Client Relationship Management (CRM) Executive in Liverpool

Office Locations: Manchester, Liverpool, Leeds, Bolton, Southport, Newcastle, Reading, Birmingham, Northampton, and Cambridge. Hybrid working available – with the flexibility to work from home and collaborate in‑office when needed. We believe we offer our colleagues the best hybrid and flexible working practices, balancing working from home with time collaborating and socialising with colleagues in our modern offices.

Fletchers Group have a fantastic opportunity to join our growing Marketing Team! Relationships are at the heart of how we grow — and this role sits right at the centre of making those relationships visible, understood and actionable. We’re looking for a CRM Executive to play a pivotal role in shaping how we capture, manage and use relationship data across the firm. Working closely with Business Development, Marketing and legal teams, you’ll ensure our CRM system provides a clear, accurate and joined‑up view of our professional network, supporting relationship‑led growth, stronger referral networks and better visibility of opportunities.

This is a hands‑on, collaborative role for someone who enjoys working with data, improving systems and helping colleagues get real value from CRM in their day‑to‑day work. You’ll be instrumental in embedding CRM as a practical business tool — supporting bids and tenders, pipeline tracking, influencer engagement and informed decision‑making across the business. If you’re curious about how relationships drive commercial success and enjoy bringing structure, insight and clarity to complex information, this is an opportunity to make a real impact.

In Return Fletchers Offers:

• 35 hours working week
• Bonus scheme (subject to targets being met)
• 35 days holiday a year including bank holidays and Christmas Closure, with an option to purchase up to 3 extra days’ holiday per year
• Pension scheme with tax‑efficient salary sacrifice option
• Life Assurance Policy
• Medicash policy to cover some dental, optical and other medical expenses
• Company sick pay
• Enhanced Maternity, Paternity and IVF schemes
• Flexible, agile working environment with a positive work‑life balance
• Varied calendar of funded company social events
• Monthly voucher awards for winning nominees
• A genuinely supportive and friendly culture
• Ongoing training and professional development opportunities

Main Responsibilities:

• Maintain accurate, high‑quality relationship data in Salesforce to give a clear view of contacts, organisations and networks
• Support visibility of key accounts, influencers and referral relationships, ensuring interactions are consistently recorded
• Enable effective tracking of opportunities, pipeline activity, bids and tenders through CRM
• Provide insight and reporting on relationship activity, referrals and pipeline performance
• Support CRM adoption across the business through training, guidance and day‑to‑day support
• Work with BD, Marketing, legal and digital teams to improve CRM processes, data quality and system capability

Essential Skills And Experience:

• Experience working with CRM systems (Salesforce preferred) in a business development or relationship‑focused environment
• Strong attention to detail, particularly around data accuracy and structure
• Experience supporting pipeline tracking and reporting (ideally including bids/tenders)
• Confident delivering training and supporting colleagues with systems
• Comfortable working with data, reporting and insight
• Ability to work collaboratively across teams and influence ways of working

Personal Attributes:

• Curious about how relationships and networks drive growth
• Organised and methodical, with a strong sense of ownership
• Approachable and confident supporting colleagues at all levels
• Pragmatic and solutions‑focused
• Commercially aware, with an understanding of how CRM supports business performance

Success Measures:

• Improved quality and consistency of CRM data
• Increased adoption and effective use of CRM across BD and legal teams
• Clear visibility of pipeline, including bids and tenders
• Stronger insight into referral sources and relationship networks
• Positive feedback from colleagues on training and support

We reserve the right to close this role before the date specified depending on the calibre and volume of candidates. Fletchers Group is an inclusive employer with a diverse workforce: we welcome applications from any and all backgrounds. We’re committed to providing a culture and environment where everyone can thrive, understanding and celebrating that no colleague is the same.