CRM Data Coordinator

We are recruiting for a CRM Data Coordinator to join our growing team in our Cape Town office, based near Observatory. This role is being offered on a full-time basis.

This is a junior operational support role within our Marketing & Business Development Operations team. It is suited to someone at an early stage of their career who is highly organised, detail-focused and keen to build practical experience in CRM administration and data quality.

The CRM Data Coordinator will provide day-to-day administrative support for CRM data activities within Inter Action, ensuring information is accurate, reliable and fit for purpose. While the role initially focuses on data administration, quality control and reporting support, it also offers opportunities to build skills in CRM systems, user engagement, reporting and continuous improvement as part of the firm's wider CRM strategy.

You will also support the organisation of data, documentation, and reporting processes, helping to keep systems and information up to date, structured, and reliable for marketing, business development, and client relationship activities.

Join a leading UK-based law firm’s Marketing & Business Development Operations and Locations Team in a South Africa-based role.

As a CRM Data Coordinator, ensure high-quality client and contact data in Inter Action CRM, supporting data integrity, compliance, and usability for marketing, business development, events, and client relationship management. Report into the UK M&BD Systems Manager while aligning with local employment standards under the Basic Conditions of Employment Act (No. 75 of 1997).

This role offers an excellent opportunity to develop a career in CRM, data quality and business development systems. Full training and support will be provided on Inter Action, reporting tools, data governance and CRM best practice. As confidence and experience grow, there will be opportunities to take ownership of more complex activities, contribute to CRM improvement projects, support reporting initiatives and play a wider role in promoting effective CRM use across the firm.

Data Management and Quality Control

• Maintain accurate, up-to-date client and contact records in Inter Action
• Conduct regular data cleansing, de-duplication, validation, and archiving
• Monitor data quality reports, resolve discrepancies, and process data change requests
• Ensure proper company associations for contacts to enable reporting, compliance, and BD activities

CRM Process Support

• Manage data imports/exports for marketing campaigns and events
• Assist with data segmentation for targeted BD and marketing
• Support the M&BD Systems Manager with testing and checking agreed data rules
• Maintain consistent taxonomy, sectors, and contact areas of law tagging
• Support the M&BD Systems Manager with CRM improvement initiatives, including planned system upgrades, testing activities and the rollout of new functionality

User Support and Training

• Provide first-line support for internal users on Inter Action queries
• Develop user guides and training materials on data entry best practices
• Over time, support the delivery of CRM training and awareness sessions for lawyers, secretaries, business development and marketing colleagues

Reporting and Insights

• Run agreed Inter Action reports and complete routine reporting tasks for BD and Marketing teams
• Support the M&BD Systems Manager by collating data and highlighting obvious discrepancies for review
• Update existing Power BI reports or dashboards where training and agreed templates are provided
• As experience develops, contribute to enhancements in CRM reporting and data insights to help marketing and business development teams make informed decisions

Essential

• Strong attention to detail and accuracy in data handling
• Proficiency in Microsoft Office (Excel, Outlook, Word)
• Excellent organisational and time management skills
• Ability to collaborate in a team environment

Desirable

• Some exposure to CRM, database or data-entry work is helpful, but full Inter Action training can be provided
• Knowledge of data protection (GDPR) and compliance requirements
• Background in professional services, law firms, or marketing operations
• NQF Level 7 equivalent qualification preferred, e.g., Bachelor's degree
• Exposure to Power BI or reporting tools is helpful but not essential

Personal Attributes

• Proactive, with a willingness to learn systems and processes
• Strong communication skills for stakeholder liaison across the firm
• Comfortable…