Client Relationship Management; CRM Executive

Overview

We're looking for a CRM Executive to play a pivotal role in shaping how we capture, manage and use relationship data across the firm. Working closely with Business Development, Marketing and legal teams, you ll ensure our CRM system provides a clear, accurate and joined-up view of our professional network, supporting relationship-led growth, stronger referral networks and better visibility of opportunities.

This is a hands-on, collaborative role for someone who enjoys working with data, improving systems and helping colleagues get real value from CRM in their day-to-day work. You ll be instrumental in embedding CRM as a practical business tool - supporting bids and tenders, pipeline tracking, influencer engagement and informed decision-making across the business. If you re curious about how relationships drive commercial success and enjoy bringing structure, insight and clarity to complex information, this is an opportunity to make a real impact.

• Maintain accurate, high-quality relationship data in Salesforce to give a clear view of contacts, organisations and networks
• Support visibility of key accounts, influencers and referral relationships, ensuring interactions are consistently recorded
• Enable effective tracking of opportunities, pipeline activity, bids and tenders through CRM
• Provide insight and reporting on relationship activity, referrals and pipeline performance
• Support CRM adoption across the business through training, guidance and day-to-day support
• Work with BD, Marketing, legal and digital teams to improve CRM processes, data quality and system capability
• The role holder will be expected to undertake related duties as required

Experience with CRM systems (Salesforce preferred) in a business development or relationship-focused environment, strong attention to detail, and the ability to work collaboratively across teams are essential.

• Maintain accurate, high-quality relationship data in Salesforce to give a clear view of contacts, organisations and networks
• Support visibility of key accounts, influencers and referral relationships, ensuring interactions are consistently recorded
• Enable effective tracking of opportunities, pipeline activity, bids and tenders through CRM
• Provide insight and reporting on relationship activity, referrals and pipeline performance
• Support CRM adoption across the business through training, guidance and day-to-day support
• Work with BD, Marketing, legal and digital teams to improve CRM processes, data quality and system capability

• Experience working with CRM systems (Salesforce preferred) in a business development or relationship-focused environment
• Strong attention to detail, particularly around data accuracy and structure
• Experience supporting pipeline tracking and reporting (ideally including bids/tenders)
• Confident delivering training and supporting colleagues with systems
• Comfortable working with data, reporting and insight
• Ability to work collaboratively across teams and influence ways of working
• Organised and methodical, with a strong sense of ownership
• Approachable and confident supporting colleagues at all levels
• Pragmatic and solutions-focused
• Commercially aware, with an understanding of how CRM supports business performance

• Improved quality and consistency of CRM data
• Increased adoption and effective use of CRM across BD and legal teams
• Clear visibility of pipeline, including bids and tenders
• Stronger insight into referral sources and relationship networks
• Positive feedback from colleagues on training and support

Office locations:
Manchester, Liverpool, Leeds, Bolton, Southport, Newcastle, Reading, Birmingham, Northampton, and Cambridge. Hybrid working available - with the flexibility to work from home and collaborate in-office when needed.

Fletchers Group is a fast-growing, dynamic law firm specialising in personal injury and clinical negligence law, with ongoing growth and innovation. We promote an inclusive culture, strong colleague wellbeing and a balance between hybrid and flexible working. Our base pay and bonus structure recognises high performance. We offer a comprehensive benefits package designed to support you throughout your career, including:

• 35 hours working week
• Bonus scheme (subject to targets)
• 35 days holiday a year including bank holidays and Christmas closure, with option to purchase up to 3 extra days per year
• Pension scheme with tax-efficient salary sacrifice option
• Life Assurance Policy
• Medicash policy for dental, optical and other medical expenses
• Company sick pay
• Enhanced maternity, paternity and IVF schemes
• Flexible, agile working environment
• Calendar of funded company social events
• Monthly voucher awards for winning nominees
• Ongoing training and professional development opportunities