At a Glance
- Tasks: Drive client acquisition and retention through data analysis and CRM optimisation.
- Company: Join an award-winning firm known for its inclusive culture and growth.
- Benefits: Enjoy 25 days holiday, hybrid working, and a range of health perks.
- Other info: Be part of a collaborative team focused on continuous improvement.
- Why this job: Make a real impact in a dynamic environment with opportunities for personal development.
- Qualifications: Experience with CRM platforms and strong data management skills required.
The predicted salary is between 30000 - 40000 £ per year.
Are you a CRM professional looking to help drive client acquisition, retention and loyalty in an ambitious, growing business? Do you enjoy working with data, improving processes and enabling excellent client service? Then we want to hear from you!
Our Business Development and Marketing (BDM) team sits at the heart of a client‑focused growth strategy that has delivered sustained growth over the past eight years. We are investing in marketing technologies, AI‑enabled innovation and embedding CRM and HubSpot across the firm. This role will play a key part in ensuring we leverage opportunities and use data and insight to strengthen client relationships and support new business opportunities.
As the CRM Executive you will support the ongoing development, optimisation and adoption of our HubSpot platform across the firm. Working closely with the Head of Business Development and Marketing Operations, you will help enhance CRM processes, improve data quality, and provide insight to support strategic decision‑making.
Key Responsibilities- Enable reporting, insight and business development
- Build and maintain dashboards and reports on performance and pipeline activity
- Analyse CRM data to identify trends, opportunities and growth insights
- Promote and support use of client listening feedback to drive action
- Administer and optimise the platform
- Manage day‑to‑day HubSpot administration, configuration and integrations
- Support CRM projects with cross‑functional teams
- Manage external providers to resolve technical issues
- Ensure data quality, integrity and governance
- Maintain accurate, complete and compliant HubSpot data (including GDPR)
- Run data checks, reporting and housekeeping to identify and fix issues, risks and gaps
- Cleanse and maintain CRM data in line with agreed standards
- Provide user support and training
- Act as first‑line HubSpot support, managing queries and resolving issues
- Deliver training (inductions, live sessions, refreshers)
- Create and maintain user guidance (process docs, guides, video content)
- Drive CRM adoption and embed best practice across the firm
- Drive system improvement
- Monitor HubSpot updates and identify improvement opportunities
- Implement new features to enhance capability, efficiency and user experience
- Experience in a CRM administration or data‑focused role (preferably in a professional services environment)
- Hands‑on experience with a CRM platform (HubSpot preferred or similar, e.g. Dynamics, Salesforce) including configuration, reporting and workflows
- Data stewardship experience, including data cleansing, de‑duplication and enrichment processes
- Strong understanding of data management principles, including data quality, cleansing and segmentation
- Experience producing reports and translating data into actionable insight
- Good working knowledge of GDPR, data management, Excel, MS Outlook, Word and PowerPoint
- Confident communicator, able to engage and support stakeholders at all levels
- Experience delivering training, guidance or process documentation
- Ability to manage multiple priorities in a fast‑paced environment
- A proactive, continuous improvement mindset
- Strong attention to detail and a collaborative, team‑oriented approach
- 25 days holiday plus bank holidays
- Extra time off at Christmas – we close between Christmas and New Year
- Hybrid working
- A contributory Pension scheme
- Life assurance
- Simply Health cashback plan including access to 24/7 online GP service and counselling services
- Perkbox discounts and rewards platform with over 4,000 perks and discounts
- Social events with active social committees that plan internal and external events
- Numerous opportunities for development
Bishop Fleming is an award‑winning and certified Great Place to Work provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands. With a turnover of £48 m, the firm has seen growth of almost 15 % over the last 12 months, is currently ranked fifth in the Accountancy Age Mid‑Tier Power Index and is also the largest provider of audit services to multi‑academy trusts in the academy sector. Bishop Fleming is also a member of Kreston Global, a global network of independent accounting firms in more than 100 countries. With 9 offices, over 47 partners and more than 500 people, we have the capability and capacity to meet our clients’ needs across a diverse range of sectors. We offer a fantastic range of benefits, including holiday, pension, life assurance, health, perks and social events, and numerous opportunities for development.
We are committed to welcoming new people into an inclusive working environment, where everyone is given equal opportunity to reach their full potential. We support a culture where people are valued and treated fairly with respect and differences are understood and celebrated. As part of our recruitment process and our commitment to maintaining a safe and compliant working environment, we carry out background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check.
CRM Executive in Birmingham employer: Bishop Fleming Chartered Accountants
Bishop Fleming is an award-winning firm that prioritises employee well-being and professional growth, offering a vibrant work culture enriched by social events and a commitment to inclusivity. With a strong focus on innovation and development, employees benefit from hybrid working arrangements, generous holiday allowances, and a comprehensive perks platform, making it an excellent place for CRM professionals to thrive in their careers.
Contact Details:
Bishop Fleming Chartered Accountants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land CRM Executive in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend industry events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your skills align with their needs, especially around CRM and data management. We want to see that you’re genuinely interested!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online platforms. This will help you feel more confident and articulate when discussing your experience with CRM systems like HubSpot.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace CRM Executive in Birmingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your CRM experience and how it aligns with our goals at StudySmarter. We want to see how your skills can help us drive client acquisition and retention!
Show Off Your Data Skills:Since this role is all about data, don’t shy away from showcasing your analytical skills. Share examples of how you've used data to improve processes or drive insights in your previous roles. We love a good data story!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key achievements and experiences stand out without unnecessary fluff.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Bishop Fleming Chartered Accountants
✨Know Your CRM Inside Out
Make sure you’re familiar with HubSpot and its features, as well as any similar platforms. Brush up on your knowledge of CRM processes, data management principles, and how to leverage insights for client acquisition and retention.
✨Showcase Your Data Skills
Prepare to discuss your experience with data analysis and reporting. Be ready to share examples of how you've identified trends or opportunities in past roles, and how that led to actionable insights for business development.
✨Demonstrate Your Training Ability
Since the role involves user support and training, think of instances where you’ve delivered training or created user guides. Highlight your communication skills and how you’ve helped others understand complex systems.
✨Emphasise Continuous Improvement
Talk about your proactive approach to system improvement. Share examples of how you’ve implemented new features or optimised processes in previous roles, showing your commitment to enhancing efficiency and user experience.
