At a Glance
- Tasks: Drive client acquisition and retention through data analysis and CRM management.
- Company: Join a growing business focused on client success and innovative strategies.
- Benefits: Enjoy 25 days holiday, hybrid working, and a range of health benefits.
- Other info: Inclusive culture with opportunities for personal and professional growth.
- Why this job: Make an impact in a dynamic team while developing your CRM skills.
- Qualifications: Experience with CRM platforms and strong data management skills required.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a CRM Executive to drive client acquisition, retention and loyalty in an ambitious, growing business. 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. Looking ahead, we have set a strategy to become a national firm through organic and M&A activity and are now adding firepower to our team that will accelerate that ambition.
Role 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 such as 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 and flexible working
- A contributory pension scheme
- Life assurance
- Critical illness cover
- 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
Equality & Diversity
We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential. We support a culture where people are valued and treated with respect, and where differences are understood and celebrated. The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level.
As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct 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. Further details will be provided during the recruitment process.
CRM Executive in Exeter employer: Bishop Fleming Chartered Accountants
As a CRM Executive at our ambitious and growing firm, you will thrive in a dynamic environment that prioritises client acquisition and retention. We offer a supportive work culture with flexible working arrangements, comprehensive benefits including a contributory pension scheme and health cashback plan, and numerous opportunities for professional development. Join us to be part of a diverse team that values innovation and collaboration, all while contributing to our exciting journey towards becoming a national firm.
Contact Details:
Bishop Fleming Chartered Accountants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land CRM Executive in Exeter
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 data analysis work. 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 used data to drive insights and improvements in past roles. We want to see your passion for client service and data management!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team and contributing to our growth.
We think you need these skills to ace CRM Executive in Exeter
Some tips for your application 🫡
Show Your Data Love:Since we're all about data at StudySmarter, make sure to highlight your experience with CRM platforms like HubSpot. Share specific examples of how you've used data to drive insights and improve processes in your previous roles.
Tailor Your Application:Don't just send a generic CV and cover letter! Take the time to tailor your application to our job description. Mention how your skills align with our needs, especially around client acquisition and retention.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on what makes you a great fit for the CRM Executive role.
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 shows you're keen on joining our team!
How to prepare for a job interview at Bishop Fleming Chartered Accountants
✨Know Your CRM Inside Out
Make sure you’re familiar with HubSpot or any similar CRM platform. Brush up on its features, reporting capabilities, and how it can drive client acquisition and retention. Being able to discuss specific functionalities and how they relate to the role will show your genuine interest and expertise.
✨Data is Your Best Friend
Since this role involves a lot of data analysis, come prepared with examples of how you've used data to identify trends or improve processes in previous roles. Think about specific metrics you’ve tracked and how they led to actionable insights. This will demonstrate your analytical skills and understanding of data management principles.
✨Show Off Your Training Skills
As part of the role, you’ll be delivering training and support. Prepare to discuss any experience you have in training others, whether it’s formal sessions or informal guidance. Bring along any materials you’ve created, like process docs or guides, to showcase your ability to communicate complex information clearly.
✨Emphasise Continuous Improvement
This position requires a proactive mindset towards system improvement. Be ready to share examples of how you’ve identified opportunities for enhancement in past roles. Discuss any initiatives you’ve led or contributed to that improved efficiency or user experience, as this aligns perfectly with the company’s goals.
