CRM Executive

Job Overview

We are looking for a CRM Executive to drive client acquisition, retention and loyalty in an ambitious, growing business. Enjoy working with data, improving processes and enabling excellent client service? Then we want to hear from you.

Our Business Development and Marketing (BDM) team sits at the heart of a client‑focused growth strategy that has delivered sustained growth over the past eight years. Looking ahead, we have set a strategy to become a national firm through organic and M&A activity and are now adding firepower to our team that will accelerate that ambition.

• Enable reporting, insight and business development
  • Build and maintain dashboards and reports on performance and pipeline activity
  • Analyse CRM data to identify trends, opportunities and growth insights
  • Promote and support use of client listening feedback to drive action
• Administer and optimise the platform
  • Manage day‑to‑day Hub Spot administration, configuration and integrations
  • Support CRM projects with cross‑functional teams
  • Manage external providers to resolve technical issues
• Ensure data quality, integrity and governance
  • Maintain accurate, complete and compliant Hub Spot data (including GDPR)
  • Run data checks, reporting and housekeeping to identify and fix issues, risks and gaps
  • Cleanse and maintain CRM data in line with agreed standards
• Provide user support and training
  • Act as first‑line Hub Spot support, managing queries and resolving issues
  • Deliver training (inductions, live sessions, refreshers)
  • Create and maintain user guidance (process docs, guides, video content)
  • Drive CRM adoption and embed best practice across the firm
• Drive system improvement
  • Monitor Hub Spot updates and identify improvement opportunities
  • Implement new features to enhance capability, efficiency and user experience

• Experience in a CRM administration or data‑focused role (preferably in a professional services environment)
• Hands‑on experience with a CRM platform (Hub Spot preferred or similar such as Dynamics, Salesforce) including configuration, reporting and workflows
• Data stewardship experience, including data cleansing, de‑duplication and enrichment processes
• Strong understanding of data management principles, including data quality, cleansing and segmentation
• Experience producing reports and translating data into actionable insight
• Good working knowledge of GDPR, data management, Excel, MS Outlook, Word and Power Point
• Confident communicator, able to engage and support stakeholders at all levels
• Experience delivering training, guidance or process documentation
• Ability to manage multiple priorities in a fast‑paced environment
• A proactive, continuous improvement mindset
• Strong attention to detail and a collaborative, team‑oriented approach

• 25 days holiday plus bank holidays
• Extra time off at Christmas – we close between Christmas and New Year
• Hybrid and flexible working
• A contributory pension scheme
• Life assurance
• Critical illness cover
• Simply Health cashback plan including access to 24/7 online GP service and counselling services
• Perkbox discounts and rewards platform with over 4,000 perks and discounts
• Social events with active social committees that plan internal and external events
• Numerous opportunities for development

We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential. We support a culture where people are valued and treated with respect, and where differences are understood and celebrated.

The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level.

As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check. Further details will be provided during the recruitment process.