CRM Product Manager

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

We’ll broaden your horizons

Our Sales and Marketing team is being reshaped to directly support BDO’s growth ambitions. We’re building a high-performing function that is proud of its technical skills, reliable in delivery, and outcome-led in how we prioritise and execute. You’ll join a team big enough to offer diverse roles and opportunities, big priorities and commercial challenges, yet personal enough to ensure you’re supported and empowered from day one.

Here, we think beyond activity. You’ll bring ideas, fresh thinking and help shape how we deliver campaigns, insights and engagement across the business. Working closely with internal clients, you’ll deepen your understanding of our sectors and add value in your role

From strategic storytelling to capability‑building and smarter ways of working, you’ll grow your skills while working with people who care about doing the right thing and doing it well.

We’ll help you succeed

In this team, development is central to how we work. You’ll have access to high-quality training, clear capability frameworks and hands‑on learning that give you the confidence and skills to grow quickly. We use evidence and feedback to improve performance and focus effort where it makes the biggest difference.

The Sales and Marketing team are recruiting for a CRM Product Manager. The CRM Product Manager is accountable for the day-to-day product leadership of the firm’s CRM platform built on Microsoft Dynamics 365, ensuring it delivers commercial value, supports adoption of the firm’s sales methodology, and enables growth priorities through consistent usage, reliable data and fit-for-purpose capability.

A core expectation of the role is operational performance management of the CRM product. The CRM Product Manager will run a monthly product performance cycle and provide a clear BAU performance pack to the Product Owner and key stakeholders, covering adoption, usage and data discipline, service performance, backlog health and delivery velocity, release quality, and improvement actions.

In this role you’ll:

• Partner with the Product Owner to shape the CRM product vision and translate it into a clear roadmap and quarterly delivery plan.
• Establish and run a cross‑functional taskforce to schedule delivery backlog and manage trade‑offs.
• Partner with the D365 Solution Manager/Tech Lead on sprint planning, releases and governance.
• Own the operational performance of CRM as a product and provide monthly product performance pack.
• Sponsor adoption strategy with CRM Business Operations: training plans, guidance, usage standards and targeted interventions.
• Partner with the Data Office to align data standards and ensure data quality improvements are prioritised alongside feature delivery.
• Represent CRM across the wider ERP/Product Network and coordinate shared change planning where required.
• Lead and develop the CRM Business Operations team, building clear ways of working and continuous improvement.

You’ll be someone with:

• Significant CRM product management or senior CRM leadership experience in a complex organisation.
• Strong Microsoft Dynamics 365 expertise and ability to translate commercial needs into product decisions
• Proven ability to run structured delivery governance with technical teams (sizing, sprint/release, testing).
• Strong operational mindset: able to manage BAU performance, reduce recurring issues, and improve service reliability.
• Strong stakeholder influence; able to prioritise and challenge constructively in demand> capacity contexts.
• Experience improving adoption, data quality and measurable value of CRM.
• Experience partnering with a Data Office and enterprise governance beneficial.
• Experience in professional services / partnership-led organisations beneficial.

Key platforms and data

• Microsoft Dynamics 365 (CRM)
• Backlog and delivery tooling (e.g., Azure DevOps)
• Demand intake tooling (e.g., ServiceNow / Monday.com)
• Reporting (Power BI) and enterprise analytics platforms

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We support flexible working where it supports the team, the task and staying connected to stakeholders.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our flexible working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in you.

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