Client Relationship Management (CRM) Executive

Fletchers Solicitors; Sefton; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Bonus scheme

35 days holiday

Pension scheme

Life Assurance

Medicash policy

Company sick pay

Hybrid working

Training & development

Social events

Job summary

Fletchers Group is actively seeking a CRM Executive to shape how we capture, manage and use relationship data across the firm. You’ll work closely with Business Development, Marketing and legal teams to ensure our CRM delivers a clear, joined-up view of our professional network.

This hands-on role focuses on embedding CRM as a practical business tool — supporting bids and tenders, pipeline tracking and informed decision-making, with hybrid working and opportunities for development within a

Qualifications

• Experience working with CRM systems (Salesforce preferred) in a business development or relationship-focused environment.
• Strong attention to detail, particularly around data accuracy and structure.
• Experience supporting pipeline tracking and reporting (ideally including bids/tenders).
• Confident delivering training and supporting colleagues with systems.
• Comfortable working with data, reporting and insight.
• Ability to work collaboratively across teams and influence ways of working.

Responsibilities

• Maintain accurate, high-quality relationship data in Salesforce to give a clear view of contacts, organisations and networks.
• Support visibility of key accounts, influencers and referral relationships, ensuring interactions are consistently recorded.
• Enable effective tracking of opportunities, pipeline activity, bids and tenders through CRM.
• Provide insight and reporting on relationship activity, referrals and pipeline performance.
• Support CRM adoption across the business through training, guidance and day-to-day support.
• Work with BD, Marketing, legal and digital teams to improve CRM processes, data quality and system capability.

Skills

Salesforce

CRM management

Data analysis

Training others

Stakeholder collaboration

Tools

Salesforce

Job description

Office Locations:

Manchester, Liverpool, Leeds, Bolton, Southport, Newcastle, Reading, Birmingham, Northampton, and Cambridge

Hybrid working available

with the flexibility to work from home and collaborate in-office when needed. We believe we offer our colleagues the best hybrid and flexible working practices, balancing working from home with time collaborating and socialising with colleagues in our modern offices.

Fletchers Group have a fantastic opportunity to join our growing Marketing Team!

Relationships are at the heart of how we grow — and this role sits right at the centre of making those relationships visible, understood and actionable.

We’re looking for a CRM Executive to play a pivotal role in shaping how we capture, manage and use relationship data across the firm. Working closely with Business Development, Marketing and legal teams, you’ll ensure our CRM system provides a clear, accurate and joined-up view of our professional network, supporting relationship-led growth, stronger referral networks and better visibility of opportunities.

This is a hands-on, collaborative role for someone who enjoys working with data, improving systems and helping colleagues get real value from CRM in their day-to-day work. You’ll be instrumental in embedding CRM as a practical business tool — supporting bids and tenders, pipeline tracking, influencer engagement and informed decision-making across the business.

If you’re curious about how relationships drive commercial success and enjoy bringing structure, insight and clarity to complex information, this is an opportunity to make a real impact.

In Return Fletchers Offers

• 35 hours working week
• Bonus scheme (subject to targets being met)
• 35 days holiday a year including bank holidays and Christmas Closure, you also have an option to purchase up to 3 extra days’ holiday per year, until you long service award the 3 days after your 5th, 7th, and 9th full year of employment
• Pension scheme with tax-efficient salary sacrifice option
• Life Assurance Policy
• Medicash policy to cover some dental, optical and other medical expenses
• Company sick pay
• Enhanced Maternity, Paternity and IVF schemes
• Flexible, agile working environment with a positive work-life balance
• Varied calendar of funded company social events (check out Fletchers Group on LinkedIn)
• Monthly voucher awards for winning nominees
• A genuinely supportive and friendly culture
• Ongoing training and professional development opportunities

Main Responsibilities

• Maintain accurate, high-quality relationship data in Salesforce to give a clear view of contacts, organisations and networks
• Support visibility of key accounts, influencers and referral relationships, ensuring interactions are consistently recorded
• Enable effective tracking of opportunities, pipeline activity, bids and tenders through CRM
• Provide insight and reporting on relationship activity, referrals and pipeline performance
• Support CRM adoption across the business through training, guidance and day-to-day support
• Work with BD, Marketing, legal and digital teams to improve CRM processes, data quality and system capability

This list is not exhaustive and the role holder will be expected to undertake related duties as required.

Essential Skills And Experience

• Experience working with CRM systems (Salesforce preferred) in a business development or relationship-focused environment
• Strong attention to detail, particularly around data accuracy and structure
• Experience supporting pipeline tracking and reporting (ideally including bids/tenders)
• Confident delivering training and supporting colleagues with systems
• Comfortable working with data, reporting and insight
• Ability to work collaboratively across teams and influence ways of working

Personal Attributes

• Curious about how relationships and networks drive growth
• Organised and methodical, with a strong sense of ownership
• Approachable and confident supporting colleagues at all levels
• Pragmatic and solutions-focused
• Commercially aware, with an understanding of how CRM supports business performance

Success Measures

• Improved quality and consistency of CRM data
• Increased adoption and effective use of CRM across BD and legal teams
• Clear visibility of pipeline, including bids and tenders
• Stronger insight into referral sources and relationship networks
• Positive feedback from colleagues on training and support

We reserve the right to close this role before the date specified depending on the calibre and volume of candidates.

About Fletchers Group

Fletchers is a fast-growing, dynamic law firm specialising in personal injury and clinical negligence law, with outstanding rankings in both The Legal 500 and Chambers & Partners. Following several strategic acquisitions, we’ve evolved into the Fletchers Group, with ambitious plans for continued growth and innovation.

We aspire to be the best place to work in the legal sector.

Our workplace culture is inclusive, informal, and supportive, with a strong focus on colleague wellbeing and happiness. We are proud to offer some of the best hybrid and flexible working arrangements in the industry — because we understand that balance drives performance.

At Fletchers, we also value connection and collaboration. We create exciting opportunities for teams to come together and thrive. Whether you’re starting your career or aiming for leadership, you’ll find a clear path to progress and development here — from apprenticeships and professional qualifications to senior roles and Partnership.

We seek out a broad range of challenging, high-quality legal work, enabling our people to build meaningful and progressive careers. And we don’t just talk about development — we invest in it, with a significant proportion of our colleagues working towards relevant qualifications at any given time.

We reward those who help build our success and live our values. Our benefits package is designed to grow with you, offering real opportunities to share in our long-term strength.

Join us and be part of a law firm that’s not only growing, but redefining what it means to work in legal services.

Fletchers Group is an inclusive employer with a diverse workforce: we welcome applications from any and all backgrounds. We’re committed to providing a culture and environment where everyone can thrive, understanding and celebrating that no colleague is the same. We’re proud of our work on the Disability Confident scheme, signed up to BITC's Race at Work charter, and working towards Henpicked's Menopause and Menstrual Friendly accreditations.