At a Glance
- Tasks: Manage and optimise our CRM platform to support marketing and business development.
- Company: Join Michelmores, a dynamic law firm focused on innovation and growth.
- Benefits: Flexible working, inclusive culture, and opportunities for personal and professional development.
- Other info: Great career growth potential in a supportive environment.
- Why this job: Be part of a forward-thinking team that values creativity and collaboration.
- Qualifications: Experience in CRM administration and a passion for data management.
The predicted salary is between 45000 - 55000 € per year.
Are you keen to find an exciting new role where you will be part of a dynamic, forward-thinking agile team? If so, come and join us on the journey.
Why Michelmores? Michelmores is the destination law firm for the ambitious, the imaginative and the distinctive. We help enterprises and individuals navigate change to find a positive future. We are a flexible, friendly and inclusive organisation with a clear focus on fresh thinking, growth and success. We value and nurture our people's potential and inspiration and give them a creative, open and collaborative environment in which to develop a career and succeed. As our clients' needs change and evolve, so do we. Our business services teams are continuously looking for ways to innovate and attract and retain the best clients and the brightest people. Central to our culture is our nurturing environment which genuinely allows our people to grow and flourish, both professionally and personally. We really care about what we stand for and want to move forward together.
What sort of work? We have an exciting opportunity for a CRM Systems Manager to join our ambitious Marketing team in our Bristol or Exeter office. In this role you will:
- Take ownership of the Firm's CRM Platform (Intapp DealCloud), ensuring it is configured, governed and continuously improved to support marketing and business development priorities.
- Lead delivery of the OnePlace to DealCloud migration and manage the ongoing engagement, including change communications, training and documentation.
- Champion adoption and best practice across the Firm through proactive support and training, driving consistent ways of working and high-quality CRM use.
- Strengthen data governance and GDPR-compliant processes so CRM data remains accurate, trusted and usable for insight and reporting.
- Work closely with key stakeholders to support integrations and translate user/BD requirements into improvements that enable reporting and identification of business development opportunities.
This will include:
- Platform Ownership & Delivery
- Working closely with the IT team, deliver the final stages of migration of One Place to Intapp Deal Cloud.
- Administering, configuring and optimising Intapp DealCloud to meet the Firm's evolving CRM, marketing and business development needs.
- Owning and enhancing CRM workflows to improve data quality, user experience and efficiency.
- Maintaining end user accounts, proxy access and security settings.
- Maintaining the CRM enhancement pipeline and release cycles (testing, change communication and training for new features).
- Maintaining documentation including process notes, configuration decisions, data standards and user guidance.
- Adoption & Training
- Providing ongoing data and CRM systems support to colleagues.
- Advising on best practice and adoption of Intapp DealCloud.
- Providing induction and refresher CRM training to lawyers across the Firm to improve engagement, adoption and utilisation.
- Vendors & Integrations
- Building good working relationships with our system providers to ensure that technical issues around our CRM system are dealt with efficiently.
- Liaising with IT and relevant vendors to support and improve CRM integrations including gathering, testing and issuing resolutions.
- Gathering and translating CRM requirements from stakeholders across the Firm.
- Data Governance
- Providing and delivering best practice policies across CRM Systems including GDPR compliance.
- Owning CRM data governance including data standards, data quality routines and GDPR compliant data lifecycle/archiving.
- Running regular data reviews and housekeeping activities to improve overall data quality in line with agreed standards.
- Reporting & Insight
- Creating reports and working with the Business Development team to spot BD opportunities using CRM data to help deepen client relationships.
- Working closely with the Senior Business Development Manager to ensure our CRM system supports wider CRM and BD initiatives.
Why this team? Through developing innovative marketing and business development strategies and working closely with Partners and colleagues to implement them, the team plays an instrumental role in progressing the growth of the Firm. The team covers the full range of marketing and business development activities, including creating marketing strategies and plans, managing our brand and social profile, producing content and marketing materials, organising and running client and Firm events, building networks, helping lawyers to develop deeper client relationships, and developing colleagues' marketing and networking skills. Our business development specialists partner with leaders across the Firm's sectors to identify growth and marketing opportunities, building strong working relationships and in-depth sector knowledge. Whilst the communication and events professionals utilise their creativity and specialist skills to amplify our brand to help attract and retain clients.
How do we work? We take a flexible, agile approach to working patterns. As a team we agree together on the best working arrangements that will enable each of us to provide exceptional client service, to collaborate and connect with colleagues, and to achieve the right home/work balance. As a Firm we are committed to supporting our people across all levels to achieve the balance they need. We are open to talking about flexible working and empower any candidate to put forward a flexible working pattern to meet their needs.
Who are we looking for? We are looking for somebody who will understand our values and thrive in our culture. The role is based in our Bristol or Exeter office and the ideal candidate will have:
- Experience in CRM administration and database management.
- Hands-on experience configuring and supporting a CRM platform (e.g. Intapp DealCloud) including reporting dashboards or a strong aptitude and willingness to learn.
- Reporting and dashboarding experience e.g. DealCloud dashboard and/or Power BI.
- Project and change management experience (system migration, continuous improvement and user adoption).
- Data stewardship experience including data cleansing, de-duplication and enrichment processes.
- 5 years minimum experience of working in professional services.
- Excellent understanding of GDPR, data management, Excel, MS Outlook, Word and PowerPoint.
Other skills required include:
- High attention to detail.
- A team player, helpful and prepared to go the extra mile in supporting colleagues.
- Good communication skills, both written and verbal.
- Proactive, committed and positive in approach to work.
- Desire to provide high levels of service, ensuring that work is of the requisite quality and right first time.
- Ability to challenge the status quo and suggest alternative approaches.
- Flexible and organised, able to juggle multiple deadlines and changing priorities.
This is a great opportunity to join a Firm which believes potential, inspiration, and teamwork should be valued and nurtured. We work hard to create and sustain an open and collaborative environment. We embrace change and constantly evolve to meet our people's diverse needs, in the same way that we help our clients to navigate and stay ahead of developments, to move forward together.
Next Steps: To apply please click below or if you would like to talk to someone about the role, please call Sarah McLean, Recruitment Specialist.
CRM Systems Manager in Newport employer: Michelmores
Michelmores is an exceptional employer that fosters a flexible, friendly, and inclusive work culture, making it an ideal place for a CRM Systems Manager to thrive. With a strong emphasis on employee growth and development, the firm provides ample opportunities for professional advancement while encouraging innovative thinking and collaboration within its dynamic marketing team. Located in Bristol or Exeter, employees benefit from a supportive environment that values their contributions and promotes a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Systems Manager in Newport
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Michelmores on LinkedIn. Ask them about their experiences and any tips they might have for landing the CRM Systems Manager role. Personal connections can give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by understanding the firm's culture and values. Michelmores is all about fresh thinking and collaboration, so think of examples from your past work where you've demonstrated these qualities. Show them you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience with CRM systems, especially Intapp DealCloud, aligns with their needs. Highlight your project management skills and how you've driven user adoption in previous 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. Plus, it shows you're genuinely interested in being part of the Michelmores journey. Good luck!
We think you need these skills to ace CRM Systems Manager in Newport
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with CRM systems, especially if you've worked with platforms like Intapp DealCloud. We want to see how your skills align with our needs!
Showcase Your Achievements:Don’t just list your responsibilities; share specific examples of how you’ve improved CRM processes or data governance in previous roles. We love seeing quantifiable results that demonstrate your impact!
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant to the role. We appreciate a well-structured application that’s easy to read.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Michelmores
✨Know Your CRM Inside Out
Make sure you have a solid understanding of CRM systems, especially Intapp DealCloud. Familiarise yourself with its features, functionalities, and how it can be optimised for marketing and business development needs. This will show your potential employer that you're ready to take ownership of the platform.
✨Showcase Your Data Governance Skills
Be prepared to discuss your experience with data governance and GDPR compliance. Highlight any specific projects where you've improved data quality or implemented best practices. This is crucial for the role, so demonstrating your knowledge here will set you apart.
✨Prepare for Change Management Questions
Since the role involves project and change management, think about examples from your past where you've successfully led a migration or improved user adoption. Be ready to explain your approach and the outcomes, as this will illustrate your capability in managing transitions effectively.
✨Emphasise Team Collaboration
This position requires working closely with various stakeholders, so be sure to highlight your teamwork skills. Share examples of how you've collaborated with IT teams or other departments to achieve common goals. This will demonstrate that you can thrive in their flexible and inclusive environment.