The UK Faculty of Public Health of the Three Royal Colleges of Physicians of the UK (FPH)

The UK Faculty of Public Health of the three Royal Colleges of Physicians of the UK (FPH) was established in 1972 as the professional body for specialist public health consultants.

FPH which currently employs a staff of approximately 25 and a growing membership has an ambitious five year strategy. To deliver this strategy we are investing heavily in our infrastructure including IT systems and our website.

Having recently implemented a Microsoft Dynamics CRM we are currently seeking to recruit a CRM SuperUser who will support the Head of Business Services post implementation. This person will also play a key role in the project to replace the existing website and the integration of the website with internal systems.

This post is currently being advertised as a one year contract and will provide an excellent opportunity for someone wanting to develop their skills so that the role of super user becomes the day job as opposed to just an exciting project.

Job Description

Job Title CRM Super User

Contract: 1 year

Hours 35 hours per week

Salary Grade 2, £28,000 - £32,000

Reports to Head of Business Services

Purpose of Job:

To increase user engagement with and application of recent Microsoft Dynamics CRM implementation and development of the new FPH website.

Impact: To ensure the effective implementation and development of the CRM system and improve organisational effectiveness

Main Accountabilities

·  To work with key users within the organisation to co-ordinate and develop the MS Dynamics CRM

·  To understand the business processes and how these are translated into key tasks

·  Be the go-to person for enquiries about the CRM

·  Work closely with the external helpdesk providers to ensure a swift and meaningful response to queries that cannot be resolved internally

·  Test suggested solutions before rolling out to users

·  Increase the effectiveness of the CRM across the organisation – including development of dashboards for reporting purposes

·  Understand the capability requirements of colleagues and identify and provide (or arrange) training and support

·  Develop an understanding of the applications in use across the organisation namely, CPD, Revalidation, ePortfolio, how they are all interlinked with the CRM and how they are used by our members

·  Support the development of the new FPH website in particular testing functionality, monitoring transfer of data from existing to new site and integration between the website and internal CRM system

·  To take account of requirements in relation to Equality and Diversity

·  Undertake any other reasonable duties commensurable with the role

Skills

·  Ability to identify and solve problems or concerns constructively and creatively

·  Ability to analyse data – particularly numerical

·  Ability in the use of databases and report generation

·  Ability to seek clarification and improve mutual understanding

·  Ability to provide options and robust alternatives when problem solving

·  Ability to apply solutions that have previously been effective

·  Is open to new challenges and ways of working

·  Ability to identify opportunities for systems and processes to be improved to deliver solutions

·  Ability to communicate ideas effectively

·  Effectively grasps new concepts and applies them practically

·  Is personally organised and methodical and focuses on achieving tasks and meeting deadlines

·  Can take a hands on approach when team is under pressure

·  Liaises effectively with colleagues to improve user confidence

·  Evaluates potential consequences before taking action

·  Ensures that data and information provided to others is accurate and robust

·  A proven ability to establish priorities and timelines with stakeholders and colleagues and meets them

·  Ensures that data and information provided to others is accurate and robust

·  Ability to understand and demonstrate commitment to the FPH’s Values, Ethical Policies and Equality & Diversity Policy and to ensure all activities are carried out consistently within this framework.

Essential experience

·  Experience of working effectively within and across teams to solve day to day technical problems creatively

·  Experience of training users on a one to one basis

·  Experience of creating short informative user guides/video clips

·  Experience of using a CRM system – preferably MS Dynamics CRM 2010 – 2015, which included customised features preferably membership/sales/events/invoicing & linkages to a company website

·  Experience of participating in a CRM implementation & being a CRM team champion/superuser

·  Experience of testing CRM functionality, reporting issues and recommending solutions on behalf of a team

·  Experience of using databases, writing queries and reports

·  Experience of using Microsoft products to an intermediate level

o  Outlook

o  Word (mailmerge/creating templates/tables & tabs),

o  Excel (lookups, absolute cell referencing, If statements, database and chart features)

o  Power point (tables, chart features)

Desirable

·  Experience of uploading information to a website via a content management system

·  Experience of a website implementation

·  Experience of working in a membership organisation

Role Profile

Member of the FPH Business services team, currently a team of six reporting to the Head of Business Services

Service area: responsible for embedding the CRM system ensuring the organisation is using it effectively

Internal Key Contacts: Colleagues in business services department, SMT.

External Key Contacts: IT & Software Service suppliers

Result Areas

Service Delivery: 25%

Immersion in the CRM system, supplementing existing training materials with process guidelines. Identify where additional improvements and enhancements can be made

People: 10%

Understand the capability requirements of colleagues and identify and coordinate/or in some cases provide additional training

Problem solving: 30%

Understand the system requirements of colleagues and resolve or escalate as appropriate

Communication: 35%

Communicating aspects of the organisation systems to users, reporting formally and informally to the senior management team & CEO

Employee Benefits

Annual leave 23 days plus 8 bank holidays

Non-contributory Pension – 12.5% of salary

The option to take a portion of pension contribution as a cash bonus

Interest free travel loans

Bicycle scheme

An additional three days holiday at Christmas and one day at Easter

Employee Assistance Programme (Peninsula )

Paid carers leave

Interest free loan for personal development (support for development that is not related to your role at FPH)

£100 towards cost of prescription glasses