CRM & Reporting Executive

Womble Bond Dickinson (UK) LLP; Plymouth; Presencial; GBP 28.000 - 38.000; Jornada completa

Descripción de la vacante

Womble Bond Dickinson (UK) LLP is seeking a CRM & Reporting Executive to maintain datasets, produce reports and dashboards, and support data systems governance. The role involves assisting with Dynamics backend processing to ensure data integrity and user adoption across the business development function.

The successful candidate will have proven reporting experience, strong Excel skills, and the ability to work across multiple priorities in a professional services environment.

Formación

• Experience in a data, reporting or information-focused role within a professional services or commercial environment.
• Proven ability to produce accurate reports, dashboards or performance metrics, using Excel or similar tools.
• Experience analysing data to identify trends and insights that inform business or client activity.
• Confident use of business systems or databases (e.g. CRM, reporting or finance systems), with a strong focus on data quality.
• Experience supporting business development, client-facing or revenue-related activity through data or reporting.
• Demonstrable ability to manage competing priorities, meet deadlines and organise workload effectively.
• Clear written communication skills, with experience producing reports, guidance notes or documented processes.

Responsabilidades

• Maintain high-quality datasets and ensure data integrity across key systems.
• Deliver routine and ad-hoc reporting and dashboards for stakeholders.
• Support configuration and administration of key data systems with attention to governance and compliance.
• Help internal stakeholders make better use of data and drive data-driven decisions.
• Support the back end processing of Microsoft Dynamics to maintain data integrity and adoption.
• Assist in driving user adoption and resolving data-related queries; contribute to system improvements.

Conocimientos

Data reporting

Data analysis

CRM proficiency

Excel

Data quality

Business development support

Time management

Written communication

Herramientas

Microsoft Dynamics

Excel

Descripción del empleo

The Team

Our Data Content & Insights team sits at the heart of our Business Development function and works closely with colleagues and partners across the firm to drive smarter, more strategic business decisions. By combining high‑quality data with deep insight into our clients, markets and sectors, the team enables us to better understand where opportunities lie and how we can strengthen client relationships. But insight alone isn't enough. In an increasingly competitive legal market, it's how we use data to inform strategy, sharpen our focus and differentiate ourselves that matters most – and our Data Content & Insights team plays a critical role in helping the firm achieve this.

The role

The CRM & Reporting Executive role supports the team by: maintaining high‑quality datasets; delivering routine and ad‑hoc reporting; supporting the configuration and administration of key data systems; ensuring data governance and compliance standards are met; and helping internal stakeholders make better use of data.

The role also helps to drive user adoption, resolve data-related queries, support system improvements, and contribute to the efficiency and reliability of data services across the organisation.

They will also support our CRM Manager with the back end processing of Dynamics in order to help maintain data integrity and support adoption.

What are we looking for?

To be successful in this role you'll need as a minimum;

• Experience in a data, reporting or information-focused role within a professional services or commercial environment.
• Proven ability to produce accurate reports, dashboards or performance metrics, using Excel or similar tools.
• Experience analysing data to identify trends and insights that inform business or client activity.
• Confident use of business systems or databases (e.g. CRM, reporting or finance systems), with a strong focus on data quality.
• Experience supporting business development, client‑facing or revenue‑related activity through data or reporting.
• Demonstrable ability to manage competing priorities, meet deadlines and organise workload effectively.
• Clear written communication skills, with experience producing reports, guidance notes or documented processes.

What makes it great to work here?

We continually work hard to create an open culture that sets us apart from other firms. Our culture gives us much more of a human feel, emphasising that we're more than just suits!

As signatories to the Mindful Business Charter, it's important to us that our people are able to maintain healthy and happy lives, both in and out of work. We have a number of resources and initiatives designed to support health and wellbeing and we're very happy to talk flexible working.

Through our DEI initiatives we create an environment in which difference is valued. We have an Diversity, Equity and Inclusion Group, led by our Board Sponsor, which works with our colleague networks (we currently have firm supported networks for race, ethnicity, and cultural heritage, LGBTQ+, disabilities, neurodiversity, families, and women's career development and we're in constant dialogue with our people about how we expand our networks to better support everybody). Find out more about DEI at WBD here. We encourage applicants from all social backgrounds, ethnicities, disabilities, gender identities and sexual orientations.

We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long term condition and need us to make any adjustments to give you the best possible recruitment process, please let us know by contacting the recruiter on the right hand side of this page. Please also let us know if you need this job advert or the application form in a different format.

We will offer an interview to candidates with a disability or long‑term condition who meet the minimum criteria for this role. You can opt into this scheme within the application form. Your response to this question is only used for this purpose, is only visible to the recruitment team and is not used for data monitoring.

We are an in-house recruitment team and will always aim to fill our roles directly in the first instance.