CRM Systems Assistant

Shoosmiths LLP; City of Edinburgh; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Disability Confident Employer

Job summary

Shoosmiths LLP is seeking a CRM Systems Assistant in Edinburgh to support day-to-day CRM and marketing automation. You will help maintain relationship data, deliver reporting and insights, and enable colleagues to use CRM effectively across Business Development, Events and Digital teams.

You will work with InterAction, Salesforce or similar platforms, supporting Power BI reporting, data quality initiatives and audience segmentation for campaigns.

Qualifications

• Experience using CRM platforms and data management processes.
• Experience producing reports and dashboards in Excel and Power BI.
• Experience supporting users and internal stakeholders.
• Experience with marketing automation and campaign analysis.

Responsibilities

• Support day-to-day CRM platform administration and onboarding.
• Maintain data quality, validate client and contact information.
• Produce regular and ad-hoc reports, dashboards and visualisations.
• Assist with marketing automation, email campaigns and event communications.
• Support cross-functional stakeholders with CRM processes and insights.

Skills

CRM administration

Data quality

Reporting & dashboards

Power BI

Microsoft Excel

User support

Marketing automation

Relationship management

Tools

InterAction

Salesforce

Power BI

HubSpot

Vuture

Job description

Edinburgh, Birmingham, Leeds, Manchester, Northampton

As a CRM Systems Assistant, you will support the day-to-day administration and effective use of the firm's CRM and marketing automation platforms.

Working as part of the Marketing Operations team within the BD & Marketing department, you will support the Senior CRM Systems Executive in maintaining high-quality relationship data, delivering reporting and insight, supporting client communications and helping colleagues make effective use of the firm's systems and processes.

You will work closely with colleagues across the firm, particularly within Business Development, Events and Digital, helping ensure relationship information and communication activity are accurate, accessible and valuable to the business.

Core responsibilities

CRM platform administration & support

• support the day-to-day administration of the firm's CRM platform
• act as a first point of contact for CRM queries and support requests
• support user onboarding, access management and user maintenance activities
• assist with testing platform updates, enhancements and new functionality
• support CRM housekeeping activities to maintain platform integrity and data quality
• work closely with the Senior CRM Systems Executive to support ongoing improvements to CRM processes and functionality

Data quality & relationship information

• support the maintenance and continual improvement of CRM data quality
• review, validate and update client, contact and relationship information
• identify data quality issues and support stakeholders in resolving them
• assist with relationship research, contact management and client intelligence activities
• support initiatives that improve data quality, consistency and completeness
• promote best practice in the capture and management of relationship information

Reporting & insight support

• produce regular and ad-hoc reports, dashboards and data visualisations
• support the development and maintenance of Power BI reporting
• assist with the analysis of CRM, relationship and engagement data
• present information in a clear and accessible format for stakeholders
• support colleagues in accessing CRM reporting and self-service tools
• contribute to the delivery of insight that supports business development and client engagement activity

Marketing automation & communications support

• support the day-to-day administration of the firm's marketing automation platform
• assist with building, testing and deploying email campaigns, newsletters and event communications
• support audience selection and segmentation activities
• carry out quality assurance testing prior to campaign deployment
• support the maintenance of subscription preferences, communication records and audience information
• assist with campaign reporting and engagement analysisact as a first point of contact for routine marketing automation support requests
• support the maintenance of templates, documentation and operational processes
• support Business Development, Events and wider stakeholders in maintaining meaningful relationship information
• assist with relationship mapping and contact management activities
• support audience and data requirements for campaigns, events and client engagement initiatives
• promote best practice in the recording of business development activity
• support adoption of CRM processes, reporting and communication tools across the firm

Supporting Responsibilities

• support the delivery of CRM and marketing automation induction sessions
• maintain user guides, training materials and best practice documentation
• provide user support and guidance across the firm.

Stakeholder collaboration

• build effective working relationships with colleagues across the firm.
• support cross-functional initiatives that rely on CRM, relationship and communication data.
• work collaboratively with stakeholders to improve data quality and reporting capability
• contribute ideas that improve CRM processes, reporting, communications and user experience
• support projects that enhance the firm's use of CRM, marketing automation and business intelligence
• maintain awareness of developments in CRM, reporting, analytics and AI-enabled productivity tools

We are looking for an individual with strong organisational, CRM and data administration skills, alongside a genuine interest in client relationship management, business development and marketing technology.

experience working with a CRM platform or similar business system

experience maintaining data quality and following data management processes

experience producing reports and working with data in Microsoft Excel

experience supporting users, customers or internal stakeholders

strong attention to detail and commitment to data accuracy

strong organisational and administrative skills

comfortable working within a fast-paced, client-focused environment

ability to learn and apply new technologies, systems and processe

experience working with InterAction, Salesforce or a similar CRM platform

experience supporting email campaigns, newsletters or marketing communications

experience using marketing automation platforms such as Vuture, HubSpot, Marketo or similar

experience producing dashboards, reports or data visualisations

experience within a professional services, legal, financial services or B2B environment

familiarity with Microsoft Power BI

familiarity with Microsoft Copilot or other AI-powered productivity tools

curious and interested in how organisations develop and manage client relationships

organised and detail-oriented with a strong focus on quality and accuracy

proactive, enthusiastic and willing to learn

collaborative and approachable with the ability to build positive working relationships

interested in technology, insight and continuous improvement

customer-focused and committed to delivering an excellent internal service

The firm

Shoosmiths is the law firm clients choose for excellent service, incisive thinking and above all for our ability to focus on what matters. From offices across the UK and Brussels, we support some of the world’s most exciting and ambitious businesses; amazing clients making an impact. We empower our people to be their authentic selves and deliver together in supportive teams committed to excellence and innovation. The first top 50 law firm to achieve ‘Platinum Standard’ Investors in People, our values and culture are not just words on our website but are the heartbeat of the firm.

We have an outstanding benefits package to complement our competitive remuneration system. In addition to the competitive salaries, great working environment and high-quality work, we believe that all staff should be rewarded for their commitment to the continued success of the firm through a comprehensive and flexible range of benefits.

Shoosmiths is proud to be a Disability Confident Employer. Disability Confident is a government scheme designed to encourage employers to recruit and retain disabled people and those with long term conditions. The Disability Confident scheme replaced the Two Ticks Positive about Disabled People scheme. We had been accredited as a two tick employer for many years - Disability Confident broadens and develops that original commitment, and demonstrates we have adopted a proactive approach to employing disabled people and developing their abilities.

As part of our accreditation, we commit to interviewing any applicants with a disability who meet the essential criteria for each vacancy. In some circumstances we may only be able to interview those that best meet the essential criteria due to the volume of applications received.

We are committed to ensuring our recruitment process is inclusive and accessible to and usable by everyone. If you have a disability or long-term condition and would like to receive information in a different way, or need us to make any adjustments, changes or do anything differently during the recruitment process, please get in touch with the Talent Acquisition team on [e-mail] . We can consider your needs and requirements, and how we can assist you to apply for our roles. For example we can provide a copy of our application via email so that you can complete it using your own accessibility software

Equal opportunities

Our approach to our people is underpinned by our approach to diversity, inclusion and well-being. Our ambition is to build a diverse and ambitious workforce that reflects all backgrounds and talents, and a workplace that is supportive and inclusive, recognises and nurtures talent, and has a strong sense of community between colleagues.

This means that everyone who either applies to or works for the firm is treated equally, whatever their gender, age, ethnic origin, nationality, marital status, disability, sexual orientation or religious beliefs.