CRM Executive (sjl/crm)

Job type: Permanent, Full time

Location: London, London


Sector: Technology

Job description

Our client, a prestigious law firm are looking to recruit a CRM Executive.

The primary duties and responsibilities for this role are listed below.

CRM Database

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.

Internal Support

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.

Reporting lines:

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

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