Senior CRM Systems Executive

In this role you will lead the operation, development and adoption of the firm’s CRM platform while supporting the marketing automation platform. You work within the Marketing Operations team to deliver CRM objectives, data quality initiatives and reporting. You act as the operational lead for CRM, helping colleagues derive value from relationship data and reporting capabilities to support business development. You will collaborate with cross-functional teams to ensure efficient campaign delivery and governance. This is a data-driven, stakeholder-facing role at a leading UK law firm with a strong emphasis on insight and continuous improvement.

• outstanding benefits package
• competitive remuneration
• great working environment
• flexible range of benefits

• lead the day-to-day administration and optimisation of the firm's CRM platform
• serve as the SME for CRM processes, functionality and reporting
• manage complex CRM enquiries and issues
• oversee user onboarding, governance and platform maintenance
• support CRM enhancements, testing and upgrades
• identify opportunities to improve CRM processes, user experience and efficiency
• guide and support the CRM Systems Assistant
• lead initiatives to improve CRM data quality and integrity
• establish standards for client, contact and relationship information
• develop and maintain CRM reporting and Power BI dashboards
• analyse CRM data to identify trends and opportunities for business development
• support marketing automation platform operations including campaign delivery and audience management
• coordinate platform integrations and governance with suppliers and stakeholders
• lead CRM adoption activities and user training across the firm
• build strong relationships with stakeholders across the firm
• manage platform performance and vendor relations
• drive continuous improvement in CRM processes, reporting and automation

• significant experience with a CRM platform in a business development or professional services environment
• experience administering and optimising CRM platforms (InterAction or similar)
• experience leading data quality initiatives and data governance
• ability to produce reports and dashboards for decision-making
• strong Power BI and Microsoft Excel skills with dashboard development
• experience supporting CRM adoption initiatives and training
• experience supporting marketing automation platforms (Vuture, HubSpot, Marketo or similar)
• experience managing email communications, segmentation and governance
• strong stakeholder management and influencing skills
• experience in a fast-paced, client-focused environment

• stakeholder management
• analytical mindset
• proactive and solution-focused
• InterAction or similar CRM platform
• Power BI
• Microsoft Excel (dashboard development, data visualization)