CRM Systems Manager

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.

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.

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 Deal Cloud), ensuring it is configured, governed and continuously improved to support marketing and business development priorities.
• Lead delivery of the One Place to Deal Cloud 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:

• Working closely with the IT team, deliver the final stages or migration of One Place to Intapp Deal Cloud
• Administering, configuring and optimising Intapp Deal Cloud 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

• Providing ongoing data and CRM systems support to colleagues
• Advising on best practice and adoption of Intapp Deal Cloud
• Providing induction and refresher CRM training to lawyers across the Firm to improve engagement, adoption and utilisation

• Building good working relationships with our system providers to ensure that technical issues around our CRM system are deal 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

• 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

• Creating reports and working with the Business Development team to spot BD opportunities using CRM data to help deepen client relationships
• Working closing with the Senior Business Development Manager to ensure our CRM system supports wider CRM and BD initiatives

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…