Client Development Co-ordinator

Charles Russell Speechlys; Greater London; Hybrid; GBP 28,000 - 42,000; Full time

Job summary

Charles Russell Speechlys seeks a proactive Client Development Co-ordinator to support the Client Development Programme team and Client data systems team in maintaining comprehensive and accurate data on our clients, intermediaries and alumni, and to provide general support to our CRM and BD processes. This is a full-time role with hybrid working.

You will help produce analyses from CRM and financial systems, assist with pitches, credentials, newsletters and reporting, and support client

Qualifications

• Experience in providing analysis and reporting from CRM and financial systems.
• Understanding of business development activities in a professional services firm.
• Experience of using InterAction is advantageous.
• Ability to present data to partners and BD teams.
• Good general business and sector understanding.

Responsibilities

• Support programmes to build and track relationships with clients, intermediaries, referrers and alumni.
• Produce regular analyses of data from CRM systems showing contacts and BD activities.
• Produce analyses of data from financial systems showing quantity and value of new work opportunities.
• Draft and sense-check regular reports on BD activities and work won with clients and referrers.
• Review data quality and remedy issues with Finance, Client Development and Programme Management teams.
• Ensure data is kept up to date and reporting is accessible and auditable.
• Proactively review processes and recommend improvements.
• Manage CRM presence on the firm’s internal systems and communications channels.
• Prepare reports/presentations/minutes to support meetings and seek approvals.
• Enhance data quality in InterAction and maintain mailing lists and organizational structures.
• Assist with pitches and credentials materials, including client quotes/testimonials and bios.
• Maintain quality data for pitches and credentials databases for proposals and collateral.
• Support fee earners in client interactions by creating facing materials from templates.
• Produce, distribute, track and report on digital newsletters and legal updates.
• Project manage regular deliverables and manage conflicting priorities.
• Provide effective administrative support, including meeting scheduling.

Skills

CRM reporting

Data analysis

Business development

InterAction

Data presentation

Tools

InterAction

Job description

The Team

This role sits within the Client Development, Marketing & Knowledge function of the Firm. The Client Development, Marketing & Knowledge team supports partners in the development of our business, relationship building with existing and potential clients and manages our market profile.

In broad terms, the team

• Drives the positioning of our brand through client service and thought leadership
• Creates and manages the strategic business plans at a client, partner, sector and practice group level
• Manages the firm’s key client relationship and client listening programmes
• Creates and implements the firm’s digital strategy
• Provides strategic advice and co-ordination on pitching opportunities and manages the rehearsals process
• Works with our Research and Information Services Team to research and analyse companies, sectors and countries
• Works with key stakeholders and individuals on submissions to the main legal directories/awards and advises fee earners on how best to promote their capabilities
• Manages the production of bulletins and briefings from the conceptual stage through to distribution
• Delivers events that enhance our brand and provide opportunities to build relationships with clients, potential clients and intermediaries.

There is c. 80 employees in the Client Development, Marketing & Knowledge team across London, Guildford, Dubai, Hong Kong, Singapore,Paris and Milan.

The role of the Client Development Co-ordinator is to support the Client Development Programme team and Client data systems team in the maintenance, administration and reporting of comprehensive and accurate data on our clients, intermediaries and alumni, as well as providing more general support to our Client Relationship Management programme.

This is a full-time role, including agile and flexible working.

Tasks and Responsibilities

• Supporting the Firm’s programmes to build and track relationships with clients, intermediaries, referrers of work and alumni through
• Producing regular high-quality analyses of data from Client Relationship Management systems showing contacts and Business Development activities
• Producing regular and accurate analyses of data from financial systems showing quantity and value of new work opportunities
• Drafting and sense-checking regular reports on our Business Development activities and work won with clients and referrers
• Regularly reviewing data quality. Identifying data issues and acting to remedy, working closely with Finance, Client Development and Client Development Programme Management teams
• Ensuring data is kept up to date
• Ensuring all reporting is accessible, current, and auditable
• Being proactive in reviewing processes and recommending improvements, where necessary
• Managing the CRM programmes presence on the firm’s internal systems and communications channels, for example the intranet
• Preparing reports/presentations/minutes to support internal and external relationship meetings. Seeking appropriate review and approvals.
• Enhancing the quality of data in InterAction, our contact management system e.g. mailing list cleansing, researching and correcting organisational structures, following up on contact data and activity reporting among the fee earners and support staff
• Assist with maintenance of quality data and materials for pitches and credentials submissions, including client quotes/testimonials, basic research, partner and fee earner biographies on client teams, and core factual/policy information.
• Maintain and enhance the quality of data in our pitch and credentials databases collate information for the Firm, Divisions, Sectors/services and ensure they are stored in the relevant repositories and available quickly and easily for proposals, collateral etc.
• Support fee earners in their client interactions by creating facing materials, often at short notice, from standard materials. Use Marketing and BD templates and ensuring accurate quality outputs
• Produce, distribute, track and report on digital newsletters, legal updates and other direct mailings to clients and intermediaries
• Project managing regular deliverables, and managing conflicting priorities
• Providing effective administrative support, including meeting scheduling

Skills and experience

• Experience of providing analysis and reporting from CRM and Financial systems
• Understanding of Business development activities of a professional services firm
• Experience of using InterAction an advantage
• The ability to present data to partners and BD teams
• Good general business and sector understanding

Person specification

• Team player with a confident, conscientious, proactive approach with good attention to detail, who
• Works collaboratively with others
• Develops and manages relationships with key decision makers and stakeholders across all levels of seniority
• Demonstrates strong analytical skills, with good attention to detail, and the ability to write reports and clearly articulate findings
• Is an excellent communicator with good written skills
• Understands a professional services environment
• Has a keen eye for detail, with excellent proof-reading skills and the ability to identify gaps in data.

Competencies

• Working together
• Integrity and respect
• Inclusive
• Personal impact and growth
• Driving high standards
• Commercial mindset
• Client - centric
• Responsible Business

Hybrid working

We adopt a hybrid and flexible working approach, dependent on the requirements of the role and subject to manager approval.