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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. Looking ahead, we have set a strategy to become a national firm through organic and M&A activity and are now adding firepower to our team that will accelerate into that ambition. As we continue to grow, we are investing in our Marketing technologies, AI-enabled innovation and embedding CRM and HubSpot across the firm. This role will play a key part in ensuring we leverage the opportunities and use data and insight to strengthen client relationships and support new business opportunities. As CRM Executive, you will support the ongoing development, optimisation and adoption of our HubSpot 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.
Job Responsibility
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 HubSpot 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 HubSpot 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 HubSpot 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 HubSpot updates and identify improvement opportunities
Implement new features to enhance capability, efficiency and user experience
Requirements
Experience in a CRM administration or data-focused role (preferably in a professional services environment)
Hands-on experience with a CRM platform (HubSpot preferred or similar (Dynamics, Salesforce etc), 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 PowerPoint
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
What we offer
25 days holiday plus bank holidays
Extra time off at Christmas
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