Hybrid Client Data & Relationship Coordinator

Charles Russell Speechlys; Greater London; Hybrid; GBP 28,000 - 42,000; Full time

Job summary

Charles Russell Speechlys seeks a proactive Client Development Co-ordinator to support the Client Development Programme team and Client data systems team in maintaining comprehensive and accurate data on our clients, intermediaries and alumni, and to provide general support to our CRM and BD processes. This is a full-time role with hybrid working.

You will help produce analyses from CRM and financial systems, assist with pitches, credentials, newsletters and reporting, and support client

Qualifications

• Experience in providing analysis and reporting from CRM and financial systems.
• Understanding of business development activities in a professional services firm.
• Experience of using InterAction is advantageous.
• Ability to present data to partners and BD teams.
• Good general business and sector understanding.

Responsibilities

• Support programmes to build and track relationships with clients, intermediaries, referrers and alumni.
• Produce regular analyses of data from CRM systems showing contacts and BD activities.
• Produce analyses of data from financial systems showing quantity and value of new work opportunities.
• Draft and sense-check regular reports on BD activities and work won with clients and referrers.
• Review data quality and remedy issues with Finance, Client Development and Programme Management teams.
• Ensure data is kept up to date and reporting is accessible and auditable.
• Proactively review processes and recommend improvements.
• Manage CRM presence on the firm’s internal systems and communications channels.
• Prepare reports/presentations/minutes to support meetings and seek approvals.
• Enhance data quality in InterAction and maintain mailing lists and organizational structures.
• Assist with pitches and credentials materials, including client quotes/testimonials and bios.
• Maintain quality data for pitches and credentials databases for proposals and collateral.
• Support fee earners in client interactions by creating facing materials from templates.
• Produce, distribute, track and report on digital newsletters and legal updates.
• Project manage regular deliverables and manage conflicting priorities.
• Provide effective administrative support, including meeting scheduling.

Skills

CRM reporting

Data analysis

Business development

InterAction

Data presentation

Tools

InterAction

Job description

Charles Russell Speechlys seeks a proactive Client Development Co-ordinator to support the Client Development Programme team and Client data systems team in maintaining comprehensive and accurate data on our clients, intermediaries and alumni, and to provide general support to our CRM and BD processes. This is a full-time role with hybrid working.

You will help produce analyses from CRM and financial systems, assist with pitches, credentials, newsletters and reporting, and support client