Global CRM Executive Contract 12-18 months salary circa £42K

Our client, a Global law firm based near Liverpool Street has a vacancy for a CRM Executive.

The role will be brought into help the Global CRM Manager reposition CRM internationally by actioning tasks on the project upgrade timeline:

• • Learn new software and work with the super users across the offices to upskill.
  • Work with the Business Development and Communications team to promote the new system to the partnership.
  • Archive data regularly and help the Global CRM Manager produce a strategy for regular archiving.
  • Maintain and produce new data entry standards by using the data minder function in InterAction.
  • Become the go-to person for queries and reporting.
  • Train all users on the system internationally (in person and via Teams/Zoom).
  • Provide general project support.
• Provide regular and ad hoc reports from the CRM system for departments across the firm.
• Train new joiners (PA’s and Fee Earners) on InterAction.
• Train new Business Development and Communications joiners on Vuture.
• Be responsible for Vuture reporting and preference manager.
• Work with the Business Development and Communications team to help distribute e-marketing campaigns.
• Be responsible for GDPR standards on sending Marketing lists within InterAction.
• Work with the Global CRM Assistant to grow and maintain our CRM page on Ignition (Intranet). Update user guides and create video guidance.
• Be responsible for maintaining and promoting the use of Power Bi reports across the Business Development and Communications team.
• Maintain and manage our Correspondent Law Firm portal (CLF). This is a database that we created that sits on our Intranet page. The data is stored within InterAction and is fed through via an API.
• Work with senior management to ensure user adoption of the CRM system and best practice.
• Be responsible for maintaining and executing the data cleansing/maintenance strategy.
• Seek out opportunities for data to be used to add real value to the business.

Skills and experience - essential

• A good knowledge and understanding of CRM tools (InterAction) and their application in client relationship management (two years minimum experience).
• Demonstrable understanding of Business Development strategies and CRM processes within the professional services industry, including the ability to influence and promote the benefits of CRM.
• Experience of using InterAction at a professional services firm.
• Experience in working with data analysis and segmentation.
• Excellent attention to detail and an innate appreciation of data structures.
• The ability to analyse data and derive themes and trends and be able to distil and present such findings in a confident and influential manner.
• Excellent research, organisation, planning and time management.
• The ability to work well under pressure.

Skills and experience - desired

• Knowledge of Vuture or any other ecomms system e.g. Concep.
• Good Excel skills (intermediate level).
• Good problem-solving skills.

Salary is circa £38-42K and the role is for 12-18 months. Hybrid working offered. There is also some international travel involved with the role.