CRM Executive
Listed on 2026-06-19
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Business
CRM System
We're looking for a CRM Executive to play a key role in maintaining positive client relationships and ensuring the optimal functioning of our CRM system.
The roleAs a CRM Executive, you'll work closely with our Marketing and Business Development teams, overseeing the maintenance of our CRM database, facilitating client communications, and contributing to the implementation of CRM strategies that reinforce our commitment to being a connector. Reporting to the CRM Manager, this is a significant role within our Client and Marketing function, based in Nottingham, Birmingham or Manchester.
Responsibilities- Data management – Maintaining accurate contact and company data within the CRM system through data cleansing, best practice, and research, whilst ensuring compliance with GDPR and processing data change management (DCM) tickets in a timely manner.
- Training and support – Acting as the main point of contact for CRM training and queries across all stakeholder groups, supporting the Business Development and wider Client and Marketing teams with data queries, troubleshooting issues, and keeping CRM documentation and intranet content up to date.
- Process improvement and reporting – Identifying opportunities to automate and streamline CRM processes, and developing and monitoring key CRM metrics to report on system performance and the impact of CRM initiatives on business outcomes.
- Proven experience with Inter Action, with a track record of developing and executing CRM strategies, preferably within a legal or professional services environment.
- Strong Microsoft Office skills (Outlook, Word, Excel, PowerPoint), excellent analytical skills with an eye for detail, and strong organisation and planning skills with the ability to perform routine tasks to a consistently high standard.
- A passion for CRM and data-driven marketing, with the ability to work quickly, proactively and to targets — taking initiative, problem solving where required, and collaborating effectively across teams at all levels as well as working independently.
We offer a flexible and hybrid working model. Our comprehensive benefits package includes private medical insurance, pension contributions, an employee assistance programme, and a range of wellbeing initiatives. Enhanced parental leave is also available, reflecting our commitment to supporting you through every stage of your career and life. Many of our people work flexibly in some way and we're open to considering how we can accommodate flexible working arrangements alongside role requirements.
If this is important to you, please talk to us about it during the recruitment process.
We celebrate diversity and welcome applicants from all backgrounds. All qualified applicants will receive consideration for employment without regard to race, colour, national origin, religion, gender, gender identity, sexual orientation, disability, social economic background or age.
We're a Disability Confident Employer and will offer an interview to disabled applicants who best meet the minimum/essential criteria for the role.
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