CRM Platforms & Data Systems Specialist

DAC Beachcroft LLP; West of England; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Disability inclusive recruitment

Job summary

DAC Beachcroft LLP is seeking a Platform & Systems, CRM Executive to join the Clients & Markets team in Bristol. You will help ensure client and contact data remains accurate, trusted and valuable, and support CRM platform enhancements across a range of systems and stakeholders.

You’ll contribute to data cleansing, testing, reporting and user training while collaborating with internal technology teams to drive improvements and better client relationships.

Qualifications

• CRM administration experience in a professional services environment.
• Strong data quality discipline and data governance awareness.
• Experience delivering reports and insights using BI tools.
• Ability to test, train and support CRM users across a business.

Responsibilities

• Support day-to-day administration and operation of the firm's CRM and marketing platforms.
• Maintain high standards of client and contact data quality and accuracy.
• Assist with testing, rollout and implementation of new CRM functionality.
• Produce reports and data insights to support marketing activity and business decisions.
• Create documentation and provide user training and support.
• Collaborate with internal tech teams and external suppliers to improve systems.

Skills

CRM administration

Data quality

Power BI

Stakeholder engagement

Reporting

Tools

Microsoft Dynamics 365

Salesforce

InterAction

Intapp DealCloud

Introhive

Job description

DAC Beachcroft LLP is seeking a Platform & Systems, CRM Executive to join the Clients & Markets team in Bristol. You will help ensure client and contact data remains accurate, trusted and valuable, and support CRM platform enhancements across a range of systems and stakeholders.

You’ll contribute to data cleansing, testing, reporting and user training while collaborating with internal technology teams to drive improvements and better client relationships.