At a Glance
- Tasks: Manage and optimise our CRM platform to enhance client relationships and commercial performance.
- Company: Join a dynamic, employee-owned professional services firm with a global presence.
- Benefits: Enjoy private medical insurance, generous leave, and a supportive learning environment.
- Other info: Flexible work environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by driving CRM adoption and improving business insights.
- Qualifications: Experience with CRM platforms and strong communication skills are essential.
The predicted salary is between 60000 - 80000 £ per year.
We are looking for a proactive and commercially minded CRM professional to help maximise the value of our client relationship management platform across a growing international professional services business operating in the UK, North and Latin America, Europe and India. This role exists to help strengthen commercial performance, client intelligence and pipeline visibility through effective CRM adoption, optimisation and insight. The role combines hands‑on CRM administration with broader responsibility for improving data quality, reporting, user adoption and commercial decision‑making.
The successful candidate will work closely with operational, commercial and leadership teams to ensure the CRM supports business development, client management, opportunity tracking, forecasting and strategic growth. Success in this role will require someone who can confidently influence behaviours across a busy, commercially focused business, helping teams embed stronger CRM habits and more consistent ways of working. The business uses Insightly CRM; however, previous experience with Insightly specifically is not required. We welcome candidates with experience using other CRM platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot.
Key Responsibilities- CRM Administration & Support
- Manage day‑to‑day administration of the CRM platform
- Maintain user access, permissions, fields, layouts, and workflows
- Support users with CRM queries, troubleshooting, and training
- Coordinate data imports, exports, and cleansing activities
- Monitor and improve data quality, consistency, and governance
- Reporting & Commercial Insight
- Develop and maintain dashboards and reports for leadership teams
- Support pipeline management, forecasting, and business development reporting
- Produce CRM analytics and insights to support decision‑making
- Help improve visibility of client relationships, opportunities, and sector activity
- Process Improvement
- Work with teams across the business to improve CRM processes and usage
- Support rollout of new functionality, integrations, and enhancements
- Document CRM processes, guidance, and best practice
- Adoption & Behavioural Change
- Drive CRM adoption and consistent ways of working across teams and regions
- Deliver practical training, guidance and coaching to users
- Work with senior stakeholders to embed stronger CRM behaviours and better quality data capture
- Stakeholder Management
- Work closely with business development, operations, finance, and leadership teams
- Act as a key point of contact between users, management, and external CRM partners/vendors
- Support wider operational and digital improvement initiatives
- Skills & Experience - Essential
- Experience administering or managing a CRM platform
- Strong understanding of CRM processes and data management
- Experience producing reports and dashboards
- Strong organisational and communication skills
- Ability to work with both technical and non‑technical stakeholders
- Proactive, solutions‑focused approach
- Skills & Experience - Desirable
- Experience within a professional services or consultancy environment
- Experience supporting CRM adoption or change initiatives
- Knowledge of workflow automation and integrations
- Familiarity with Power BI or similar reporting tools
Experience with any major CRM platform is welcomed, including: Insightly, Salesforce, Microsoft Dynamics 365, HubSpot.
Benefits- Private medical insurance and health screening
- Life assurance and group income protection
- Company pension scheme
- EAP and mental health first aiders
- 25 days annual leave and ability to buy and sell annual leave days
- Season Ticket Loan / Cycle to Work
- Group Share Incentive Plan
- Up to 5 days for volunteering activities
- Free Mortgage Advice Service
- Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance)
- Learning and Development plan
Steer is committed to ensuring that all its employees are compensated a fair, liveable wage. All initial compensation, regardless of location, may be subject to change as skills, abilities, internal equity and geographic location are taken into account. In addition to base salary, all employees will be eligible for an annual discretionary performance bonus.
Work EnvironmentAll Steer employees seeking a full‑time opportunity are encouraged to spend 60% of their time either in the office or on‑site with clients. An employee's typical work week consists of 37.5 hours (Hours, expectations, and exemption status will be adjusted for any applicant seeking a part‑time opportunity).
Additional InformationWe believe in empowering our people and giving them the opportunities to shine. As an employee‑owned company, our team are dedicated and passionate about what they do, and that's the reason why we are at the forefront of our industry. Steer has 5 offices in the UK: London, Leeds, Hemel Hempstead, Manchester and Birmingham.
Equal Opportunity EmploymentSteer is an equal opportunity employer and welcomes all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation, now or throughout your employment, please let us know.
CRM Manager in Manchester employer: Steer
Steer is an exceptional employer that prioritises employee empowerment and professional growth within a dynamic, international environment. With a strong commitment to work-life balance, generous benefits including private medical insurance, and a culture that fosters collaboration and innovation, employees are encouraged to thrive both personally and professionally. The company's dedication to equal opportunity and community involvement further enhances its appeal as a meaningful workplace.
StudySmarter Expert Advice🤫
We think this is how you could land CRM Manager in Manchester
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Steer. 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 Steer 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 CRM Manager in Manchester
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 Steer:Your cover letter is your chance to shine! Tell us why you want to work at Steer 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 Steer!
How to prepare for a job interview at Steer
✨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.
