Client Relationship Management Data Assistant

Watson Farley & Williams; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

Watson Farley & Williams is seeking a proactive professional to join our Client Data & CRM Management team. You will support the Global CRM Manager, ensuring data accuracy in InterAction Hybrid Cloud, and contribute to reporting and analytics that inform business development and marketing decisions.

You will build dashboards in Power BI, analyse client data for trends, and help drive adoption of CRM tools while delivering training and guides to colleagues across the firm.

Qualifications

• Interest in data, analytics, technology, and relationship management.
• Strong focus on data accuracy and quality.
• Experience with CRM systems and reporting tooling is preferred.
• Ability to analyse data to identify trends and opportunities.

Responsibilities

• Support Global CRM Manager to enhance client data and relationship management.
• Maintain accuracy and integrity of data in InterAction Hybrid Cloud.
• Produce regular and ad hoc reports for stakeholders across the firm.
• Assist in development of Power BI dashboards and reporting solutions.
• Support onboarding/offboarding and data cleansing activities.
• Promote best practice use of client data and CRM tools.

Skills

Data analytics

CRM management

Power BI

Excel

Stakeholder management

Attention to detail

Communication skills

Time management

Learning mindset

Tools

InterAction Hybrid Cloud

Vuture

Cirrom

Job description

What we are looking for

We're looking for someone who is naturally curious, enjoys solving problems and has an interest in how data and technology can support business growth and stronger client relationships.

Whether your experience comes from previous roles, internships, placements, academic studies or a personal interest in CRM and data management, we'll provide the support and development needed to help you succeed and grow within the role.

What you'll be doing

Client Data & CRM Management

• Support the Global CRM Manager in enhancing the firm's client data and relationship management capabilities.
• Maintain the accuracy, quality and integrity of data held within InterAction Hybrid Cloud.
• Monitor and manage the CRM support inbox, responding to user requests and queries.
• Support data cleansing, maintenance, enrichment and archiving activities.
• Assist with system updates, enhancements and ongoing optimisation.
• Support onboarding and offboarding processes.
• Contribute to CRM related projects and continuous improvement initiatives.
• Produce regular and ad hoc reports for stakeholders across the firm.
• Assist in the development and maintenance of Power BI dashboards and reporting solutions.
• Analyse client and relationship data to identify trends, insights and opportunities.
• Support data driven decision making within Business Development and Marketing teams.
• Create, maintain and enhance reporting outputs for a range of stakeholders.
• Deliver training and support to colleagues across the firm.
• Create user guides, FAQs and video-based learning content.
• Promote best practice use of client data and CRM tools.
• Support initiatives that drive user engagement and adoption.
• Assist with the administration of marketing technology platforms including Vuture and Cirrom.
• Support email marketing activities and reporting.
• Help ensure compliance with GDPR and marketing preference requirements.
• Contribute to the ongoing development and adoption of technology solutions that support business growth.

Stakeholder Collaboration

• Partner with colleagues across Business Development, Marketing and Communications functions.
• Support partners, lawyers and business services professionals with data and reporting requirements.
• Build strong relationships across the firm and become a trusted point of contact for client data related queries.
• Identify opportunities to improve processes, reporting and user experience.

Skills & Qualifications

• A genuine interest in data, analytics, technology, relationship management, marketing or business development.
• Strong attention to detail and commitment to data accuracy.
• Excellent analytical and problem solving skills.
• Strong written and verbal communication skills.
• Good organisational and time management abilities.
• Confidence building relationships with stakeholders at all levels.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office applications, particularly Excel.
• A proactive mindset and willingness to learn new systems and technologies.

Please note:

We conduct thorough pre-employment screening checks as part of our recruitment process.

What we can offer you:

We offer a competitive benefits and wellbeing package for all employees.

Who we are:

Watson Farley & Williams (WFW) is a sector-focused international law firm with extensive expertise and industry insight across its core sectors of energy, infrastructure and transport. Through its network of 19 offices, the firm advises clients on complex, high-value transactions and disputes – matters requiring precise legal execution and a nuanced understanding of global market dynamics.

The firm’s success is driven by its people. It fosters a collaborative, inclusive and supportive environment where everyone can grow, share ideas and make an impact. Guided by its values –We are experts, We are united and We care – the firm delivers exceptional service through strong relationships and teamwork. The firm is committed to clear career paths, championing diversity and investing in its people so they can thrive.

Diversity and inclusion are integral to the firm’s strategy and underpin its efforts to attract and retain top talent. All employment decisions are made objectively, based on merit and ability and the firm is committed to inclusive and barrier-free recruitment. As a Disability Confident employer, WFW welcomes adjustments for candidates with disabilities or long-term health conditions and participates in the Disability Confident interview scheme. If you would like to apply through this scheme or require adjustments during any stage of the process, please contact [e-mail] and include “Disability Confident Scheme Application” in the subject line of your email.