Senior CRM Systems Executive 12-14m FTC

Charles Russell Speechlys; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Charles Russell Speechlys is seeking a Senior CRM Systems Executive to join the Client Data & Systems function within the Client Development & Marketing team. You will support InterAction and Vuture and work with the CRM Systems Manager and Data Steward to administer systems and assist users.

This maternity-cover role focuses on ensuring data quality, managing folder structures and integrations, and driving adoption of InterAction across the firm to support business development.

Qualifications

• Experience in a marketing or CRM role within a professional services environment.
• System and data management experience, including administrator experience of CRM systems (preferably InterAction) and e-marketing systems (preferably Vuture).
• Experience of working in a professional services environment in a marketing, training or administrative role.
• Experience of working with and for partners and fee-earners.

Responsibilities

• Oversee and administer our CRM system, InterAction, including folder management and archiving, security access, data quality management, and the smooth running of integrations between other systems.
• Oversee and work with the CRM Data Steward to resolve any data quality issues.
• Champion the use of InterAction and its capabilities within our team and across the firm to support business development.
• Lead on the execution of campaigns and mailings, when required.
• Anticipate requests for complex searches and reports and deliver workable solutions.
• Act as a trusted advisor to the Client Development team, fee earners and secretaries for InterAction and Vuture and provide best practice guidance.
• Define training requirements for InterAction and produce supporting guidance notes.
• Deliver user training to the Client Development and Marketing teams and other users across the firm for InterAction and Vuture.
• Lead on mini-projects for the team.
• Represent the team at meetings around the firm.
• Work collaboratively with IT to resolve technical issues in a timely manner.
• Support the CRM Systems Manager on projects or initiatives, when required.

Skills

CRM systems

Data management

InterAction

Vuture

Tools

InterAction

Vuture

Job description

The Senior CRM Systems Executive will sit in the Client Data & Systems function of the Client Development & Marketing department and will support the effective use of our CRM and e-marketing systems. They will work closely with the CRM Systems Manager and CRM Systems Data Steward, to administer our systems and support our users. They will also work with the Head of Client Data and Systems on certain aspects of our InterAction Hybrid Cloud upgrade project.

This role is to cover a period of maternity leave.

Roles and Responsibilities

• Oversee and administer our CRM system, InterAction, including folder management and archiving, security access, data quality management, and the smooth running of integrations between other systems
• Oversee and administer our CRM system, InterAction, including folder management and archiving, security access, data quality management, and the smooth running of integrations between other systems
• Oversee and work with the CRM Data Steward to resolve any data quality issues
• Champion the use of InterAction and its capabilities, within our own team and across the firm, to ensure that it is well used and supports the firm’s business development strategy
• Lead on the execution of campaigns and mailings, when required
• Anticipate requests for complex searches and reports and deliver workable solutions
• Act as a trusted advisor to the Client Development team, fee earners and secretaries, for InterAction and Vuture and provide commercially focussed best practice guidance
• Define the training requirements for InterAction and produce supporting guidance notes
• Deliver user training to the Client Development and Marketing teams and other users across the firm for InterAction and Vuture
• Lead on mini-projects for the team
• Represent the team at meetings around the firm
• Work collaboratively with IT to ensure that any technical issues are resolved in a timely manner
• Support the CRM Systems Manager on projects or initiatives, when required

Qualifications and Experience

• Experience in either a marketing or CRM role within a professional services environment and looking to develop their career in a support function.
• System and data management experience, including administrator experience of CRM systems (preferably InterAction) and e-marketing systems (preferably Vuture)
• Experience of working in a professional services environment in a marketing, training or administrative role
• Experience of working with and for partners and fee-earners

Person Specification

• Self-motivated and highly organised
• Self-assured and approachable in their manner of communication
• Excellent attention to detail, highly organised and efficient
• Able to balance competing priorities and multitask in a fast-paced environment, whilst adapting to challenging deadlines
• Takes ownership of tasks
• Flexible and dependable
• Collaborative way of working
• A professional manner with good communication skills

Hybrid working

We adopt a hybrid and flexible working approach, dependent on the requirements of the role and subject to manager approval.

Charles Russell Speechlys is an Equal Opportunities Employer, and we are committed to developing an increasingly diverse, inclusive and supportive culture where everyone can be themselves, feel valued, and that they can thrive and belong. Please see here for more information on our employee-led DEI Networks.

For a detailed specification please download the job description in the documents section of this page.