The Role

Savills is seeking a CRM & Automation Specialist to play a key supporting role in the development, support, and continuous improvement of our core business systems with a particular focus on Salesforce and AscendixRE.

Salesforce is our core CRM, serving approximately 400 users across fee earning and operational teams. The platform supports not only client and deal management but also a growing portfolio of automations and workflows that drive day-to-day operations across the business. Alongside this, the organisation relies on a mature data and reporting environment built on Tableau, Power BI, Alteryx, and Nintex, with APIs developed as needed to connect systems and move data reliably.

The successful candidate will work under the director of the existing specialist team to develop, enhance, and support key operational systems across all business lines, while helping to embed greater automation, data discipline, and operational efficiency across the organisation.

The role is ideally suited to someone who combines strong technical capability with a deep understanding of business processes and who can translate complex operational requirements into practical, scalable solutions that deliver measurable outcomes. The successful candidate will be comfortable working hands-on with platforms and data while also engaging confidently with stakeholders across every level of the business.

This is a delivery-focused role with genuine scope for growth, offering deep exposure to CRM platform development, enterprise automation, and data strategy within a high-performing professional services environment.

Key Responsibilities

1. CRM platform development and user support

• Work in close collaboration with the existing team to enhance, configure, and evolve the CRM in line with business requirements.

• Provide responsive, high-quality support to c.400 users across the organisation, resolving day-to-day issues and driving effective system adoption.

• Contribute to platform configuration, workflow development, and release management under the direction of the Head of Business Processes and Transformation.

• Develop and maintain user documentation, training materials, and support processes that improve self-service capability and reduce repeat issues.

2. Automation and workflow delivery

• Support the ongoing rollout of automation across multiple teams and business functions, working to design and implement workflow solutions that deliver measurable efficiency gains.

• Conduct structured technical discovery and process analysis to identify automation opportunities by examining existing workflows, mapping inefficiencies, and translating findings into actionable system improvements.

• Design and deploy automated processes within Salesforce and related tools, reducing manual effort and improving consistency of operations across the business.

• Ensure automation initiatives are grounded in real operational need and deliver tangible, sustainable benefits.

3. Data quality, governance and capture

• Support improvements in data capture, data quality, and consistency across the key operational business systems recognising that reliable data is foundational to the organisation's automation and reporting ambitions.

• Work with business teams to embed disciplined data practices, improve compliance with data standards, and ensure systems support accurate, complete, and decision-useful information.

• Support data governance initiatives, including access controls, audit trails, and GDPR-aligned data handling practices.

4. Collaboration across technology functions

• Work closely with both the CRM platform engineer and data/visualisation specialist to build depth of capability across systems, tools, and workflows.

• Contribute to the team's platform knowledge, user support, and system evolution.

• Assist with data preparation and movement using Alteryx, Nintex, and API-based integrations as required.

• Develop practical fluency across the data toolset over time, building the team's collective depth and capacity in this area.

5. Business analysis and solution delivery

• Translate business requirements into system enhancements, workflows, and practical solutions across the technology stack.

• Support application-related projects, including platform enhancements, new rollouts, and enterprise-scale change initiatives such as system integrations or SaaS implementations.

• Manage testing (UAT), training, and change management activities to ensure successful adoption and minimal disruption to operations.

Skills, Knowledge and Experience

Required

• 3+ years' experience in a business systems, applications, CRM, or technology delivery role within a multi-team operational environment.

• Strong systems analysis and technical discovery capability with a structured, analytical approach to understanding business processes, identifying inefficiencies, and translating requirements into practical technology solutions.

• Demonstrated experience in process automation and workflow design whether through CRM workflow tools, Power Automate, or equivalent platforms and with a track record of delivering measurable operational improvement.

• Proven ability to contribute to complex technology projects in a live business environment, including system implementations, integrations, or platform migrations, supporting the full cycle from discovery through to deployment and adoption.

• Confident stakeholder engagement across operational and senior management levels, with the ability to act as a trusted point of contact between business teams and technology.

• Experience supporting users on enterprise platforms in a hands-on capacity, with a service-oriented mindset.

• Third-level qualification in Information Technology, Information Systems, or equivalent professional experience.

Desirable

• Experience working with Salesforce or a Salesforce-based platform.

• Exposure to data visualisation tools (Power BI, Tableau), SQL and data preparation / pipeline tooling (Alteryx, Nintex).

• Understanding of APIs, integrations, and data flows between business systems.

• Familiarity with ITIL practices, IT service management frameworks, or SaaS platform administration.

• Active interest in emerging technologies, including AI-driven automation and its application within CRM and enterprise workflows.

• Awareness of the Irish property sector or experience within professional services firms is beneficial but not essential.

Personal attributes

• Highly organised, adaptable, and solutions-focused.

• A natural collaborator who builds strong working relationships and thrives in a team environment.

• Comfortable operating across multiple priorities in a fast-paced, evolving business.

• Motivated by continuous improvement and committed to ongoing professional development.

• Commercially aware with an understanding how technology decisions connect to business outcomes.

Opportunity and growth

This role sits within the organisation's technology and transformation team and offers significant scope for professional development. You will gain deep, hands-on exposure to:

• A production Salesforce environment supporting a complex, multi-service real estate business

• Enterprise-wide automation design and delivery

• Data strategy, visualisation, and pipeline development

• Cross-functional business processes across a market-leading professional services firm

Over time, the role provides a clear pathway to develop broader platform capability, deeper specialisation in CRM or data engineering, or progression into a more senior technology role depending on capability and ambition.

Savills Ireland is an equal opportunity employer.

Savills aims to attract, recruit and retain the best people from the widest possible pool of talent. As such, we are committed to creating an inclusive and diverse working environment for all employees by striving at all times to be an organisation which does not discriminate, values everyone’s talents and abilities and where diversity is positively promoted.