CRM Specialist / Technical BA

CRM Specialist / Technical Business Analyst

Central London x 1 per week (Wednesday)

6 - 8 week contract

Immediate start preferred

We are seeking a CRM Specialist / Technical Business Analyst to lead a short-term discovery project for a government-funded, independent body providing legal advice to leaseholders.

The role:

This role involves leading a technical review of the organisation's current CRM system to determine whether it should be optimised or replaced. The assessment will be vendor-agnostic and evidence-based, with no pre-selected platforms or suppliers. It requires someone comfortable working in a lean environment, able to operate autonomously, adapt quickly, and bring hands-on experience from similar small business or non-profit settings.

Responsibilities:

• Conduct a technical review of the current CRM and contact platform
• Document system architecture, data flows, and integration's
• Identify limitations, risks, and opportunities for improvement
• Evaluate CRM options and provide a clear, evidence-based recommendation
• Produce high-quality technical documentation and a final report for leadership

Who we are looking for:

• Proven experience with CRM systems
• Strong technical business analysis skills
• Confident in system architecture, data mapping, and documentation
• Vendor-agnostic mindset, recommendations must be evidence-led
• Able to hit the ground running and work independently within a small, agile team

We are looking for someone who can step in quickly and make an immediate impact, ideally available to start right away or within a week.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.