Senior CRM Systems Executive in Bolton

Edinburgh, Birmingham, Leeds, Manchester, Northampton “This role combines CRM expertise, relationship intelligence, reporting, stakeholder engagement and operational marketing automation responsibilities, helping colleagues across the firm maximise the value of client, relationship and communication data.” Role purpose As a Senior CRM Systems Executive, you will play a leading role in the operation, development and adoption of the firm's CRM platform, while supporting the day-to-day operation of the firm's marketing automation platform. Working as part of the Marketing Operations team within the BD & Marketing department, you will support the Senior CRM & Digital Manager in delivering the firm's CRM objectives, data quality initiatives, reporting roadmap and platform priorities. You will act as the operational lead for CRM, helping colleagues across the firm make effective use of relationship information, reporting capabilities and business development insight. You will also support the effective operation of the firm's marketing automation platform, helping ensure communications activity is delivered efficiently and in line with agreed processes and standards. Core responsibilities CRM platform leadership & administration lead the day-to-day administration and optimisation of the firm's CRM platform
act as the firm's subject matter expert for CRM processes, functionality and reporting
manage complex CRM enquiries, requests and issues
oversee user onboarding, permissions, governance and platform maintenance
support platform enhancements, testing activities and upgrades
identify opportunities to improve CRM processes, user experience and operational efficiency
provide guidance and support to the CRM Systems Assistant
provide guidance and support to the CRM Systems Assistant
Data quality & relationship intelligence lead initiatives that improve CRM data quality and integrity
establish and promote standards relating to client, contact and relationship information
identify relationship trends, opportunities and client intelligence that support business development activity
work with stakeholders across the firm to resolve complex data quality issues
champion best practice in relationship management and data stewardship
support governance processes that maximise trust in CRM information
Reporting, analytics & business insight lead the development and maintenance of CRM reporting and Power BI dashboards
analyse CRM and relationship data to identify trends, opportunities and areas for improvement
generate actionable insight that supports business development, client engagement and operational decision-making
support stakeholders in interpreting data and translating insight into practical action
develop reporting frameworks that improve access to information across the firm
promote effective use of self-service reporting and analytics tools
Marketing automation platform support oversee the day-to-day operation and administration of the firm's marketing automation platform
act as the primary point of contact for marketing automation processes and platform administration
manage platform configuration, user access, templates and operational processes
oversee the delivery of email campaigns, newsletters and event communications
support audience segmentation, communication governance and campaign quality assurance
monitor platform performance and coordinate issue resolution with suppliers and stakeholders
support integration points between CRM and marketing automation platforms
maintain operational processes and best practice guidance relating to campaign delivery and audience management
support evaluation and implementation of platform enhancements where appropriate
Training, adoption & user engagement lead CRM and platform adoption activities across the firm
deliver user training, onboarding and awareness sessions
support stakeholders in making effective use of CRM reporting and communication tools
identify opportunities to improve user engagement and platform adoption
act as an escalation point for CRM and marketing automation queries
Supporting responsibilities Stakeholder collaboration build strong working relationships with colleagues across the firm
work closely with Business Development, Events and Digital teams to support client engagement initiatives
support cross-functional initiatives that rely on CRM, relationship and communication data
Supplier & platform management coordinate support requests with platform providers and technical partners
support platform enhancements, upgrades and integrations
monitor platform performance and identify opportunities for improvement
Continuous improvement & innovation lead initiatives that improve CRM processes, reporting and operational effectiveness
keep up to date with developments in CRM, relationship intelligence, analytics and AI-enabled productivity tools
recommend practical improvements that enhance efficiency, adoption and user experience
Skills & qualifications We are looking for an individual with strong CRM, analytical and stakeholder engagement skills, alongside experience of supporting marketing automation activity and a genuine interest in data, insight and business development. Essential experience significant experience working with a CRM platform within a business development, client relationship management or professional services environment
experience administering and optimising CRM platforms, ideally InterAction or similar
experience leading data quality initiatives and improving data governance practices
experience producing reports, dashboards and analysis that support business decision-making
strong Power BI and Microsoft Excel skills, including dashboard development and data visualisation
experience supporting and developing CRM adoption initiatives
experience delivering training and stakeholder support
experience supporting marketing automation platforms such as Vuture, HubSpot, Marketo or similar
experience managing email communications, audience segmentation and communication processes
strong stakeholder management, communication and influencing skills
experience working within a fast-paced, client-focused environment
Desirable experience experience within a professional services, legal, financial services or B2B environment
experience working with relationship intelligence or client insight platforms
experience supporting CRM and marketing automation integrations
experience managing third-party suppliers or technology partners
experience developing reporting frameworks and self-service analytics capabilities
experience supporting communication governance and audience management processes
experience delivering platform enhancement or implementation projects
familiarity with Microsoft Copilot and AI-enabled productivity tools
Personal qualities curious about people, relationships and what drives successful client engagement
analytical and commercially minded, with the ability to identify trends and opportunities
proactive and solution-focused, regularly bringing forward ideas and recommendations
confident working with stakeholders at all levels across the firm
collaborative and relationship-focused, with the ability to influence and support others
organised and detail-oriented, with a strong commitment to quality and accuracy
enthusiastic about technology, data, insight and continuous improvement
motivated by helping colleagues make better-informed decisions through effective use of data and technology
The firm Shoosmiths is the law firm clients choose for excellent service, incisive thinking and above all for our ability to focus on what matters. From offices across the UK and Brussels, we support some of the world's most exciting and ambitious businesses; amazing clients making an impact. We empower our people to be their authentic selves and deliver together in supportive teams committed to excellence and innovation. The first top 50 law firm to achieve ‘Platinum Standard' Investors in People, our values and culture are not just words on our website but are the heartbeat of the firm. We have an outstanding benefits package to complement our competitive remuneration system. In addition to the competitive salaries, great working environment and high-quality work, we believe that all staff should be rewarded for their commitment to the continued success of the firm through a comprehensive and flexible range of benefits. To discover more about our benefits, please visit:
Benefits Package Shoosmiths is proud to be a Disability Confident Employer. Disability Confident is a government scheme designed to encourage employers to recruit and retain disabled people and those with long term conditions. The Disability Confident scheme replaced the Two Ticks Positive about Disabled People scheme. We had been accredited as a two tick employer for many years - Disability Confident broadens and develops that original commitment, and demonstrates we have adopted a proactive approach to employing disabled people and developing their abilities. As part of our accreditation, we commit to interviewing any applicants with a disability who meet the essential criteria for each vacancy. In some circumstances we may only be able to interview those that best meet the essential criteria due to the volume of applications received. Further information on the Disability Confident scheme is available at
gov.uk/government/collections/disability-confident-campaign We are committed to ensuring our recruitment process is inclusive and accessible to and usable by everyone. If you have a disability or long-term condition and would like to receive information in a different way, or need us to make any adjustments, changes or do anything differently during the recruitment process, please get in touch with the Talent Acquisition team. We can consider your needs and requirements, and how we can assist you to apply for our roles. For example we can provide a copy of our application via email so that you can complete it using your own accessibility software.
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