CRM & Relationship Insights Lead (Hybrid)

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

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