CRM Data Assistant

Watson Farley & Williams; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working arrangements

Wellbeing package

Job summary

Watson Farley & Williams in London is seeking a data-driven Business Development and Communications professional to join our CRM and analytics team. You will work at the heart of client relationship data, build reporting, and support marketing technology initiatives across the firm.

Responsibilities include maintaining InterAction/CRM data quality, developing Power BI dashboards, delivering concise insights to partners and lawyers, and training colleagues in data tools while ensuring GDPR

Qualifications

• Strong data accuracy, analytical thinking and problem solving.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Maintain client data and relationship management capabilities.
• Develop and enhance Power BI dashboards and reports.
• Produce regular and ad hoc data reports for stakeholders.
• Support onboarding/offboarding and data cleansing activities.
• Collaborate with BD, Marketing and Communications teams.
• Ensure GDPR compliance and marketing preferences.
• Provide training and user guides for CRM tools.

Skills

Data analytics

CRM management

Power BI

Stakeholder engagement

Attention to detail

Excel

Communication

Education

Bachelor's degree in a relevant field

Tools

InterAction

Vuture

Cirrom

Salesforce

Microsoft Dynamics

Job description

Business Development and Communications, London

Main information

The firm

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.

Role overview

This is an exciting opportunity for someone who enjoys working with data, technology and people, and is looking to develop their expertise within a leading international law firm. Sitting at the centre of our client relationship management and business development activities, this role offers exposure to a broad range of functions including data analysis, reporting, marketing technology, stakeholder engagement, training, and business development support.

Working closely with the Global CRM Manager, the successful candidate will play an important role in helping the firm understand, manage and leverage client and relationship data to support strategic decision making and business growth.

This role provides a unique opportunity to gain insight into how a global law firm attracts, develops and strengthens client relationships, while working alongside partners, lawyers and business services professionals across our international offices.

You’ll be encouraged to take ownership, contribute ideas and develop new skills, with opportunities to become involved in projects spanning data quality, business intelligence, marketing technology, user engagement and process improvement.

Key activities/responsibilities

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 and experience – essential

• 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.

Skills and experience – desired

The following would be advantageous but are not essential:

• Experience using a CRM platform such as InterAction, Salesforce, Microsoft Dynamics or similar systems.
• Exposure to data management, reporting or analytics through professional experience, internships, placements or academic projects.
• Knowledge of Power BI or other business intelligence tools.
• Experience with email marketing platforms such as Vuture.
• Understanding of data governance and GDPR principles.
• Experience working within a professional services environment.

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

Additional information

The Firm promotes a culture of agility and flexibility and is fully supportive of flexible working arrangements where these can be accommodated.

Equal opportunities

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] .