CRM Executive

Overview

Are you a CRM professional looking to help drive client acquisition, retention and loyalty in an ambitious, growing business? Do you 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.

We are investing in marketing technologies, AI‑enabled innovation and embedding CRM and Hub Spot across the firm. This role will play a key part in ensuring we leverage opportunities and use data and insight to strengthen client relationships and support new business opportunities.

As the CRM Executive you will support the ongoing development, optimisation and adoption of our Hub Spot platform across the firm. Working closely with the Head of Business Development and Marketing Operations, you will help enhance CRM processes, improve data quality, and provide insight to support strategic decision‑making.

• 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, e.g. 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 working
• A contributory Pension scheme
• Life assurance
• 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

Bishop Fleming is an award‑winning and certified Great Place to Work provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands. With a turnover of £48 m, the firm has seen growth of almost 15 % over the last 12 months, is currently ranked fifth in the Accountancy Age Mid‑Tier Power Index and is also the largest provider of audit services to multi‑academy trusts in the academy sector.

Bishop Fleming is also a member of Kreston Global, a global network of…