CRM & Relationship Intelligence Specialist

McCann FitzGerald LLP; Dublin; Hybrid; EUR 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid work options

Pension contributions

Life assurance and income protection

Relocation assistance

Great working environment

Sports and social club

Job summary

McCann FitzGerald LLP is seeking a CRM Executive to join the Markets team. The role focuses on administering the firm's CRM and related platforms, maintaining data quality and supporting user adoption through training and guidance.

Working closely with Markets colleagues, IT and partners, you will manage data records, run reports and drive CRM governance, with opportunities to develop in legal business services, data management and business development operations.

Qualifications

• Experience with a CRM platform, ideally Microsoft Dynamics.
• Strong attention to detail and commitment to data accuracy.
• Excellent organisational and administrative skills.
• Strong Microsoft Office skills, particularly Excel.
• Strong communication and interpersonal skills.
• Ability to explain processes and system functionality clearly to non‑technical users.
• Analytical mindset with an interest in data, systems and technology.
• Ability to manage multiple priorities and deadlines.
• Strong customer service orientation and stakeholder management.
• Commercial awareness of CRM in client relationship development.

Responsibilities

• Perform day-to-day administration of CRM.
• Create, update and maintain client, contact, company and relationship records.
• Monitor CRM data integrity and ensure records are maintained in accordance with firm standards.
• Support users with CRM queries, troubleshooting and day-to-day assistance.
• Assist with user onboarding and CRM adoption initiatives.
• Manage data imports, exports and bulk updates as required.
• Support CRM enhancements, testing and system upgrades.
• Produce reports, dashboards and data extracts for Markets team.
• Work with stakeholders to improve CRM processes and promote best practice usage across the firm.
• Manage day-to-day operation of ERM platform and data synchronization with CRM.
• Monitor data synchronisation between ERM and CRM.
• Maintain data quality standards and governance policies.

Skills

CRM platform experience

Attention to detail

Organisational skills

Communication skills

Analytical mindset

Stakeholder management

Power BI

Introhive/ERM familiarity

Data quality management

Training & user support

Tools

Microsoft Dynamics

Excel

Power BI

Job description

McCann FitzGerald LLP is seeking a CRM Executive to join the Markets team. The role focuses on administering the firm's CRM and related platforms, maintaining data quality and supporting user adoption through training and guidance.

Working closely with Markets colleagues, IT and partners, you will manage data records, run reports and drive CRM governance, with opportunities to develop in legal business services, data management and business development operations.