CRM Executive (sjl/crm)
Location: London, London
Our client, a prestigious law firm are looking to recruit a CRM Executive.
The primary duties and responsibilities for this role are listed below.
Taking ownership for the CRM database, Microsoft Dynamics ("Dynamics")
Ensuring data entry into Dynamics is accurate
Managing existing data to ensure it is up-to-date
Advising on possible updates and development of the Dynamics system, including the use of automation and notifications
Working with third-party CRM support provider to ensure efficient use of Dynamics across the firm
Acting as a point of contact for fee earners working with Dynamics and being the 'go-to' person for Dynamics queries.
Potential New Client (PNC) Process
Working with all offices to ensure that the PNC Process is applied consistently
Fielding incoming PNC calls; obtaining relevant information; screening enquiries and conducting research online, where required; updating the CRM database; sending enquiries to the relevant fee earner, office, or practice group; following up to ensure call-backs are within our expected timeframe
Arranging meetings, as requested/required
Updating Dynamics with any notes from PNC meetings or calls
Conducting conflict and credit checks
Preparing and finalising engagement letters, and sending to PNC with terms of business
Administrating the conversion of PNCs to clients.
Assisting the Marketing & BD team with other activities, which may include research tasks, liaising with suppliers and social media
Assisting the Marketing & BD team with ad hoc tasks
Any other reasonable requests.
The CRM Executive will take instruction, and seek approval and/or authorisation, from the Head of Marketing & Business Development
The ideal candidate will be able to demonstrate the following essential criteria:
Experience with a CRM platform or similar database
Minimum of 2 years working in a Marketing & Business Development function of a high performance business
Confidence with Microsoft Office applications, including but not limited to Excel
Demonstrable experience of learning and mastering new IT systems in a short period of time
Skilled at liaising with senior professionals and business leaders in an open communication structure
Liaison with internal IT colleagues to optimise the use of internal systems
Confidence liaising with external contacts; both potential new clients and third-party colleagues
Experience in handling new client enquiries
Strong verbal as well as written communication skills
Excellent grammatical and numerical skills
An eye for detail
A consistent, reliable, flexible manner and good time keeping.
Experience within a marketing or other support function of a professional services firm or a legal business