Operations Specialist

Technical Project Manager (12-Month Fixed Term Contract)

Hybrid London - City

Full time Fixed Term

Salary: 65000 - 75000

Your role:

Job Purpose:

The role holder will have expertise in Technical Project Management and Business Analysis to lead and deliver complex projects and initiatives across the Institute ranging from redesigning our Membership provision expanding our International delivery and various Tech projects across MS Dynamics 365 CRM and Learning Management Systems (LMS). This hybrid role combines project management stakeholder engagement technical business analysis and process re-design to ensure successful cultural operational and digital transformation across the Institute.

The roll holder will bridge the gap between business requirements and technical solutions providing both strategic insight and hands-on management to drive operational efficiency and enhance user experience.

Key Responsibilities:

Project & Delivery Management

• Lead the end-to-end delivery of operational and digital projects
• Ensure timely on-budget and quality delivery across programmes
• Apply Agile DSDM and Waterfall methodologies as appropriate
• Use Azure DevOps to manage planning backlog sprints and releases
• Coordinate internal teams and third-party vendors for seamless execution

Business Analysis & Stakeholder Engagement

• Gather and analyse business and technical requirements through workshops interviews and user research
• Translate business needs into functional specifications and user stories
• Collaborate with stakeholders IT teams and external partners to ensure alignment
• Facilitate clear communication and manage expectations across all levels

System Implementation & Integration

• Oversee implementation and optimisation of our systems including Microsoft Dynamics 365 Business Central and LMS platforms.
• Ensure integration across systems to support membership records management and learning delivery
• Lead efforts in data migration system upgrades and API configurations
• Ensure robust testing and quality assurance prior to go-live

Continuous Improvement

• Identify and address inefficiencies in business processes and workflows
• Drive initiatives to optimise performance user experience and operational resilience
• Promote an organisational culture of learning innovation and iteration
• Review and refine technical and functional processes post-implementation

Reporting & Metrics

• Define and track KPIs for platform performance user engagement and delivery health
• Produce dashboards and reports using Power BI SQL and related tools
• Provide insights and recommendations to support informed decision-making
• Maintain transparent communication with leadership on project status and value realisation

Target Operating Model (TOM) Design (Nice to have)

• Support the development and refinement of the future-state operating model
• Assess current capabilities and identify gaps in people process data and technology
• Design scalable efficient solutions aligned to strategic objectives
• Collaborate across departments to ensure smooth adoption of the new model

Key Requirements:

Required Skills and Experience

• At least 5 years of experience in project management and business analysis within the education professional membership or training sectors
• Strong expertise in Microsoft Dynamics 365 including CRM and Business Central modules as well as experience with leading LMS platforms such as Moodle Canvas or Brightspace
• Demonstrated success in designing and improving business processes integrating complex systems and managing data migration and transformation
• Hands-on experience with DSDM (Dynamic Systems Development Method) and Azure DevOps is essential particularly for backlog management sprint planning and release coordination
• In-depth knowledge of both Agile and Waterfall delivery methodologies with proficiency in tools such as Azure DevOps Microsoft Project and similar platforms
• Excellent communication skills and the ability to engage and manage stakeholders at all levels of the organisation
• Strong analytical mindset with attention to detail and a problem-solving orientation
• Familiarity with reporting and analytics tools including Power BI and SQL is a plus

Desirable Qualifications

• Certifications in Project Management (Agile PM PRINCE2 PMP) and/or Business Analysis (CBAP IIBA)
• Microsoft Certifications for Dynamics 365 or Business Central
• Experience with education technology ecosystems student lifecycle management and professional development platforms
• Familiarity with APIs system architecture and data transformation tools

Key Attributes

• Self-starter with strong organisational and time management skills
• Ability to manage multiple priorities in a fast-paced environment
• Flexibility and resilience in response to change
• Committed to delivering high-quality results under pressure

Interview process

We understand that taking time to prepare for and to attend interviews is a big commitment and want the process to be as transparent as possible.

You can expect the following process from us:

• A short introductory phone call from our Talent Acquisition Advisor.
• A 2 stage interview process with the hiring manager and key stakeholders in the team

Application deadline:

We will review applications ona rolling basis and the position will close once we have secured a shortlist.

Next steps:

If you would like to explore this opportunity with us for the next step in your career we look forward to receiving your application through the Apply feature at the top of this advert.

If you have any queries or you would like to see the full JD please get in touch on

We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process please let us know. We are committed to ensuring all candidates have equal access and opportunity in line with the Equality Act 2010.

Please note: At the CII we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly to ensure a consistent and properly coordinated recruitment process.

If you are interested in working with us in the future please contact We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise.

Agencies who do not follow this process will be excluded from any future opportunities to work with us including PSL reviews.

The overarching purpose of the Chartered Insurance Institute (the Institute) is to educate and support our members to deliver services to the highest professional standards and to advocate for the public good. By doing this the Institute builds and maintains public trust in the insurance financial planning and mortgage advice professions.

Our vision is that CII and PFS professionals build a world which delivers ever greater financial resilience for individuals and societies more broadly.