We’re looking for people to join the Access family, who share our passion for believing in better, and who will help us continue to grow. Love Work. Love Life. Be You. - is central to our success and how we give our customers the freedom to do more of what's important to them. What does Access offer you? We offer a blended approach to office working, expecting you to collaborate and connect in one of our thriving offices on average three days per week. We deliver on what we say, taking the development of our people seriously. We’ll work with you to progress your success plan and provide opportunities to accelerate your career. You will start with 25 days of annual leave that increases with your seniority in the company, private healthcare, and life insurance. We pride ourselves on being an organisation that gives back, so you’ll also have one charity day allocated to support a cause that matters to you. There are plenty of other perks. Apply to find out more. About you: You are a proactive, customer-focused professional with strong technical expertise, problem-solving skills, and a passion for ensuring seamless CRM onboarding. You thrive in a fast-paced environment and are comfortable collaborating with cross-functional teams. Day-to-day, you will: • Collaborate with Project Managers and clients to define business requirements and tailor CRM solutions accordingly. • Configure and customize CRM software to align with client needs, including data migration, integrations, and workflow automation. • Conduct end-user training sessions to ensure effective adoption and use of CRM functionalities. • Perform comprehensive testing and troubleshooting to ensure the CRM system operates seamlessly before going live. • Develop and maintain detailed documentation of CRM onboarding processes, client-specific configurations, and best practices. • Serve as the primary point of contact for customers throughout the onboarding process, providing troubleshooting assistance and facilitating a smooth transition to ongoing support. Your skills and experiences might also include: • 2-3 years of experience in CRM implementation, onboarding, or customer success. • Strong knowledge of CRM platforms such as Salesforce, Microsoft Dynamics, Oracle, or Allora CRM. • Ability to analyze business requirements and translate them into technical solutions. • Excellent communication, interpersonal, and project management skills. • Strong problem-solving abilities with keen attention to detail. • Ability to work independently and collaboratively in a fast-paced environment. • Willingness to travel as needed for customer onboarding and training. Preferred Qualifications: • Experience with Agile development methodologies. • Background in software development or technical consulting. • Proficiency in data analytics and reporting tools. • CRM software certifications, such as: o Salesforce Certified Administrator o Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate What are we all about? The Access Group is one of the largest UK-headquartered providers of business management software to small and mid-sized organisations in the UK, Ireland, USA, and Asia Pacific. It helps more than 100,000 customers across commercial and non-profit sectors become more productive and efficient. Our products and solutions go beyond providing technology; we connect the right people with the right data, at the right time, through Access Workspace. At Access, we are committed to creating a welcoming and inclusive environment where everyone can thrive. If you're excited about this role, (even if your previous experience doesn't align perfectly), you might just be the perfect fit for us! We wholeheartedly believe in equality for all and the transformative power of diversity. Why not join our vibrant team where you can love what you do, love how you live, and most importantly, be authentically you? Let's make a difference together. Love Work. Love Life. Be You.