Senior CRM Systems Executive

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.”

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.

• 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

• 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

• 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

• 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

• lead CRM and platform adoption activities across the firm
• deliver user…