A leading charitable organization is looking for a Marketing Automation Coordinator to manage their email communications and support data activities. This pivotal role will handle the email calendar, ensuring timely delivery of newsletters and event updates. The candidate should be adept in data handling and GDPR compliance. Experience with platforms like Campaign Monitor and Microsoft Dynamics 365 is essential. A collaborative spirit and enthusiasm for marketing automation are key to succeed in this position.
Apr 24, 2026
Full time
A leading charitable organization is looking for a Marketing Automation Coordinator to manage their email communications and support data activities. This pivotal role will handle the email calendar, ensuring timely delivery of newsletters and event updates. The candidate should be adept in data handling and GDPR compliance. Experience with platforms like Campaign Monitor and Microsoft Dynamics 365 is essential. A collaborative spirit and enthusiasm for marketing automation are key to succeed in this position.
Sales Specialist - Microsoft Business ApplicationsOverviewThis organisation is a modern, forward-thinking Microsoft Cloud partner delivering a range of technology services, including IT support, networking solutions, digital transformation, and advanced Microsoft Business Applications. The team is collaborative, growth-oriented, and committed to helping clients solve complex business challenges through innovative thinking and high-quality solutions.Flexible working is a core part of the culture, with opportunities for remote or hybrid arrangements depending on business needs. The environment encourages autonomy, continuous learning, and a strong sense of shared success. Role SummaryThe Sales Specialist for Microsoft Business Applications plays a pivotal role in driving growth across the Dynamics 365 and Power Platform portfolio. This is a consultative, solution-led sales position focused on understanding client challenges, shaping tailored Microsoft solutions, and working closely with internal teams to deliver successful outcomes.Rather than selling standalone products, the role centres on leading strategic conversations that position Microsoft Business Applications as key enablers of digital transformation. Key ResponsibilitiesSolution-Led Selling Lead discovery sessions to understand customer goals, challenges, and transformation objectives. Design and communicate end-to-end Microsoft Business Application solutions aligned to measurable business outcomes. Translate technical capabilities into clear commercial and operational value for senior stakeholders.Sales & Pipeline Ownership Identify, qualify, and progress new business opportunities across mid-market and enterprise clients. Manage opportunities from initial engagement through to close, ensuring a high-quality customer experience. Develop compelling proposals, business cases, and presentations for both technical and non-technical audiences.Collaboration & Team Selling Work closely with account managers, sales leadership, presales consultants, and technical architects throughout the sales cycle. Act as the subject matter expert for Microsoft Business Applications within cross-functional deal teams. Build strong relationships with Microsoft and other ecosystem partners to support co-selling opportunities.Market & Customer Insight Stay informed on Microsoft's Business Applications roadmap, industry developments, and competitor activity. Use market insight to proactively identify opportunities and enhance customer conversations. Skills & Experience Proven experience selling Microsoft Business Applications (Dynamics 365, Power Platform, Business Central, CE/CRM). Strong background in consultative or solution-based selling within technology, cloud, or digital transformation. Confident engaging with senior decision-makers and leading strategic discussions. Experience collaborating with technical and delivery teams during complex sales cycles. Commercially astute, target-driven, and comfortable managing a sales pipeline. Excellent communication, storytelling, and relationship-building skills. A mindset focused on learning, growth, and continuous improvement. Additional Responsibilities (Customer Engagement Focus) Support the development and execution of the organisation's Dynamics 365 Customer Engagement strategy. Manage client relationships to drive adoption and ensure customers maximise value from their solutions. Identify client needs and deliver tailored recommendations that support long-term success. Manage multiple accounts effectively, prioritising workload to meet business objectives. What You Can Expect A supportive, ambitious, and collaborative culture that values humility, innovation, and shared success. Opportunities for professional development and continuous learning. A range of modern employee benefits, including flexible working and wellbeing initiatives. A positive team environment with regular social activities and recognition events.
Apr 23, 2026
Full time
Sales Specialist - Microsoft Business ApplicationsOverviewThis organisation is a modern, forward-thinking Microsoft Cloud partner delivering a range of technology services, including IT support, networking solutions, digital transformation, and advanced Microsoft Business Applications. The team is collaborative, growth-oriented, and committed to helping clients solve complex business challenges through innovative thinking and high-quality solutions.Flexible working is a core part of the culture, with opportunities for remote or hybrid arrangements depending on business needs. The environment encourages autonomy, continuous learning, and a strong sense of shared success. Role SummaryThe Sales Specialist for Microsoft Business Applications plays a pivotal role in driving growth across the Dynamics 365 and Power Platform portfolio. This is a consultative, solution-led sales position focused on understanding client challenges, shaping tailored Microsoft solutions, and working closely with internal teams to deliver successful outcomes.Rather than selling standalone products, the role centres on leading strategic conversations that position Microsoft Business Applications as key enablers of digital transformation. Key ResponsibilitiesSolution-Led Selling Lead discovery sessions to understand customer goals, challenges, and transformation objectives. Design and communicate end-to-end Microsoft Business Application solutions aligned to measurable business outcomes. Translate technical capabilities into clear commercial and operational value for senior stakeholders.Sales & Pipeline Ownership Identify, qualify, and progress new business opportunities across mid-market and enterprise clients. Manage opportunities from initial engagement through to close, ensuring a high-quality customer experience. Develop compelling proposals, business cases, and presentations for both technical and non-technical audiences.Collaboration & Team Selling Work closely with account managers, sales leadership, presales consultants, and technical architects throughout the sales cycle. Act as the subject matter expert for Microsoft Business Applications within cross-functional deal teams. Build strong relationships with Microsoft and other ecosystem partners to support co-selling opportunities.Market & Customer Insight Stay informed on Microsoft's Business Applications roadmap, industry developments, and competitor activity. Use market insight to proactively identify opportunities and enhance customer conversations. Skills & Experience Proven experience selling Microsoft Business Applications (Dynamics 365, Power Platform, Business Central, CE/CRM). Strong background in consultative or solution-based selling within technology, cloud, or digital transformation. Confident engaging with senior decision-makers and leading strategic discussions. Experience collaborating with technical and delivery teams during complex sales cycles. Commercially astute, target-driven, and comfortable managing a sales pipeline. Excellent communication, storytelling, and relationship-building skills. A mindset focused on learning, growth, and continuous improvement. Additional Responsibilities (Customer Engagement Focus) Support the development and execution of the organisation's Dynamics 365 Customer Engagement strategy. Manage client relationships to drive adoption and ensure customers maximise value from their solutions. Identify client needs and deliver tailored recommendations that support long-term success. Manage multiple accounts effectively, prioritising workload to meet business objectives. What You Can Expect A supportive, ambitious, and collaborative culture that values humility, innovation, and shared success. Opportunities for professional development and continuous learning. A range of modern employee benefits, including flexible working and wellbeing initiatives. A positive team environment with regular social activities and recognition events.
Hybrid: 3 days per week on-site Essex £35,000 to £45,000 Are you the kind of Developer who enjoys being the recognised expert for Dynamics 365? This is a rare opportunity to take full ownership of a well?established CRM and Field Service environment that sits at the heart of the organisation's operations. You will not be lost in a large team. This is a role where your input shapes real outcomes, your ideas are heard, and your technical ability directly influences how the business uses its most important system. The company has used Dynamics 365 for over a decade and heavily customises both CRM and Field Service to support engineering, sales, customer operations, training and service delivery. With the current CRM specialist moving on, they are looking for someone who can step in with confidence and help evolve the platform as part of a supportive, collaborative IT function. What You Will Be Doing Developing and enhancing Dynamics 365 Customising CRM and Field Service to support a wide range of operational processes Building workflows, plugins, integrations and automations Improving usability, speed and system behaviour Working on ongoing migration of processes from legacy systems into CRM Being the trusted CRM specialist Working directly with internal teams including engineering, sales and operations Translating business requirements into scalable Dynamics 365 solutions Advising the business on efficient use of CRM system functionality Supporting an actively used Field Service operation Used daily by more than 130 engineers for servicing, reactive work, parts ordering and training. The work you do will have a clear and visible impact on the wider organisation. Working responsibly within a regulated environment The role involves data considerations, automated email triggers and GDPR awareness, so a careful and methodical approach is important. Technical Skills Essential Strong experience with Microsoft Dynamics 365 (CRM and ideally Field Service) Good knowledge of CRM configuration, workflows and integrations Power Platform (Power Apps, Power Automate and Power BI) Desirable C# development including plugins and Dynamics SDK Azure Functions and Service Bus Experience building custom extensions within Dynamics 365 Working Pattern The preference is three days a week on-site. This is because close collaboration is valuable, especially during handover. However, if two days is strongly preferred by the right candidate, the hiring manager is open to discussing it. Why This Role Stands Out True ownership of a core business platform A supportive manager who values your expertise A steady pipeline of improvements and project work The chance to influence how Dynamics 365 is used across the whole company A genuinely friendly and collaborative environment If you want a role where your contribution matters and you like being the go?to person for Dynamics 365, this could be the perfect next step. Apply now or get in touch for a confidential conversation.
Apr 21, 2026
Full time
Hybrid: 3 days per week on-site Essex £35,000 to £45,000 Are you the kind of Developer who enjoys being the recognised expert for Dynamics 365? This is a rare opportunity to take full ownership of a well?established CRM and Field Service environment that sits at the heart of the organisation's operations. You will not be lost in a large team. This is a role where your input shapes real outcomes, your ideas are heard, and your technical ability directly influences how the business uses its most important system. The company has used Dynamics 365 for over a decade and heavily customises both CRM and Field Service to support engineering, sales, customer operations, training and service delivery. With the current CRM specialist moving on, they are looking for someone who can step in with confidence and help evolve the platform as part of a supportive, collaborative IT function. What You Will Be Doing Developing and enhancing Dynamics 365 Customising CRM and Field Service to support a wide range of operational processes Building workflows, plugins, integrations and automations Improving usability, speed and system behaviour Working on ongoing migration of processes from legacy systems into CRM Being the trusted CRM specialist Working directly with internal teams including engineering, sales and operations Translating business requirements into scalable Dynamics 365 solutions Advising the business on efficient use of CRM system functionality Supporting an actively used Field Service operation Used daily by more than 130 engineers for servicing, reactive work, parts ordering and training. The work you do will have a clear and visible impact on the wider organisation. Working responsibly within a regulated environment The role involves data considerations, automated email triggers and GDPR awareness, so a careful and methodical approach is important. Technical Skills Essential Strong experience with Microsoft Dynamics 365 (CRM and ideally Field Service) Good knowledge of CRM configuration, workflows and integrations Power Platform (Power Apps, Power Automate and Power BI) Desirable C# development including plugins and Dynamics SDK Azure Functions and Service Bus Experience building custom extensions within Dynamics 365 Working Pattern The preference is three days a week on-site. This is because close collaboration is valuable, especially during handover. However, if two days is strongly preferred by the right candidate, the hiring manager is open to discussing it. Why This Role Stands Out True ownership of a core business platform A supportive manager who values your expertise A steady pipeline of improvements and project work The chance to influence how Dynamics 365 is used across the whole company A genuinely friendly and collaborative environment If you want a role where your contribution matters and you like being the go?to person for Dynamics 365, this could be the perfect next step. Apply now or get in touch for a confidential conversation.
About HSO HSO is a Business Transformation Partner with deep industry expertise and global reach. We leverage the full power of the Microsoft Cloud to help organisations modernise operations, adopt data-driven intelligent automation, deliver real-time insights, and accelerate digital impact. By utilising Dynamics 365, Power Platform, Azure, Microsoft 365, AI/Copilot and Data & AI capabilities, HSO empowers organisations to innovate faster, improve how their people work, and enhance citizen and customer experiences. Founded in 1987, HSO has more than 2,500 professionals across Europe, North America, and Asia. We are one of the world's top Microsoft business applications and cloud transformation partners, and a proud member of Microsoft's elite Inner Circle, representing the top 1% of partners worldwide. We specialise in sectors such as Public Sector, Retail, Manufacturing, Professional Services, and Financial Services. As an award-winning partner, HSO has been recognised as the global winner of the Microsoft Partner of the Year Award for D365 Finance, and a Finalist for D365 Sales & Marketing. We have also been ranked among the Best Companies to Work For, reflecting our culture of care, innovation, and growth. At HSO, we are large enough to deliver enterprise-scale transformation, yet small enough to care. Our culture encourages entrepreneurship, collaboration, and personal development - where your voice is heard, and your impact is felt. Purpose of the role As a Public Sector Business Development Manager, you will lead on developing strategic relationships and securing new business within the UK public sector. You will identify opportunities and position Microsoft business applications and cloud services to help public sector organisations transform how they operate, improve citizen services, enhance efficiency, and achieve compliance and policy objectives. Working closely with our Delivery, Pre-Sales, and Microsoft teams, you will shape compelling propositions and navigate complex public sector procurement processes including frameworks, tenders, and competitive bids. This is a high-impact role that will play a key part in building HSO's growing footprint in the public sector and driving long term growth. Reporting Line This role reports to the Sales Director. Job Function Develop and execute a go to market strategy for the UK public sector, identifying target accounts and growth opportunities across central government, local authorities, healthcare/NHS, housing associations, and not for profit organisations. Build strong relationships with key public sector stakeholders, including C Suite, Digital Transformation leaders, and Commercial/Procurement functions. Qualify opportunities, lead full sales cycles, and manage bids and proposals through to closure, including through frameworks such as G Cloud, Digital Outcomes & Specialists, and others. Shape and present tailored value propositions aligned to client goals, drawing on Microsoft technologies including Dynamics 365, Power Platform, Microsoft 365, Azure, and AI/Copilot. Collaborate with internal teams (Pre Sales, Architects, Delivery, Legal) to create compelling solutions and commercial proposals. Maintain a high quality pipeline and accurate forecasting in CRM, contributing to regular reporting and leadership reviews. Stay informed on public sector policy, digital trends, funding streams, and procurement developments to support account planning. Represent HSO at public sector industry events, thought leadership sessions, and Microsoft community engagements. EXPERIENCE Essential Proven track record in business development, account management or consultative sales within the UK public sector. Strong understanding of public sector procurement processes, frameworks, and budget cycles. Experience positioning Microsoft Cloud solutions or business applications (e.g., Dynamics 365, Azure, M365, Power Platform). Commercially astute with the ability to shape and negotiate complex deals. Excellent stakeholder engagement, communication, and influencing skills. Self driven with a strong sense of ownership and accountability. Able to lead virtual teams and collaborate across functions to advance deals. Desirable Familiarity with frameworks such as G Cloud, DOS, NHS SBS, or similar. Experience working for a Microsoft partner or digital transformation consultancy. Understanding of public sector challenges such as data governance, digitisation of services, legacy system modernisation, and citizen experience improvement. Experience using CRM systems (ideally Dynamics 365) for pipeline management and forecasting. Degree level education or equivalent professional experience. Personal Qualities Passion for public sector improvement and service transformation. Resilient, outcome orientated, and motivated by delivering results. Highly collaborative and able to build trust quickly. Excellent communicator with strong written and verbal presentation skills. Analytical mindset with the ability to spot trends and opportunities. Energetic, proactive, and solutions focused. Location HSO offices are located in Manchester, Glasgow, and Reading. This is a hybrid role, with flexibility to work remotely. Travel to client sites and HSO offices will be required for relationship building and key meetings. Salary We offer a competitive, market aligned salary that reflects the skills and experience of each candidate. The salary package will be discussed during the interview process and will be based on current market benchmarks for similar roles, as well as the individual's qualifications and experience. Eligible employees may also receive performance based bonuses and can participate in our extensive benefits programme. Benefits Included: Paid Holidays Pension Healthcare Dental Life Insurance Tonic Wellbeing HSO Perkz Flexible working (when required and agreed)
Apr 18, 2026
Full time
About HSO HSO is a Business Transformation Partner with deep industry expertise and global reach. We leverage the full power of the Microsoft Cloud to help organisations modernise operations, adopt data-driven intelligent automation, deliver real-time insights, and accelerate digital impact. By utilising Dynamics 365, Power Platform, Azure, Microsoft 365, AI/Copilot and Data & AI capabilities, HSO empowers organisations to innovate faster, improve how their people work, and enhance citizen and customer experiences. Founded in 1987, HSO has more than 2,500 professionals across Europe, North America, and Asia. We are one of the world's top Microsoft business applications and cloud transformation partners, and a proud member of Microsoft's elite Inner Circle, representing the top 1% of partners worldwide. We specialise in sectors such as Public Sector, Retail, Manufacturing, Professional Services, and Financial Services. As an award-winning partner, HSO has been recognised as the global winner of the Microsoft Partner of the Year Award for D365 Finance, and a Finalist for D365 Sales & Marketing. We have also been ranked among the Best Companies to Work For, reflecting our culture of care, innovation, and growth. At HSO, we are large enough to deliver enterprise-scale transformation, yet small enough to care. Our culture encourages entrepreneurship, collaboration, and personal development - where your voice is heard, and your impact is felt. Purpose of the role As a Public Sector Business Development Manager, you will lead on developing strategic relationships and securing new business within the UK public sector. You will identify opportunities and position Microsoft business applications and cloud services to help public sector organisations transform how they operate, improve citizen services, enhance efficiency, and achieve compliance and policy objectives. Working closely with our Delivery, Pre-Sales, and Microsoft teams, you will shape compelling propositions and navigate complex public sector procurement processes including frameworks, tenders, and competitive bids. This is a high-impact role that will play a key part in building HSO's growing footprint in the public sector and driving long term growth. Reporting Line This role reports to the Sales Director. Job Function Develop and execute a go to market strategy for the UK public sector, identifying target accounts and growth opportunities across central government, local authorities, healthcare/NHS, housing associations, and not for profit organisations. Build strong relationships with key public sector stakeholders, including C Suite, Digital Transformation leaders, and Commercial/Procurement functions. Qualify opportunities, lead full sales cycles, and manage bids and proposals through to closure, including through frameworks such as G Cloud, Digital Outcomes & Specialists, and others. Shape and present tailored value propositions aligned to client goals, drawing on Microsoft technologies including Dynamics 365, Power Platform, Microsoft 365, Azure, and AI/Copilot. Collaborate with internal teams (Pre Sales, Architects, Delivery, Legal) to create compelling solutions and commercial proposals. Maintain a high quality pipeline and accurate forecasting in CRM, contributing to regular reporting and leadership reviews. Stay informed on public sector policy, digital trends, funding streams, and procurement developments to support account planning. Represent HSO at public sector industry events, thought leadership sessions, and Microsoft community engagements. EXPERIENCE Essential Proven track record in business development, account management or consultative sales within the UK public sector. Strong understanding of public sector procurement processes, frameworks, and budget cycles. Experience positioning Microsoft Cloud solutions or business applications (e.g., Dynamics 365, Azure, M365, Power Platform). Commercially astute with the ability to shape and negotiate complex deals. Excellent stakeholder engagement, communication, and influencing skills. Self driven with a strong sense of ownership and accountability. Able to lead virtual teams and collaborate across functions to advance deals. Desirable Familiarity with frameworks such as G Cloud, DOS, NHS SBS, or similar. Experience working for a Microsoft partner or digital transformation consultancy. Understanding of public sector challenges such as data governance, digitisation of services, legacy system modernisation, and citizen experience improvement. Experience using CRM systems (ideally Dynamics 365) for pipeline management and forecasting. Degree level education or equivalent professional experience. Personal Qualities Passion for public sector improvement and service transformation. Resilient, outcome orientated, and motivated by delivering results. Highly collaborative and able to build trust quickly. Excellent communicator with strong written and verbal presentation skills. Analytical mindset with the ability to spot trends and opportunities. Energetic, proactive, and solutions focused. Location HSO offices are located in Manchester, Glasgow, and Reading. This is a hybrid role, with flexibility to work remotely. Travel to client sites and HSO offices will be required for relationship building and key meetings. Salary We offer a competitive, market aligned salary that reflects the skills and experience of each candidate. The salary package will be discussed during the interview process and will be based on current market benchmarks for similar roles, as well as the individual's qualifications and experience. Eligible employees may also receive performance based bonuses and can participate in our extensive benefits programme. Benefits Included: Paid Holidays Pension Healthcare Dental Life Insurance Tonic Wellbeing HSO Perkz Flexible working (when required and agreed)
The Role This role will be based in Information Technology Services (ITS), we are a customer-focused department servicing the Information Technology needs of Aberystwyth University. You will be required to demonstrate an excellent knowledge of Dynamics 365, Power Apps, Microsoft Fabric, Azzure Data Factory, Integrations, API's, Oracle Technologies and SQL. The CRM Developer / Integration Specialist will report to the Head of IT Applications and Development. They will be responsible for the development and support of function required to meet the needs for a Marketing focused Dynamics 365 CRM. They will be responsible for AU Dynamics 365 Environments, Power Platform development (Power Apps Portals, Model-Driven / Canvas Applications), Microsoft Dataverse, CRM forms, Azure Logic apps and Power Automate. The role will also entail managing the integrations across the range of university in-house developed applications including the Admission System (APEX Oracle), Clearing Application (APEX Oracle) and Gecko Event management. Integrations will be between the University's systems, and third party provided software both hosted on premise and cloud based. In this role, you will be required to line manage, support and train the Project Support Officer and a System Analyst / Developer currently working on the University CRM implementation, integrations and supporting applications. Based on your knowledge and expertise, you will create detailed specifications and with the support of your team to build the development solutions that most effectively meet the marketing CRM requirements of the university. You will be a creative, innovative thinker with outstanding problem-solving skills, able to learn quickly and adapt to new challenges. With a keen interest in new and emerging technologies, you are passionate about innovation and excited by the idea of bringing these within our mainstream usage. Your excellent written and oral communication enables you to present ideas clearly and effectively to colleagues, senior management and project partners. To make an informal enquiry, please contact Iola Hagen, Head of IT Applications and Development . Successful applicants will be subject to a satisfactory Disclosure and Barring Service Check (DBS) check. Appointments are normally made within 4 - 8 weeks of the closing date. What you'll do This job description is subject to review and amendment in the light of the changing needs of the University, to provide appropriate development opportunities and/or the addition of any other reasonable duties. Informal training will be provided through working with existing members of the Development team and using systems manuals and online training materials. CRM Development and Integration Liaise with users in Global Marketing and Recruitment (GMSR) to understand their specific requirements and work with them to design appropriate CRM and data integration solutions. Work within the AU Dynamics 365 Environments, Solutions, Journeys and Integrations. Work with and train the team to use Power Platform development (Power Apps Portals, Model-Driven/Canvas Applications), Microsoft Dataverse, Power Automate SharePoint. Work with and train other systems developers to agree data structures and user interfaces. Develop, test, document and support form integrations providing controlled data query and data input functionality. Knowledge of performing data integrations with Oracle technologies. Awareness of the bilingual nature for creating data input forms and reports. Develop additional web functionality using Oracle APEX. Develop, test, document, and support data processing functions to assist in maintaining accurate and reliable data in the CRM system and to support the exchange of such data between the CRM and other associated systems. Develop data migration strategies and support the transition to new systems. Responsible for taking forward new initiatives and ensuring best practice. Line management of the Project Support Officer and a System Analyst / Developer. Define the work required, set objectives, organise, and delegate work to reports according to their skills and abilities. Coordinate delivery of own and reports' work with other teams across the University. To ensure that all reports take part in the Effective Contribution Scheme (ECS) processes with clear objectives and smart targets for all team members. Engage all reports in the planning and delivery of work, ensuring a positive, flexible, and productive environment. Staff Management Technology Leadership To keep up to date with developments around the University's core business software to identify potential risks and opportunities relating to business practices and where appropriate make recommendations for future adoption of new systems. To foster excellent working relationships with staff in Faculties, academic and service departments at all levels to ensure Information Technology Services is providing well-supported technology that meets the needs of the business. To support and input into business cases for new digital initiatives for university committees and Executive team. Participate in the development and implementation of annual operational plans for the team. Write and deliver presentations, briefings or workshop sessions to staff, students or external bodies, taking account of the knowledge base of the participants and the complexity of the subject matter. Assist in developing training materials and delivering user training to support these systems. Liaise with external suppliers such as Gecko Engage and external consultants. To develop wide-ranging and specialist understanding of the theory and practice associated with the role and to keep this current. Project Delivery Ensure that projects and reports are delivered in line with Agile methodology. Ensure that the work and applications under their responsibility are delivering value through close alignment to business goals, frequent delivery, empowering staff, and close collaboration with the customer. To ensure effective project management is in place for all their and their reports' initiatives, working with external suppliers, stakeholders, students, and staff across the University to ensure projects are delivered on time, to budget, and meet the University's requirements. To establish and ensure that all their IT application development projects are delivered to the required standards.
Apr 10, 2026
Full time
The Role This role will be based in Information Technology Services (ITS), we are a customer-focused department servicing the Information Technology needs of Aberystwyth University. You will be required to demonstrate an excellent knowledge of Dynamics 365, Power Apps, Microsoft Fabric, Azzure Data Factory, Integrations, API's, Oracle Technologies and SQL. The CRM Developer / Integration Specialist will report to the Head of IT Applications and Development. They will be responsible for the development and support of function required to meet the needs for a Marketing focused Dynamics 365 CRM. They will be responsible for AU Dynamics 365 Environments, Power Platform development (Power Apps Portals, Model-Driven / Canvas Applications), Microsoft Dataverse, CRM forms, Azure Logic apps and Power Automate. The role will also entail managing the integrations across the range of university in-house developed applications including the Admission System (APEX Oracle), Clearing Application (APEX Oracle) and Gecko Event management. Integrations will be between the University's systems, and third party provided software both hosted on premise and cloud based. In this role, you will be required to line manage, support and train the Project Support Officer and a System Analyst / Developer currently working on the University CRM implementation, integrations and supporting applications. Based on your knowledge and expertise, you will create detailed specifications and with the support of your team to build the development solutions that most effectively meet the marketing CRM requirements of the university. You will be a creative, innovative thinker with outstanding problem-solving skills, able to learn quickly and adapt to new challenges. With a keen interest in new and emerging technologies, you are passionate about innovation and excited by the idea of bringing these within our mainstream usage. Your excellent written and oral communication enables you to present ideas clearly and effectively to colleagues, senior management and project partners. To make an informal enquiry, please contact Iola Hagen, Head of IT Applications and Development . Successful applicants will be subject to a satisfactory Disclosure and Barring Service Check (DBS) check. Appointments are normally made within 4 - 8 weeks of the closing date. What you'll do This job description is subject to review and amendment in the light of the changing needs of the University, to provide appropriate development opportunities and/or the addition of any other reasonable duties. Informal training will be provided through working with existing members of the Development team and using systems manuals and online training materials. CRM Development and Integration Liaise with users in Global Marketing and Recruitment (GMSR) to understand their specific requirements and work with them to design appropriate CRM and data integration solutions. Work within the AU Dynamics 365 Environments, Solutions, Journeys and Integrations. Work with and train the team to use Power Platform development (Power Apps Portals, Model-Driven/Canvas Applications), Microsoft Dataverse, Power Automate SharePoint. Work with and train other systems developers to agree data structures and user interfaces. Develop, test, document and support form integrations providing controlled data query and data input functionality. Knowledge of performing data integrations with Oracle technologies. Awareness of the bilingual nature for creating data input forms and reports. Develop additional web functionality using Oracle APEX. Develop, test, document, and support data processing functions to assist in maintaining accurate and reliable data in the CRM system and to support the exchange of such data between the CRM and other associated systems. Develop data migration strategies and support the transition to new systems. Responsible for taking forward new initiatives and ensuring best practice. Line management of the Project Support Officer and a System Analyst / Developer. Define the work required, set objectives, organise, and delegate work to reports according to their skills and abilities. Coordinate delivery of own and reports' work with other teams across the University. To ensure that all reports take part in the Effective Contribution Scheme (ECS) processes with clear objectives and smart targets for all team members. Engage all reports in the planning and delivery of work, ensuring a positive, flexible, and productive environment. Staff Management Technology Leadership To keep up to date with developments around the University's core business software to identify potential risks and opportunities relating to business practices and where appropriate make recommendations for future adoption of new systems. To foster excellent working relationships with staff in Faculties, academic and service departments at all levels to ensure Information Technology Services is providing well-supported technology that meets the needs of the business. To support and input into business cases for new digital initiatives for university committees and Executive team. Participate in the development and implementation of annual operational plans for the team. Write and deliver presentations, briefings or workshop sessions to staff, students or external bodies, taking account of the knowledge base of the participants and the complexity of the subject matter. Assist in developing training materials and delivering user training to support these systems. Liaise with external suppliers such as Gecko Engage and external consultants. To develop wide-ranging and specialist understanding of the theory and practice associated with the role and to keep this current. Project Delivery Ensure that projects and reports are delivered in line with Agile methodology. Ensure that the work and applications under their responsibility are delivering value through close alignment to business goals, frequent delivery, empowering staff, and close collaboration with the customer. To ensure effective project management is in place for all their and their reports' initiatives, working with external suppliers, stakeholders, students, and staff across the University to ensure projects are delivered on time, to budget, and meet the University's requirements. To establish and ensure that all their IT application development projects are delivered to the required standards.
About The Role PEI Group's Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle - from initial acquisition to onboarding, ongoing engagement, renewal, and expansion - and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally. Position Summary The Business Development Representative (BDR) is a critical role within the global acquisition team, responsible for top-of-funnel pipeline creation and early-stage client engagement. This individual owns outbound prospecting activities and is the first point of contact for new business opportunities. The BDR works closely with regional sales managers and senior sales executives to drive engagement from inbound leads and outbound campaigns, booking qualified discovery calls with target accounts across regions. Success in this role requires curiosity, persistence, and a commitment to rigorous outbound execution. Key Responsibilities Execute daily outbound cadences to assigned target accounts, including cold calling, personalized emails, and LinkedIn outreach. Rapidly respond to inbound interest including paywall hits, gated content registrations, marketing email clicks, and first-time logins. Book qualified discovery calls for New Business Sales Executives and Commercial Leaders, ensuring a steady flow of meetings from both inbound and outbound sources. Partner with sales and marketing to prioritize accounts, develop messaging strategies, and test campaign performance. Maintain and update accurate contact and activity records in the CRM (Microsoft Dynamics), ensuring full transparency and data hygiene. Build and refine target lists based on firmographic and behavioural signals across PE, VC, real assets, and other financial institutions. Collaborate closely with product, marketing, and account teams to stay informed about new initiatives, offerings, and key industry trends. KPIs and Performance Metrics Qualified meetings booked per week/month Conversion rate from prospecting to meeting held Activity volume and engagement (emails, calls, LinkedIn touches) Contribution to pipeline (meetings generated that result in qualified opportunities) Speed to lead: time to follow up on inbound interest What Success Looks Like You consistently meet or exceed your monthly meeting booking targets. You demonstrate strong coordination with regional sales and marketing teams to refine messaging and prioritize high-value accounts. You drive measurable pipeline impact by generating qualified interest from new logos and whitespace accounts. You serve as a critical bridge between marketing and sales, ensuring smooth lead handoff and feedback loops. PEI1 About You Requirements Good interpersonal and communication skills. An interest in Private Equity and the enthusiasm to learn more about the industry. Experience interacting and engaging with large scale customers and new clients in a professional work environment. Experience as a business development representative, with a track record of achieving sales quotas (desired but not essential). Experience working in a target driven/ KPI work environment. Experience or researching contacts and organization mapping. Personal Characteristics Fast learner and a passion for succeeding. Self-motivated who thrives on seeing results. Ability to work independently and as a team. Self-motivated and enthusiasm to learn. Resilient under pressure. Diplomacy: able to display multi-faceted communication skills in a persuasive, but diplomatic way to ensure that outstanding results are achieved and the right deadlines and initiatives get prioritized. About Us PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success. PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active - in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere - PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors. PEI Group values diverse talent and welcomes applications from everyone - regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.
Apr 08, 2026
Full time
About The Role PEI Group's Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle - from initial acquisition to onboarding, ongoing engagement, renewal, and expansion - and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally. Position Summary The Business Development Representative (BDR) is a critical role within the global acquisition team, responsible for top-of-funnel pipeline creation and early-stage client engagement. This individual owns outbound prospecting activities and is the first point of contact for new business opportunities. The BDR works closely with regional sales managers and senior sales executives to drive engagement from inbound leads and outbound campaigns, booking qualified discovery calls with target accounts across regions. Success in this role requires curiosity, persistence, and a commitment to rigorous outbound execution. Key Responsibilities Execute daily outbound cadences to assigned target accounts, including cold calling, personalized emails, and LinkedIn outreach. Rapidly respond to inbound interest including paywall hits, gated content registrations, marketing email clicks, and first-time logins. Book qualified discovery calls for New Business Sales Executives and Commercial Leaders, ensuring a steady flow of meetings from both inbound and outbound sources. Partner with sales and marketing to prioritize accounts, develop messaging strategies, and test campaign performance. Maintain and update accurate contact and activity records in the CRM (Microsoft Dynamics), ensuring full transparency and data hygiene. Build and refine target lists based on firmographic and behavioural signals across PE, VC, real assets, and other financial institutions. Collaborate closely with product, marketing, and account teams to stay informed about new initiatives, offerings, and key industry trends. KPIs and Performance Metrics Qualified meetings booked per week/month Conversion rate from prospecting to meeting held Activity volume and engagement (emails, calls, LinkedIn touches) Contribution to pipeline (meetings generated that result in qualified opportunities) Speed to lead: time to follow up on inbound interest What Success Looks Like You consistently meet or exceed your monthly meeting booking targets. You demonstrate strong coordination with regional sales and marketing teams to refine messaging and prioritize high-value accounts. You drive measurable pipeline impact by generating qualified interest from new logos and whitespace accounts. You serve as a critical bridge between marketing and sales, ensuring smooth lead handoff and feedback loops. PEI1 About You Requirements Good interpersonal and communication skills. An interest in Private Equity and the enthusiasm to learn more about the industry. Experience interacting and engaging with large scale customers and new clients in a professional work environment. Experience as a business development representative, with a track record of achieving sales quotas (desired but not essential). Experience working in a target driven/ KPI work environment. Experience or researching contacts and organization mapping. Personal Characteristics Fast learner and a passion for succeeding. Self-motivated who thrives on seeing results. Ability to work independently and as a team. Self-motivated and enthusiasm to learn. Resilient under pressure. Diplomacy: able to display multi-faceted communication skills in a persuasive, but diplomatic way to ensure that outstanding results are achieved and the right deadlines and initiatives get prioritized. About Us PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success. PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active - in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere - PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors. PEI Group values diverse talent and welcomes applications from everyone - regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.
About The Role PEI Group's Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle - from initial acquisition to onboarding, ongoing engagement, renewal, and expansion - and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally. Position Summary The Business Development Representative (BDR) is a critical role within the global acquisition team, responsible for top-of-funnel pipeline creation and early-stage client engagement. This individual owns outbound prospecting activities and is the first point of contact for new business opportunities. The BDR works closely with regional sales managers and senior sales executives to drive engagement from inbound leads and outbound campaigns, booking qualified discovery calls with target accounts across regions. Success in this role requires curiosity, persistence, and a commitment to rigorous outbound execution. Key Responsibilities Execute daily outbound cadences to assigned target accounts, including cold calling, personalized emails, and LinkedIn outreach. Rapidly respond to inbound interest including paywall hits, gated content registrations, marketing email clicks, and first-time logins. Book qualified discovery calls for New Business Sales Executives and Commercial Leaders, ensuring a steady flow of meetings from both inbound and outbound sources. Partner with sales and marketing to prioritize accounts, develop messaging strategies, and test campaign performance. Maintain and update accurate contact and activity records in the CRM (Microsoft Dynamics), ensuring full transparency and data hygiene. Build and refine target lists based on firmographic and behavioural signals across PE, VC, real assets, and other financial institutions. Collaborate closely with product, marketing, and account teams to stay informed about new initiatives, offerings, and key industry trends. KPIs and Performance Metrics Qualified meetings booked per week/month Conversion rate from prospecting to meeting held Activity volume and engagement (emails, calls, LinkedIn touches) Contribution to pipeline (meetings generated that result in qualified opportunities) Speed to lead: time to follow up on inbound interest What Success Looks Like You consistently meet or exceed your monthly meeting booking targets. You demonstrate strong coordination with regional sales and marketing teams to refine messaging and prioritize high-value accounts. You drive measurable pipeline impact by generating qualified interest from new logos and whitespace accounts. You serve as a critical bridge between marketing and sales, ensuring smooth lead handoff and feedback loops. PEI1 About You Requirements Good interpersonal and communication skills. An interest in Private Equity and the enthusiasm to learn more about the industry. Experience interacting and engaging with large scale customers and new clients in a professional work environment. Experience as a business development representative, with a track record of achieving sales quotas (desired but not essential). Experience working in a target driven/ KPI work environment. Experience or researching contacts and organization mapping. Personal Characteristics Fast learner and a passion for succeeding. Self-motivated who thrives on seeing results. Ability to work independently and as a team. Self-motivated and enthusiasm to learn. Resilient under pressure. Diplomacy: able to display multi-faceted communication skills in a persuasive, but diplomatic way to ensure that outstanding results are achieved and the right deadlines and initiatives get prioritized. About Us PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success. PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active - in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere - PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors. PEI Group values diverse talent and welcomes applications from everyone - regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.
Apr 08, 2026
Full time
About The Role PEI Group's Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle - from initial acquisition to onboarding, ongoing engagement, renewal, and expansion - and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally. Position Summary The Business Development Representative (BDR) is a critical role within the global acquisition team, responsible for top-of-funnel pipeline creation and early-stage client engagement. This individual owns outbound prospecting activities and is the first point of contact for new business opportunities. The BDR works closely with regional sales managers and senior sales executives to drive engagement from inbound leads and outbound campaigns, booking qualified discovery calls with target accounts across regions. Success in this role requires curiosity, persistence, and a commitment to rigorous outbound execution. Key Responsibilities Execute daily outbound cadences to assigned target accounts, including cold calling, personalized emails, and LinkedIn outreach. Rapidly respond to inbound interest including paywall hits, gated content registrations, marketing email clicks, and first-time logins. Book qualified discovery calls for New Business Sales Executives and Commercial Leaders, ensuring a steady flow of meetings from both inbound and outbound sources. Partner with sales and marketing to prioritize accounts, develop messaging strategies, and test campaign performance. Maintain and update accurate contact and activity records in the CRM (Microsoft Dynamics), ensuring full transparency and data hygiene. Build and refine target lists based on firmographic and behavioural signals across PE, VC, real assets, and other financial institutions. Collaborate closely with product, marketing, and account teams to stay informed about new initiatives, offerings, and key industry trends. KPIs and Performance Metrics Qualified meetings booked per week/month Conversion rate from prospecting to meeting held Activity volume and engagement (emails, calls, LinkedIn touches) Contribution to pipeline (meetings generated that result in qualified opportunities) Speed to lead: time to follow up on inbound interest What Success Looks Like You consistently meet or exceed your monthly meeting booking targets. You demonstrate strong coordination with regional sales and marketing teams to refine messaging and prioritize high-value accounts. You drive measurable pipeline impact by generating qualified interest from new logos and whitespace accounts. You serve as a critical bridge between marketing and sales, ensuring smooth lead handoff and feedback loops. PEI1 About You Requirements Good interpersonal and communication skills. An interest in Private Equity and the enthusiasm to learn more about the industry. Experience interacting and engaging with large scale customers and new clients in a professional work environment. Experience as a business development representative, with a track record of achieving sales quotas (desired but not essential). Experience working in a target driven/ KPI work environment. Experience or researching contacts and organization mapping. Personal Characteristics Fast learner and a passion for succeeding. Self-motivated who thrives on seeing results. Ability to work independently and as a team. Self-motivated and enthusiasm to learn. Resilient under pressure. Diplomacy: able to display multi-faceted communication skills in a persuasive, but diplomatic way to ensure that outstanding results are achieved and the right deadlines and initiatives get prioritized. About Us PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success. PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active - in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere - PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors. PEI Group values diverse talent and welcomes applications from everyone - regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this. PEI Group supports flexible working arrangements, and we welcome career returners.
