CRM Executive

Farrer & Co is synonymous with the highest quality legal advice and service.

We advise individuals, families, businesses, financial services, educational and not-for-profit organisations on every aspect of the law, wherever the need arises. From our offices in London we work with trusted professionals around the world to deliver a seamless international service.

Our clients present us with complex and varied challenges. Whether that's a complicated family trust issue, a multinational corporate transaction, or an emerging threat to their reputation, they need clear thinkers who can advise on the best solutions, fast thinkers when speed is of the essence and agile thinkers who can produce a fresh approach to get the job done. That's why they choose us.

Our clients value our in-depth knowledge, technical excellence and diversity of disciplines. But what really binds our long-standing relationships with them is our approach: pragmatic, plain speaking and always steadfast in our values, which we hold dear. Values which mean we gain our clients' trust, always strive to do the right thing, and aim for the best results for them.

Superb client service sits at the heart of everything we do. We are modern lawyers with timeless values.

The Marketing & BD department at Farrer & Cois responsible for the development and implementation of the firm’s marketing strategy, including profile and reputation, marketing communications, and business development. This also extends toall aspects of marketing planning, brand management, communications, events, CRM, business and market analysis, and business development, including pitches and tenders.

The Digital Marketing team is responsible for managing and developing the firm’s marketing technologies to support the firm’s business development goals. This includes overseeing digital marketing channels, such as the firm’s website and e-marketing software, to ensure consistent and effective communication with target audiences. The team also manages the firm’s CRM system (RIO, based on Peppermint/Microsoft Dynamics), ensuring it is optimised for capturing, analysing, and leveraging client data to enhance client engagement and support strategic decision-making.

Additionally, the team is responsible for driving data and analytics initiatives, utilising data-driven insights to refine marketing strategies, measure campaign effectiveness, and inform future marketing and business development efforts.

The CRM Executive supports the Firm’s marketing and business development objectives, with a focus on maintaining and improving the CRM system and assisting with digital marketing activity. Reporting to the CRM & Digital Manager, the Executive helps to ensure data quality, supports users across the Firm, and contributes to the effective use of CRM data for business development and marketing campaigns.

The role is hands-on and operational, providing day-to-day support in data management, user engagement, reporting, and campaign delivery. It offers an opportunity to develop skills in CRM and digital marketing technologies, working closely with colleagues in the Marketing & BD team.

• Maintain and update CRM records to ensure accuracy and completeness.
• Run regular checks for duplicates and support data cleaning activities.
• Assist with managing data change requests in line with business needs.
• Act as the first point of contact for user queries and provide basic troubleshooting.
• Support the delivery of CRM training by preparing materials and guides and assisting with sessions.
• Encourage adoption of the system by helping colleagues use it effectively.
• Produce routine reports and exports from the CRM for use in campaigns, client development and BD activity.
• Assist in the preparation of dashboards and summaries of client and contact information.
• Support segmentation of data for targeting and campaigns.

• Assist with managing mailing lists and preparing CRM data for e-marketing campaigns (e.g. via Vuture).
• Track campaign lists and help with monitoring results.

• Experience of working with CRM…