CRM & Reporting Executive

Womble Bond Dickinson (UK) LLP; Plymouth; Hybrid; GBP 28,000 - 42,000; Full time

Job summary

Womble Bond Dickinson (UK) LLP in Plymouth is seeking a CRM & Reporting Executive on a 12-month fixed-term contract. The role sits in the Data Content & Insights team, delivering data-driven insights and high-quality datasets.

Hybrid working is offered with some in-office and flexible home-working. The role supports reporting, data governance, CRM configuration and user adoption, helping stakeholders make smarter decisions across the business.

Qualifications

• Experience in a data, reporting or information-focused role in a professional services or commercial environment.
• Ability to produce accurate reports and dashboards using Excel or similar tools.
• Experience analysing data to identify trends and insights informing business activity.

Responsibilities

• Maintain high-quality datasets and deliver routine and ad-hoc reporting.
• Support configuration and administration of key data systems and ensure data governance.
• Help stakeholders make better use of data and drive user adoption of CRM tools.
• Support back-end processing of Dynamics to maintain data integrity.

Skills

Data reporting experience

Data analysis

CRM proficiency

BD reporting

Prioritization

Written communication

Tools

Excel

Job description

We've got an exciting opportunity for a CRM & Reporting Executive to join us in our Plymouth office on a 12 month fixed term contract.

We operate a hybrid working policy and most full-time employees typically spend around 3 days in the office and 2 days working from home - however we operate a very flexible approach in practice.

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.