Position Title: Project Manager – CRM Implementation & Optimization Company: Convero Limited / Smarter Cover / Media Plan Location: Hybrid, Weybridge, Surrey Reports To: Senior Management Employment Type: Full-time, Permanent Salary: £50,000 - £80,000 About Us Smarter Cover Limited is a leading life insurance brokerage, committed to providing personalized support when it matters most. We specialize in delivering tailored insurance solutions, including Life Insurance, Over 50s Cover, Whole Life Cover, and Critical Illness Cover. In addition to our core services, we invest in cutting-edge CRM technology to optimize customer interactions, enhance operational efficiency, and drive business growth. As we continue to expand, we seek a skilled CRM Project Manager to spearhead the implementation and enhancement of our CRM systems, ensuring seamless integration with our sales, marketing, and customer support processes. Job Overview We are looking for an experienced and dynamic Project Manager to lead the development, implementation, and continuous improvement of our CRM systems. You will collaborate with cross-functional teams, including sales, marketing, and IT, to ensure that the CRM platform effectively supports business objectives and enhances customer experience. This role requires a strong understanding of CRM technologies, excellent project management skills, and the ability to drive adoption across the organization. As the key liaison between stakeholders and technical teams, you will ensure that CRM projects are delivered on time, within scope, and with maximum business impact. Key Responsibilities CRM Implementation & Optimization: Oversee the end-to-end management of CRM projects, from planning and development to deployment and continuous improvement. Stakeholder Collaboration: Work closely with sales, marketing, customer support, and IT teams to gather business requirements and translate them into CRM functionalities. User Training & Adoption: Develop and deliver training programs to ensure smooth CRM adoption and usage across all departments. Data Management & Integration: Ensure CRM data integrity and seamless integration with other business systems, such as marketing automation tools and customer support platforms. Customization & Enhancements: Identify opportunities for CRM customization to improve efficiency and customer engagement. Work with developers or vendors to implement these changes. Performance Monitoring & Reporting: Establish key performance indicators (KPIs) to track CRM effectiveness and provide insights for data-driven decision-making. Process Improvement: Continuously assess and refine CRM-related workflows to enhance productivity and user experience. Risk Management: Proactively identify potential risks and challenges in CRM projects and implement mitigation strategies. Qualifications and Skills Proven experience as a Project Manager in CRM implementation, CRM development, or digital transformation projects. Strong knowledge of CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or Zoho CRM. Experience managing CRM integrations with other business tools (e.g., marketing automation, ERP, telephony systems). Excellent communication and stakeholder management skills, with the ability to translate business needs into technical requirements. Strong analytical skills with experience in CRM data management, reporting, and performance tracking. Familiarity with Agile/Scrum methodologies for project management. Ability to drive user adoption through training, support, and change management strategies. Experience with AI-driven CRM enhancements or automation is a plus. What We Offer A fast-paced and collaborative working environment that encourages innovation and professional growth. Competitive salary and performance-based incentives. Access to affordable gym memberships via GymPass/WellHub. Participation in the Cycle Scheme. Annual leave between Christmas and New Year. Early finish on Fridays. Team lunches and dinners to foster camaraderie. Pension contributions: 3% employer, 5% employee (auto-enrolment after 3 months). Annual eye examination and contribution towards glasses. This is an exciting opportunity for a proactive CRM Project Manager to shape the way we leverage technology to enhance customer relationships and operational efficiency. If you are passionate about CRM strategy, process optimization, and driving digital transformation, we’d love to hear from you