At a Glance
- Tasks: Drive client acquisition and retention through data analysis and CRM optimisation.
- Company: Join an award-winning firm with a focus on growth and innovation.
- Benefits: Enjoy 25 days holiday, hybrid working, and a range of perks.
- Other info: Be part of a collaborative team that values diversity and inclusion.
- Why this job: Make a real impact in a dynamic environment while developing your skills.
- 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
Qualifications
- 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
Benefits
- 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
Equal Opportunity
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 employer: Bishop Fleming Chartered Accountants
Bishop Fleming is an award-winning firm that prioritises employee growth and well-being, offering a vibrant work culture enriched by social events and a commitment to inclusivity. With a strong focus on professional development and a range of benefits including hybrid working, generous holiday allowances, and health perks, this is an excellent opportunity for CRM professionals to thrive in a supportive environment while contributing to the firm's ambitious growth strategy.
Contact Details:
Bishop Fleming Chartered Accountants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land CRM Executive
✨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
Show off your skills! Create a portfolio or a personal website showcasing your CRM projects and achievements. This gives potential employers a taste of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by practising common CRM-related questions. Think about how you've improved processes or used data to drive results in past roles. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace CRM Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the CRM Executive role. Highlight your experience with CRM platforms like HubSpot, and showcase any data management skills you have. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about CRM and how you can contribute to our team. Be sure to mention specific examples of your past successes in client acquisition and retention.
Show Off Your Data Skills:Since this role involves a lot of data analysis, don’t shy away from showcasing your analytical skills. Mention any tools or methods you've used to derive insights from data, and how that has positively impacted your previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. 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 from CRM data in the past, and how that led to actionable insights.
✨Demonstrate Your Training Abilities
Since user support and training are key parts of the role, 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
Be prepared to talk about how you’ve driven system improvements in previous roles. Discuss any specific examples where you’ve implemented new features or optimised processes to enhance efficiency and user experience.
