CRM Manager

About The Role

We are looking for a proactive and commercially minded CRM professional to help maximise the value of our client relationship management platform across a growing international professional services business operating in the UK, North and Latin America, Europe and India.

This role exists to help strengthen commercial performance, client intelligence and pipeline visibility through effective CRM adoption, optimisation and insight.

The role combines hands‑on CRM administration with broader responsibility for improving data quality, reporting, user adoption and commercial decision‑making. The successful candidate will work closely with operational, commercial and leadership teams to ensure the CRM supports business development, client management, opportunity tracking, forecasting and strategic growth.

Success in this role will require someone who can confidently influence behaviours across a busy, commercially focused business, helping teams embed stronger CRM habits and more consistent ways of working.

The business uses Insightly CRM; however, previous experience with Insightly specifically is not required. We welcome candidates with experience using other CRM platforms such as Salesforce, Microsoft Dynamics 365, or Hub Spot.

• Manage day‑to‑day administration of the CRM platform
• Maintain user access, permissions, fields, layouts, and workflows
• Support users with CRM queries, troubleshooting, and training
• Coordinate data imports, exports, and cleansing activities
• Monitor and improve data quality, consistency, and governance

• Develop and maintain dashboards and reports for leadership teams
• Support pipeline management, forecasting, and business development reporting
• Produce CRM analytics and insights to support decision‑making
• Help improve visibility of client relationships, opportunities, and sector activity

• Work with teams across the business to improve CRM processes and usage
• Support rollout of new functionality, integrations, and enhancements
• Document CRM processes, guidance, and best practice

• Drive CRM adoption and consistent ways of working across teams and regions
• Deliver practical training, guidance and coaching to users
• Work with senior stakeholders to embed stronger CRM behaviours and better quality data capture

• Work closely with business development, operations, finance, and leadership teams
• Act as a key point of contact between users, management, and external CRM partners/vendors
• Support wider operational and digital improvement initiatives

• Experience administering or managing a CRM platform
• Strong understanding of CRM processes and data management
• Experience producing reports and dashboards
• Strong organisational and communication skills
• Ability to work with both technical and non‑technical stakeholders
• Proactive, solutions‑focused approach

• Experience with in a professional services or consultancy environment
• Experience supporting CRM adoption or change initiatives
• Knowledge of workflow automation and integrations
• Familiarity with Power BI or similar reporting tools

Experience with any major CRM platform is welcomed, including:

• Insightly
• Salesforce
• Microsoft Dynamics 365
• Hub Spot

• Private medical insurance and health screening
• Life assurance and group income protection
• Company pension scheme
• EAP and mental health first aiders
• 25 days annual leave and ability to buy and sell annual leave days
• Season Ticket Loan / Cycle to Work
• Group Share Incentive Plan
• Up to 5 days for volunteering activities
• Free Mortgage Advice Service
• Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance)
• Learning and Development plan

Steer is committed to ensuring that all its employees are compensated a fair, liveable wage. All initial compensation, regardless of location, may be subject to change as skills, abilities, internal equity and geographic location are taken into account.

In addition to base salary, all employees will be eligible…