Lead Technical Application Specialist / CRM

End Date

Monday 03 March 2025

Salary Range

£104,686 - £190,898

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

Lloyds Banking Group is redefining itself to build the bank of the future. Our Commercial Banking division supports UK businesses and those connected to the UK, helping them grow, manage risk, and improve efficiency. Within Commercial Banking, the Client Servicing & Engagement Platform will deliver the next generation digital bank for clients, which is mobile-first and data-led. By simplifying and automating journeys, clients will receive a better experience, and colleagues will be enabled to spend more time helping clients to grow their business.
We are seeking a skilled subject matter expert to provide in-depth knowledge and expertise on the technical design, development, and implementation of our Microsoft Dynamics 365 (CRM) solution. This role is critical to ensuring we develop and integrate our system in line with excellent engineering standards to meet our business needs and improve our colleagues' relationship management journeys for clients. As a subject matter expert, you will collaborate with multi-functional teams to provide guidance and support in building and growing a team of highly skilled engineers.

Job Description

JOB TITLE:   Lead Technical Application Specialist / CRM

SALARY:

London: £104,686 - £123,160

Outside London: £90,440 - £106,400

LOCATIONS:  London or Bristol

HOURS:  Full time

WORKING PATTERN: Hybrid, 40% (or two days) in either London or Bristol sites

About this opportunity

Our Commercial Banking division supports UK businesses and those connected to the UK, helping them grow, manage risk, and improve efficiency. Within Commercial Banking, the Client Servicing & Engagement Platform will deliver the next generation digital bank for clients, which is mobile-first and data-led. By simplifying and automating journeys, clients will receive a better experience, and colleagues will be enabled to spend more time helping clients to grow their business.

We are seeking a skilled subject matter expert to provide in-depth knowledge and expertise on the technical design, development, and implementation of our Microsoft Dynamics 365 (CRM) solution. Here’s where you’ll make a difference –

• Design and Development: Provide expert guidance on the design, build, and configuration of Microsoft Dynamics 365 components to meet business requirements.
• External Integration: Advise on the integration of Power Platform tools, including Power Apps, Canvas Apps, and Power Automate, and external data sources to improve Dynamics 365 capabilities.
• Governance and Compliance: Establish and maintain governance frameworks to ensure compliance and security across all Dynamics 365 and Power Platform solutions.
• Performance Management: Ensure the non-functional performance of Dynamics 365 and Power Platform, including accessibility, performance, scalability, security, and resilience.
• Technical Guidance: Support the Dynamics 365 team with technical guidance and mentorship, promoting a collaborative and innovative environment, particularly in the areas of Copilot and AI-based automation roadmap.
• Business Collaboration: Work closely with business colleagues, IT & feature teams, and external partners to define and deliver Dynamics 365 and Power Platform solutions.

About us

Like the modern Britain we serve, we’re evolving. Investing billions in our people, data and tech to transform the way we meet the ever-changing needs of our 26 million customers. We’re growing with purpose. Join us on our journey and you will too…

What you’ll need:

• Demonstrable expertise in solution architecture and design for Dynamics 365, with a focus on Dynamics 365 for Sales. Expertise in enterprise distribution of the Microsoft Dynamics Apps such as D365 App for Outlook and Sales Copilot.
• Proficiency in the Power Platform, including Power Apps, Canvas Apps, Power Automate, and Azure DevOps, or equivalent experience.
• Problem-Solving: Strong analytical and problem-solving skills, with a focus on delivering business outcomes.

And any experience of these would be really useful

• Integrating Microsoft D365 CRM with external data sources, both on-premise and other clouds (AWS and GCP).
• Workflows, Business Rules, Actions, Security Rules.
• Customisation, Views, Forms in CRM.

• Relevant Microsoft certifications (e.g., Dynamics 365, Power Platform, Azure) or industry-leading seminars or conferences are highly desirable.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
• An annual bonus award, subject to Group performance
• Share schemes including free shares
• Benefits you can adapt to your lifestyle, such as discounted shopping
• 30 days’ holiday, with bank holidays on top
• A range of wellbeing initiatives and generous parental leave policies

Want to do amazing work, that’s interesting and makes a difference to millions of people? Join our journey.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.