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 businessoperatingin the UK, North and Latin America,Europeand 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, useradoptionand 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.

Key Responsibilities

CRM Administration & Support

• 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

Reporting & Commercial Insight

• Develop andmaintaindashboards 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

Process Improvement

• 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

Adoption & behavioural change

• 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 andbetter quality data capture

Stakeholder Management

• 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
  Skills & Experience

Essential

• 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

Desirable

• Experience with in a professional servicesorconsultancyenvironment

• Experience supporting CRM adoption or change initiatives

• Knowledge of workflow automation and integrations

• Familiarity with Power BI or similar reporting tools

Systems Experience

Experience with any major CRM platform is welcomed, including:

• Insightly

• Salesforce

• Microsoft Dynamics 365

• Hub Spot

Previous experience with Insightly is not essential.

Why join us

We believe in empowering our people and giving them the opportunities to shine. As an employee-owned company means that our team are dedicated and passionate about what they do, and that’s the reason why we are at the forefront of our industry.

Steer has 5 offices in the UK:
London, Leeds, Hemel Hempstead, Manchester and Birmingham.

Steer is an equal opportunity employer and welcomes all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation, now or throughout your employment, please let us know.

We offer a…