Incite Insight
Leeds, Yorkshire
Job Description Job title: Implementation Consultant Reporting to: Head of Department Location: Home based role with occasional client visits when required Hours of work: 37.5 hours per week Holidays: 27 days plus bank holidays Benefits: Healthcare, Company Pension Scheme, Death in Service Scheme, The Leap Programme (Employee Development), Performance Related Bonus. Important Internal Relationships : Leadership Team, Line Managers, Project Leads, Developers, Architects and all other roles with the company. Important External Relationships: Customers/Clients, Business Partners, Consultants, Potential Clients, Suppliers Main purpose of the job The Implementation Consultant will play a key role in deploying our products into client environments across the legal sector. Working closely with law firms and internal delivery teams, you will manage implementations from initial discovery through to go-live and user adoption. This is a client-facing consultancy role suited to someone who has strong business analysis and project management skills and enjoys working with customers, solving problems, and delivering successful technology projects. Experience within the legal sector is advantageous, but not essential. Key Tasks and Responsibilities Lead the implementation and deployment of our software products into legal sector client environments Work closely with clients to understand business requirements, workflows, and operational needs Configure and tailor solutions in line with client requirements and best practice Deliver onboarding sessions, workshops, and end-user training Manage implementation plans, timelines, and project milestones Coordinate with internal Product, Development, and Support teams to ensure successful delivery Support data migration, testing, and go-live activities Troubleshoot implementation issues and manage resolutions effectively Produce implementation documentation, training materials, and user guides Build strong relationships with stakeholders within client organisations Ensure a positive client experience and drive product adoption Identify opportunities for process improvement and additional product usage "The employee will do all reasonable tasks within his/her level of responsibility" Skills: Essential Experience in an implementation, onboarding, consultancy, or professional services role Strong client-facing communication and stakeholder management skills Experience delivering software implementations Excellent organisational and project coordination skills Ability to manage multiple client projects simultaneously Strong analytical and problem-solving abilities Confidence delivering training and workshops to users and stakeholders Ability to understand business processes and translate them into technology solutions Desirable Experience working with law firms or clients within the legal sector Understanding of legal workflows, document management, compliance, or case management systems Experience working within a software development Familiarity with Microsoft Dynamics or Peppermint Case Management System Knowledge of data migration or systems integration projects Personal and Team Responsibilities Customer-focused with a consultative approach Professional and confident communicator Proactive, adaptable, and solutions-oriented Strong attention to detail Able to work independently and collaboratively Passionate about delivering successful client outcomes Statement Within your role as you must comply with information security and quality procedures, failure to comply may result in disciplinary action.
Job Description Job title: Implementation Consultant Reporting to: Head of Department Location: Home based role with occasional client visits when required Hours of work: 37.5 hours per week Holidays: 27 days plus bank holidays Benefits: Healthcare, Company Pension Scheme, Death in Service Scheme, The Leap Programme (Employee Development), Performance Related Bonus. Important Internal Relationships : Leadership Team, Line Managers, Project Leads, Developers, Architects and all other roles with the company. Important External Relationships: Customers/Clients, Business Partners, Consultants, Potential Clients, Suppliers Main purpose of the job The Implementation Consultant will play a key role in deploying our products into client environments across the legal sector. Working closely with law firms and internal delivery teams, you will manage implementations from initial discovery through to go-live and user adoption. This is a client-facing consultancy role suited to someone who has strong business analysis and project management skills and enjoys working with customers, solving problems, and delivering successful technology projects. Experience within the legal sector is advantageous, but not essential. Key Tasks and Responsibilities Lead the implementation and deployment of our software products into legal sector client environments Work closely with clients to understand business requirements, workflows, and operational needs Configure and tailor solutions in line with client requirements and best practice Deliver onboarding sessions, workshops, and end-user training Manage implementation plans, timelines, and project milestones Coordinate with internal Product, Development, and Support teams to ensure successful delivery Support data migration, testing, and go-live activities Troubleshoot implementation issues and manage resolutions effectively Produce implementation documentation, training materials, and user guides Build strong relationships with stakeholders within client organisations Ensure a positive client experience and drive product adoption Identify opportunities for process improvement and additional product usage "The employee will do all reasonable tasks within his/her level of responsibility" Skills: Essential Experience in an implementation, onboarding, consultancy, or professional services role Strong client-facing communication and stakeholder management skills Experience delivering software implementations Excellent organisational and project coordination skills Ability to manage multiple client projects simultaneously Strong analytical and problem-solving abilities Confidence delivering training and workshops to users and stakeholders Ability to understand business processes and translate them into technology solutions Desirable Experience working with law firms or clients within the legal sector Understanding of legal workflows, document management, compliance, or case management systems Experience working within a software development Familiarity with Microsoft Dynamics or Peppermint Case Management System Knowledge of data migration or systems integration projects Personal and Team Responsibilities Customer-focused with a consultative approach Professional and confident communicator Proactive, adaptable, and solutions-oriented Strong attention to detail Able to work independently and collaboratively Passionate about delivering successful client outcomes Statement Within your role as you must comply with information security and quality procedures, failure to comply may result in disciplinary action.
Incite Insight
The Team The CRM Project Manager will be part of the Engagement Directorate, which is also comprised of Membership Development, Communications & Policy, and Monitoring, Evaluation & Learning functions. The role will work alongside all areas of the organisation. This is a new role, created in recognition of the organisation's commitment to embed and enhance data-driven decision making and engagement with our audiences. Development of our current CRM system, Salesforce, will play a pivotal role in our delivery and service moving forward. Role Purpose To lead the development and utilisation of our new Salesforce estate. We are looking for an experienced CRM Project Manager who understands how to champion Salesforce to deliver positive outcomes for our audiences and organisational impact and success. You will bring with you hands-on Salesforce project management expertise, as well as experience across business analysis, stakeholder management, data and data protection, IT, and system integration. You will be comfortable managing multiple work streams, managing our Salesforce partner, and working alongside our wider colleagues to define and deliver our CRM needs. You will work across the full project lifecycle as well as the transition into BAU, ongoing change management, user training and ongoing support - ensuring an embedded refreshed Salesforce estate. Knowledge, Skills and Experience Experience in project delivery and managing projects across multi-site organisations, both larger multi-year projects as well as smaller quick start projects (E). Experience in, and a good understanding of, both the front-end and back-end of the Salesforce estate including Nonprofit products (E). Experience in managing Salesforce configuration, integration, and implementation projects - proven knowledge of the Salesforce development lifecycle, process and workflow capabilities, apps and best practice design and practices (E). A passionate advocate and champion for Salesforce and the power of CRM systems to help us achieve our goals, working alongside and developing knowledgeable teams (E). Experience of managing data migration and parallel running phases in technical projects (E). Knowledgeable in Salesforce system testing and business acceptance (E). Experience with data collection, cleansing, loading tools/apps and processes (E). Experience with journey mapping, data, process, and workflow mapping (E). Demonstrates understanding of, and responding to, different viewpoints and taking a crossorganisational perspective - with the ability to motivate, collaborate with, and support diverse teams (E). Excellent communication skills. Ability to interact with both IT and non-IT staff at all levels and manage third-party partners and suppliers (E). Capable of producing technical documents, proposals, reports, guides, project plans, etc. (E). Proven experience of budgetary control and management, and risk and issue control and management (E). Experience of planning, monitoring, reporting, and delivering benefits and outcomes (E). Business analysis knowledge (E). Commercial awareness and ability to manage for value (E). Detailed knowledge of the Data Protection Regulations (including GDPR and PECR). (E). Experience of working in a charity or membership organisation (E). A broad understanding of digital products and services including websites and CMSs such as WordPress (D). Qualifications Degree in Business/operations management, IT/IS, Computer Science or equivalent - or able to demonstrate equivalent expertise and skills through experience (E) Salesforce Administrator Certified (D) Project management qualification (D) The successful candidate will have the above skills, experience, and attributes, together with relevant qualifications (E=essential, D=desirable):
The Team The CRM Project Manager will be part of the Engagement Directorate, which is also comprised of Membership Development, Communications & Policy, and Monitoring, Evaluation & Learning functions. The role will work alongside all areas of the organisation. This is a new role, created in recognition of the organisation's commitment to embed and enhance data-driven decision making and engagement with our audiences. Development of our current CRM system, Salesforce, will play a pivotal role in our delivery and service moving forward. Role Purpose To lead the development and utilisation of our new Salesforce estate. We are looking for an experienced CRM Project Manager who understands how to champion Salesforce to deliver positive outcomes for our audiences and organisational impact and success. You will bring with you hands-on Salesforce project management expertise, as well as experience across business analysis, stakeholder management, data and data protection, IT, and system integration. You will be comfortable managing multiple work streams, managing our Salesforce partner, and working alongside our wider colleagues to define and deliver our CRM needs. You will work across the full project lifecycle as well as the transition into BAU, ongoing change management, user training and ongoing support - ensuring an embedded refreshed Salesforce estate. Knowledge, Skills and Experience Experience in project delivery and managing projects across multi-site organisations, both larger multi-year projects as well as smaller quick start projects (E). Experience in, and a good understanding of, both the front-end and back-end of the Salesforce estate including Nonprofit products (E). Experience in managing Salesforce configuration, integration, and implementation projects - proven knowledge of the Salesforce development lifecycle, process and workflow capabilities, apps and best practice design and practices (E). A passionate advocate and champion for Salesforce and the power of CRM systems to help us achieve our goals, working alongside and developing knowledgeable teams (E). Experience of managing data migration and parallel running phases in technical projects (E). Knowledgeable in Salesforce system testing and business acceptance (E). Experience with data collection, cleansing, loading tools/apps and processes (E). Experience with journey mapping, data, process, and workflow mapping (E). Demonstrates understanding of, and responding to, different viewpoints and taking a crossorganisational perspective - with the ability to motivate, collaborate with, and support diverse teams (E). Excellent communication skills. Ability to interact with both IT and non-IT staff at all levels and manage third-party partners and suppliers (E). Capable of producing technical documents, proposals, reports, guides, project plans, etc. (E). Proven experience of budgetary control and management, and risk and issue control and management (E). Experience of planning, monitoring, reporting, and delivering benefits and outcomes (E). Business analysis knowledge (E). Commercial awareness and ability to manage for value (E). Detailed knowledge of the Data Protection Regulations (including GDPR and PECR). (E). Experience of working in a charity or membership organisation (E). A broad understanding of digital products and services including websites and CMSs such as WordPress (D). Qualifications Degree in Business/operations management, IT/IS, Computer Science or equivalent - or able to demonstrate equivalent expertise and skills through experience (E) Salesforce Administrator Certified (D) Project management qualification (D) The successful candidate will have the above skills, experience, and attributes, together with relevant qualifications (E=essential, D=desirable):
