At a Glance
- Tasks: Drive client acquisition and retention through data analysis and CRM optimisation.
- Company: Join an award-winning firm with a collaborative culture and ambitious growth plans.
- Benefits: Enjoy 25 days holiday, hybrid working, and a range of perks and discounts.
- Other info: Flexible working arrangements available to support your studies and personal commitments.
- Why this job: Make a real impact in a growing business while developing your skills in CRM.
- Qualifications: Experience with CRM platforms and strong data management skills are essential.
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. 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 into that ambition.
As we continue to grow, we are investing in our Marketing technologies, AI-enabled innovation and embedding CRM and HubSpot across the firm. This role will play a key part in ensuring we leverage the opportunities and use data and insight to strengthen client relationships and support new business opportunities.
As 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 will include:
- 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
We’re looking for ambitious, hardworking and self-motivated people with close attention to detail, excellent communication skills and a desire to drive their career forward.
You will be supported to complete a wide range of professional and personal development throughout your career, both remotely and face to face, to ensure that you have the skills and knowledge you need to aid your future career.
What we are looking for:
- 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), 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
Why Bishop Fleming?
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 £48m, the firm saw 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.
From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming offers full services across a diverse range of sectors.
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 over 500 people, we have the capability and capacity to meet our clients’ needs.
If that’s not enough, we offer a fantastic range of benefits including:
- 25 days holiday plus bank holidays
- Extra time off at Christmas - in addition to your annual leave entitlement, 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
Please contact Grace Harris, Recruitment Advisor if you would like to discuss this opportunity further.
We welcome applicants who would like the flexibility in their working arrangements, including working from home or part time working, which may help to accommodate parent or carer responsibilities, further studies and activities outside of work.
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. 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 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. Further details will be provided during the recruitment process.
CRM Executive in Bristol employer: Bishop Fleming
Bishop Fleming is an award-winning firm that prioritises employee growth and well-being, offering a supportive work culture with hybrid working options and a comprehensive benefits package including 25 days holiday, life assurance, and access to health services. As a CRM Executive, you will play a vital role in driving client relationships within a dynamic team, while enjoying numerous opportunities for professional development in a diverse and inclusive environment.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Executive in Bristol
✨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 answers to show how your skills align with their goals, especially around CRM and data management.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online platforms to get comfortable with common questions. The more you practice, the more confident you'll feel.
✨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, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace CRM Executive in Bristol
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. Include 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. Use bullet points where possible to make it easy for us to see your key achievements and skills. We appreciate clarity!
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Bishop Fleming
✨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 enhance client relationships. Being able to discuss specific functionalities will show your expertise and enthusiasm for the role.
✨Data is Your Best Friend
Prepare to talk about your experience with data management, including data cleansing and reporting. Think of examples where you've used data to drive decisions or improve processes. This will demonstrate your analytical skills and understanding of data stewardship.
✨Show Off Your Communication Skills
As a CRM Executive, you’ll need to engage with various stakeholders. Practice articulating your thoughts clearly and confidently. Consider preparing a few scenarios where you’ve successfully communicated complex information or delivered training to others.
✨Embrace Continuous Improvement
Highlight your proactive mindset by discussing past experiences where you identified areas for improvement in CRM processes. Be ready to suggest potential enhancements for the firm’s current systems, showing that you’re not just a doer but also a thinker.
