inefficiencies and technical blockers - Map operational dependencies From there, you will work closely with leadership to define requirements and shape a clear technical roadmap. A key part of the brief is advising whether to optimise Microsoft Dynamics or migrate to a more flexible platform such as Zoho CRM. Your remit is to bring objectivity, technical depth and commercial pragmatism to that decision. This is a hands-on project role. You will: - Design scalable CRM architecture - Build or reconfigure workflows and automations - Support data migration and cleansing - Improve MI visibility and funnel tracking - Create robust API integrations with third party systems You must be comfortable moving between developer level conversations and strategic discussions with non-technical stakeholders. Qualifications - Strong experience in CRM development, backend configuration and customisation - Proven systems architecture and integration expertise, including APIs and webhooks - Confidence reviewing existing codebases and technical dependencies - Experience leading technical discovery and solution design - Hands-on exposure to Microsoft Dynamics and Zoho CRM - Experience with data migration, relational data structures and SQL concepts - Ability to translate business requirements into structured technical delivery plans - Experience working directly with senior stakeholders in scaling organisations - Exposure to Salesforce, HubSpot, Power BI or wider analytics tooling is beneficial but not essential Requirements - This is a freelance, project based, remote contract with occasional London working sessions alongside the senior leadership team - The brief requires someone capable of operating autonomously, bringing clarity to complexity and embedding structure that will support long term growth Benefits - Work at the centre of a scaling professional services business - Your impact will be visible across sales, operations and leadership decision making - Daily rate is £450-600 / day depending on experience

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