CRM Platform & Data Specialist — Marketing Operations

DAC Beachcroft; Bagstone; Hybrid; Confidential; Full time

Benefits offered by this job

Hybrid working

Disability confident employer

Job summary

DAC Beachcroft is a UK-based international law firm seeking a Platform & Systems, CRM Executive to join our Clients & Markets team in a hybrid UK role. You will help operate, adopt and improve the firm's CRM platform and connected marketing systems, ensuring data is accurate, trusted and valuable across the business.

You'll collaborate with Marketing Operations, Brand Design and IT to test, train and roll out new functionality, deliver insightful reports, and support users to maximise the value

Qualifications

• Experience administering CRM and eMarketing systems in a professional services or B2B environment.
• Experience with CRM platforms such as Microsoft Dynamics 365, Salesforce, InterAction, Intapp DealCloud, Introhive or similar.
• Strong reporting and analytical skills, including Power BI or similar tools.
• Ability to investigate issues methodically and drive them through to resolution.
• Excellent communication skills with the confidence to support both technical and non-technical users.

Responsibilities

• Support day-to-day administration and operation of the firm's CRM and connected marketing platforms.
• Maintain high standards of client and contact data quality, accuracy and completeness.
• Investigate and resolve data and system issues, escalating technical matters where appropriate.
• Support data cleansing, enrichment and wider data quality initiatives.
• Provide user support, guidance and CRM best practice across the business.
• Help colleagues utilise CRM and relationship intelligence tools to understand client relationships and engagement.
• Produce reports and data insights to support marketing activity, client development and business decisions.
• Assist with testing, implementation and rollout of new functionality and system releases.
• Coordinate user acceptance testing and document outcomes and feedback.
• Create and maintain process documentation, user guides and data standards.
• Deliver training, demonstrations and user communications to encourage system adoption.
• Work with internal technology teams and external suppliers to resolve issues and implement improvements.
• Identify opportunities to streamline processes, improve automation and enhance data quality.
• Ensure data is managed securely and in line with GDPR and firm policies.

Skills

CRM administration

Data quality awareness

Stakeholder engagement

Power BI

Problem solving

Communication skills

Tools

Microsoft Dynamics 365

Salesforce

InterAction

Intapp DealCloud

Introhive

Job description

DAC Beachcroft is a UK-based international law firm seeking a Platform & Systems, CRM Executive to join our Clients & Markets team in a hybrid UK role. You will help operate, adopt and improve the firm's CRM platform and connected marketing systems, ensuring data is accurate, trusted and valuable across the business.

You'll collaborate with Marketing Operations, Brand Design and IT to test, train and roll out new functionality, deliver insightful reports, and support users to maximise the value