Platform & Systems, CRM Executive

DAC Beachcroft; Bagstone; Hybrid; Confidential; Full time

Benefits offered by this job

Hybrid working

Disability confident employer

Job summary

DAC Beachcroft is a UK-based international law firm seeking a Platform & Systems, CRM Executive to join our Clients & Markets team in a hybrid UK role. You will help operate, adopt and improve the firm's CRM platform and connected marketing systems, ensuring data is accurate, trusted and valuable across the business.

You'll collaborate with Marketing Operations, Brand Design and IT to test, train and roll out new functionality, deliver insightful reports, and support users to maximise the value

Qualifications

• Experience administering CRM and eMarketing systems in a professional services or B2B environment.
• Experience with CRM platforms such as Microsoft Dynamics 365, Salesforce, InterAction, Intapp DealCloud, Introhive or similar.
• Strong reporting and analytical skills, including Power BI or similar tools.
• Ability to investigate issues methodically and drive them through to resolution.
• Excellent communication skills with the confidence to support both technical and non-technical users.

Responsibilities

• Support day-to-day administration and operation of the firm's CRM and connected marketing platforms.
• Maintain high standards of client and contact data quality, accuracy and completeness.
• Investigate and resolve data and system issues, escalating technical matters where appropriate.
• Support data cleansing, enrichment and wider data quality initiatives.
• Provide user support, guidance and CRM best practice across the business.
• Help colleagues utilise CRM and relationship intelligence tools to understand client relationships and engagement.
• Produce reports and data insights to support marketing activity, client development and business decisions.
• Assist with testing, implementation and rollout of new functionality and system releases.
• Coordinate user acceptance testing and document outcomes and feedback.
• Create and maintain process documentation, user guides and data standards.
• Deliver training, demonstrations and user communications to encourage system adoption.
• Work with internal technology teams and external suppliers to resolve issues and implement improvements.
• Identify opportunities to streamline processes, improve automation and enhance data quality.
• Ensure data is managed securely and in line with GDPR and firm policies.

Skills

CRM administration

Data quality awareness

Stakeholder engagement

Power BI

Problem solving

Communication skills

Tools

Microsoft Dynamics 365

Salesforce

InterAction

Intapp DealCloud

Introhive

Job description

You'll be joining a business that values innovation, continuous improvement and the intelligent use of technology. Within our Clients & Markets function, you'll have the opportunity to work on meaningful projects that improve how we manage client relationships, enhance marketing effectiveness and support business growth.

The Opportunity As Platform & Systems, CRM Executive, you'll support the operation, adoption and continuous improvement of the firm's CRM platform and connected marketing systems. Working within Marketing Operations and Brand Design, you'll help ensure client and contact data remains accurate, trusted and valuable across the firm. You'll also contribute to system enhancements, testing, reporting, training and user support, helping maximise the value of our CRM and relationship intelligence platforms.

Key Responsibilities

• Support the day-to-day administration and operation of the firm's CRM and connected marketing platforms.
• Maintain high standards of client and contact data quality, accuracy and completeness.
• Investigate and resolve data and system issues, escalating technical matters where appropriate.
• Support data cleansing, enrichment and wider data quality initiatives.
• Provide user support, guidance and CRM best practice advice across the business.
• Help colleagues utilise CRM and relationship intelligence tools to better understand client relationships and engagement.
• Produce reports and data insights to support marketing activity, client development and business decisions.
• Assist with testing, implementation and rollout of new functionality, enhancements and system releases.
• Coordinate user acceptance testing and document outcomes and feedback.
• Create and maintain process documentation, user guides and data standards.
• Deliver training, demonstrations and user communications to encourage system adoption.
• Work collaboratively with internal technology teams and external suppliers to resolve issues and implement improvements.
• Identify opportunities to streamline processes, improve automation and enhance data quality.
• Ensure data is managed securely and in line with GDPR, firm policies and information security requirements.
• Support wider projects and priorities across the Clients & Markets function.

Skills, Knowledge and Expertise

We're interested in candidates who bring a blend of CRM systems knowledge, data awareness and stakeholder engagement skills.

Essential Experience

• Experience administering CRM and eMarketing systems within a professional services or B2B environment.
• Experience working with CRM platforms such as Microsoft Dynamics 365, Salesforce, InterAction, Intapp DealCloud, Introhive or similar.
• Understanding of data management principles and the importance of data quality.
• Experience supporting system testing, user acceptance testing or software releases.
• Strong reporting and analytical skills, ideally including exposure to Power BI or similar tools.
• Ability to investigate issues methodically and drive them through to resolution.
• Excellent communication skills with the confidence to support both technical and non-technical users.
• Strong attention to detail and commitment to accuracy.
• A proactive, collaborative and customer-focused approach.

Desirable

• Understanding of system integrations, APIs and secure data transfer principles.
• Experience delivering training sessions, demonstrations or user drop-in clinics.
• Knowledge of automation, Power Query, SQL or data transformation tools.
• Experience working with relationship intelligence platforms and marketing technology ecosystems.

Additional Information As a Disability Confident Scheme employer, we're committed to providing an inclusive and accessible recruitment process. If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact in confidence with the vacancy reference in the subject line, and we'll be happy to help.

Department Business Services - Clients and MarketsEmployment Type PermanentWorkplace type Hybrid

At DAC Beachcroft , we're a purpose-led international law firm with a strong reputation across insurance, health and real estate, as well as a growing presence across a range of commercial sectors. With offices across the UK and internationally, we combine legal expertise, sector insight and innovative thinking to help our clients solve complex challenges.

We're looking for a Platform & Systems, CRM Executive to join our Clients & Markets team. This is an excellent opportunity for a CRM professional who enjoys working at the intersection of data, technology and stakeholder engagement. You'll play a key role in ensuring our client and marketing systems operate effectively, helping colleagues across the business make better use of data, strengthen client relationships and drive informed decision-making. The role offers exposure to a broad range of systems, projects and stakeholders, making it an ideal next step for someone looking to develop their career in CRM, data and marketing technology.

Why Join DAC Beachcroft?

DAC Beachcroft is an international law firm with more than 3,000 people and offices across the UK, Europe, Asia-Pacific and Latin America. We are recognised for our collaborative culture, sector expertise and commitment to delivering exceptional service to our clients.