CRM Data Executive

THE INSTITUTE OF GROCERY DISTRIBUTION

Watford

Full-time

Listed today

CRM Data Executive (4 Months FTC)

Department

Data & Customer Insight

Employment Type

Fixed-Term

Minimum Experience

Experienced

Compensation

Excellent salary & benefits

At IGD, we’re proud to be a Great Place to Work, where our people are empowered to grow, inspired to lead and ready to make a difference. At the heart of that experience is how we attract, welcome, and support new colleagues to join us.

That’s where you come in.

We’re looking for a CRM Data Executive who will play a key role in ensuring the accuracy, integrity, and strategic value of our customer data within Microsoft Dynamics 365. Working within a data-driven environment, the role supports multiple business functions including sales, marketing, finance and Client Engagement by maintaining high-quality data and enabling effective data usage.

This position requires a detail-oriented individual with a proactive mindset, and the ability to manage large datasets efficiently. The successful candidate will work closely with internal stakeholders to understand data requirements, implement best practices in data governance, and continuously improve data processes.

Purpose of the Position

The primary purpose of this role is to manage, cleanse, enrich, and maintain our CRM database of over 120,000 customers, ensuring it remains accurate, compliant, and fit for business use. The CRM Data Executive will support business growth by enabling high-quality reporting, targeted marketing campaigns, and insightful analytics through well-structured and reliable data.

The role also contributes to improving data standards, identifying opportunities for automation, and enhancing overall CRM performance to support strategic decision-making across the organisation.

What you’ll do

Manage end-to-end approval and contact quality validation of records for clients registering via the website and those manually uploaded by the business.

Troubleshoot record and sync anomalies between Microsoft Dynamics 365 CRM and customer record GUIDs.

Diagnose and resolve issues related to missing customer data, failed data syncs, and stuck shopping carts.

Process and maintain marketing suppression requests by updating records for unsubscribed contacts.

Share regular CRM insights, performance reports, and data-driven recommendations with business teams.

Build high-performing marketing lists and customer segments within Microsoft Dynamics 365 to drive targeted engagement and revenue-generating campaigns.

Support CRM governance by enforcing data standards, policies, and best practices, ensuring compliance with data protection regulations and internal hygiene standards.

Execute scheduled CRM cleansing, deduplication, and updates for both client and company records

What we’re looking for

Hands-on experience with Microsoft Dynamics 365 CRM and Microsoft Customer Insights, specifically in with creating Advanced Finds.

Proficiency in Microsoft Tools such as Outlook and use of Microsoft Excel (e.g., VLOOKUPs, pivot tables, data validation).

Proven ability to troubleshoot data issues, system sync errors, and inconsistencies across platforms

Strong problem-solving skills to investigate data discrepancies, sync errors, and missing customer information.

High attention to detail for contact validation, suppression list management, and data hygiene tasks.

Good understanding of customer data privacy and marketing compliance requirements (CRM governance, GDPR and scheduled data cleansing processes).

Familiarity with tools such as Power BI, Power Query, and Dotdigital (desirable but not essential)

Self-starter comfortable working cross-functionally with marketing, sales, and operations teams

The rewards

We offer a range of benefits, including a market leading pension, a bonus scheme, the ability to buy and sell annual leave plus a generous medical insurance package. You will have a great work-life balance, where you are empowered & trusted to manage your time.

The location

We are operating a hybrid approach to working with a mix of home and office-based working. We are based in a very accessible location within the M25, just 20 miles from Central London.

Our behaviours

We’re hungry for better

We solve it together

We make it happen

We say what needs to be said

More about our people

We’re looking for inspiring professionals; talented people who seek personal and career growth and are ambitious to develop their potential and unlock opportunities for society, for our clients and themselves.

We seek and attract the very best people and create an environment that supports and includes them. We aim to encourage a culture where people can be themselves and be valued for their contribution. We welcome applications from diverse candidates. Please discuss any adjustments that you may require throughout the selection and assessment process.

More about IGD

We are a strategic insight foresight and learning organisation. Here to unite the industry and benefit society. We invest all our profit into Social Impact. We foster collaboration through a broad range of forums, bringing together businesses, policymakers, and thought leaders. By providing evidence-based insights, credible research, and strategic foresight, we help organisations make informed decisions that benefit their operations and contribute to the collective good of society.

Location

Watford (Hybrid)