Platform & Systems, CRM Executive

Platform & Systems, CRM Executive

Full-Time 29700 - 36300 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Support CRM systems and enhance client relationships through data-driven insights.
  • Company: Join DAC Beachcroft, a leading international law firm with a collaborative culture.
  • Benefits: Enjoy a hybrid work environment, competitive salary, and opportunities for professional growth.
  • Other info: Be part of a diverse team committed to innovation and continuous improvement.
  • Why this job: Make an impact by improving client engagement and driving business decisions with data.
  • Qualifications: Experience with CRM systems and strong analytical skills are essential.

The predicted salary is between 29700 - 36300 £ per year.

At DAC Beachcroft, we're a purpose-led international law firm with a strong reputation across insurance, health and real estate, as well as a growing presence across a range of commercial sectors.

With offices across the UK and internationally, we combine legal expertise, sector insight and innovative thinking to help our clients solve complex challenges.

We're looking for a Platform & Systems, CRM Executive to join our Clients & Markets team.

This is an excellent opportunity for a CRM professional who enjoys working at the intersection of data, technology and stakeholder engagement.

You'll play a key role in ensuring our client and marketing systems operate effectively, helping colleagues across the business make better use of data, strengthen client relationships and drive informed decision-making.

The role offers exposure to a broad range of systems, projects and stakeholders, making it an ideal next step for someone looking to develop their career in CRM, data and marketing technology.

Why Join DAC Beachcroft?DAC Beachcroft is an international law firm with more than 3,000 people and offices across the UK, Europe, Asia-Pacific and Latin America.

We are recognised for our collaborative culture, sector expertise and commitment to delivering exceptional service to our clients.

You'll be joining a business that values innovation, continuous improvement and the intelligent use of technology.

Within our Clients & Markets function, you'll have the opportunity to work on meaningful projects that improve how we manage client relationships, enhance marketing effectiveness and support business growth.

The Opportunity As Platform & Systems, CRM Executive, you'll support the operation, adoption and continuous improvement of the firm's CRM platform and connected marketing systems.

Working within Marketing Operations and Brand Design, you'll help ensure client and contact data remains accurate, trusted and valuable across the firm.

You'll also contribute to system enhancements, testing, reporting, training and user support, helping maximise the value of our CRM and relationship intelligence platforms.

Key Responsibilities Support the day-to-day administration and operation of the firm's CRM and connected marketing platforms.

Maintain high standards of client and contact data quality, accuracy and completeness.

Investigate and resolve data and system issues, escalating technical matters where appropriate.

Support data cleansing, enrichment and wider data quality initiatives.

Provide user support, guidance and CRM best practice advice across the business.

Help colleagues utilise CRM and relationship intelligence tools to better understand client relationships and engagement.

Produce reports and data insights to support marketing activity, client development and business decisions.

Assist with testing, implementation and rollout of new functionality, enhancements and system releases.

Coordinate user acceptance testing and document outcomes and feedback.

Create and maintain process documentation, user guides and data standards.

Deliver training, demonstrations and user communications to encourage system adoption.

Work collaboratively with internal technology teams and external suppliers to resolve issues and implement improvements.

Identify opportunities to streamline processes, improve automation and enhance data quality.

Ensure data is managed securely and in line with GDPR, firm policies and information security requirements.

Support wider projects and priorities across the Clients & Markets function.

Skills, Knowledge and Expertise We're interested in candidates who bring a blend of CRM systems knowledge, data awareness and stakeholder engagement skills.

Essential Experience Experience administering CRM and e Marketing systems within a professional services or B2B environment.

Experience working with CRM platforms such as Microsoft Dynamics 365, Salesforce, Inter Action, Intapp Deal Cloud, Introhive or similar.

Understanding of data management principles and the importance of data quality.

Experience supporting system testing, user acceptance testing or software releases.

Strong reporting and analytical skills, ideally including exposure to Power BI or similar tools.

Ability to investigate issues methodically and drive them through to resolution.

Excellent communication skills with the confidence to support both technical and non-technical users.

Strong attention to detail and commitment to accuracy.

A proactive, collaborative and customer-focused approach.

Desirable Understanding of system integrations, APIs and secure data transfer principles.

Experience delivering training sessions, demonstrations or user drop-in clinics.

Knowledge of automation, Power Query, SQL or data transformation tools.

Experience working with relationship intelligence platforms and marketing technology ecosystems.

Additional Information As a Disability Confident Scheme employer, we’re committed to providing an inclusive and accessible recruitment process.

If you need any reasonable adjustments at any stage (including the application, assessment or interview process), please contact recruitment@dacbeachcroft. com in confidence with the vacancy reference in the subject line, and we’ll be happy to help.

Department Business Services - Clients and Markets Employment Type Permanent Workplace type Hybrid

Platform & Systems, CRM Executive employer: DAC Beachcroft

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Contact Details:

DAC Beachcroft Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Platform & Systems, CRM Executive

✨Get to Know the Company Culture

Before jumping into applications, it’s super helpful to understand the vibe at DAC Beachcroft. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.

✨Join Customer Support Communities

Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like DAC Beachcroft before they even post them.

✨Attend Job Fairs or Networking Events

Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!

✨Show Off Your Skills with Customer Interactions

In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!

We think you need these skills to ace Platform & Systems, CRM Executive

CRM Systems Knowledge
Data Management Principles
Stakeholder Engagement Skills
Microsoft Dynamics 365
Salesforce
InterAction
Intapp DealCloud

Some tips for your application 🫡

Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.

Tailor Your Cover Letter to DAC Beachcroft:Your cover letter is your chance to shine! Tell us why you want to work at DAC Beachcroft specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!

Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!

Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at DAC Beachcroft!

How to prepare for a job interview at DAC Beachcroft

✨Show Off Your People Skills

In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!

✨Know the Tools of the Trade

Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!

✨Show Genuine Enthusiasm

As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!

✨Practice Common Scenarios

Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.