Don't miss out: Claim a free 90-minute CRM Success Workshop now
Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Boost productivity and drive your sales process
Manage projects, track revenue and budget
Shape CRM solutions that solve real business problems, working directly with customers from first workshop to go live.
Full time
Head of Professional Services
Competitive
Office 3 days/week · WFH Wed & Fri
We're looking for a driven and customer-focused CRM Consultant to join Workbooks and play a key role in delivering successful CRM projects. You'll be responsible for leading implementations from discovery through to go live, helping customers transform their sales, marketing, service, and operational processes through the effective use of Workbooks CRM.
Working closely with customer stakeholders, you'll configure and deliver CRM solutions that help organisations streamline operations and achieve better business outcomes.
Hands-on experience implementing or administering CRM platforms such as Workbooks, Salesforce, Dynamics 365, HubSpot, or similar.
Confident leading workshops, gathering requirements, and turning business needs into practical solutions.
Able to build credibility with customer stakeholders and communicate effectively at all levels of an organisation.
Skilled at understanding how sales, marketing, service, and operational teams work, and translating those processes into CRM solutions.
Comfortable designing and configuring CRM systems that align with customer objectives and best practice.
Analytical approach to identifying challenges, evaluating options, and recommending effective solutions.
Experience with data migration, reporting, integrations, and CRM administration. SQL knowledge is beneficial but not essential.
Organised and methodical, with the ability to manage multiple projects, priorities, and deadlines.
Understands project scope, budget management, and the importance of delivering value to customers.
Curious about new technologies and enthusiastic about adopting AI-assisted tools and ways of working.
Share Options in Workbooks' long-term success
25 days holiday plus your birthday off
Life Assurance & Pension scheme, Benefits platform
LinkedIn Learning account
Employee Assistance Programme
Hybrid working: 3 days in the Reading office, 2 days working from home.
Lunch provided every Thursday
There’s lots of CRM companies out there – so why pick Workbooks? Well, we’re a little different to other providers.
Collaboration is key to our success. We support,
motivate, and challenge each other to achieve the
best outcomes together.
For everyone to thrive, we act with honesty,
integrity, and accountability in everything we do.
We’re proactive and focused, prioritizing the work
that delivers the greatest impact and most
meaningful results.
The R in CRM stands for relationship. Our
customers are at the heart of everything we do.
We listen actively, ask thoughtful questions, and
make sure we truly understand before we respond
or act.
Thank you for your interest in joining our team as a CRM Consultant.
Please complete the application form and upload your CV. You can also include a cover letter or external portfolio that you feel will help us understand your experience, skills, and suitability for the role.
Once we’ve received your application, our recruitment team will review it carefully. If your experience matches what we’re looking for, we’ll be in touch to discuss the next steps.
We appreciate the time you’ve taken to apply and look forward to learning more about you.
