As the CRM Coordinator, you'll play a crucial role in managing and optimising our CRM system to ensure seamless client interactions and data management.
You'll work closely with the Marketing & BD and legal teams to support business development and client retention efforts.It is an exciting time and there's a lot to do as we're about to embark on getting the firm using a CRM for the first time.
You'll lead the way with ensuring that the CRM system is used correctly, and our data is well maintained.
There will be plenty of opportunity to gain first-hand experience of rolling out the new CRM system.
You'll be involved in CRM related project teams where you'll be encouraged to suggest improvements and implement your own ideas.What you'll be doing as the CRM Coordinator: Support the CRM & Insights Manager in managing the continued rollout of the CRM in the business and running user adoption reports.Maintain an accurate log of joiners and leavers for administering licences, training and list management purposes.Support the CRM & Insights Manager and IT Training team in identifying, building and maintaining a useful library of CRM training guides and toolkits based on common questions and scenarios.Provide first line support across all levels of the business in assisting and understanding any CRM users' needs – dealing with frequent questions and to develop, educate and expand adoption of best practice.Advise the Marketing & BD team on use of data tagging and audience list building, including creating best practice documents for CRM related processes for the Marketing & BD team to follow.Run and manage reports to support the Client Programme and other lead management initiatives.Assist with integration testing of the CRM system following any new releases and troubleshooting issues, working with our internal Business Services' colleagues.Improve the quality and integrity of the data stored in our CRM system (InterAction) through managing and reviewing contact and company details.
For example, approving mismatched data, merging duplicated records, archiving old data and populating any missing/required information via online research sources.Create a routine of regular housekeeping tasks to stay on top of similar changes such as undeliverable/out of office/bounced emails.Liaise directly, if required, with our external supplier to resolve any urgent issues that have been escalated beyond our own in-house teams, in the absence of the CRM & Insights Manager.
What we are looking for: Previous experience of working in a similar role, ideally in a legal or professional services business development team.Experience of using a CRM software – we are transitioning to a CRM system called InterAction, experience with this software is advantageous but not essential.Excellent written and verbal communication skills, with the ability to build rapport with colleagues across the business.Excellent attention to detail, with a methodical and logical approach, and the skill to prioritise work effectively and meet deadlines.
Advanced Excel skills would be advantageous.Understanding of the confidentiality issues surrounding the processing of data, data threats, our obligations under GDPR including staying abreast of industrywide data developmentsAbility to identify themes or common inconsistencies and offer resolutions and provide recommendations to help resolve questions and make our users' life easy.
What we offer: Flexible working – split your time between home and the office, with 40-60% of your time spent in the office.Annual Leave – minimum of 25 days per year, increasing to 31 days with length of service.
Also – buy/sell holidays up to 5 days per year.Bonus Scheme – our annual bonus scheme recognises outstanding contributions to the firm and our ambitions.
All colleagues are eligible subject to meeting the criteria of the scheme.Pension – saving for retirement?
Let us do the hard work for you.
We auto-enrol all eligible colleagues into a workplace pension and we contribute a minimum of 5% of annual salary.Life Assurance – 4x your annual salary in the event of a death in service.
Walker Morris is committed to being an inclusive employer.
Our aim is to ensure our workforce represents our diverse society.
We recognise that everyone brings their own unique capabilities and experiences to their work.
We welcome applications regardless of sexual orientation, gender identity and expression, age, neuro diversity or disability status, family or parental status, race, religion or ethnicity.We take great pride in being a Disability Confident Employer.
If you need any reasonable adjustments throughout the recruitment process, please don't hesitate to ask.
Click here to find out more about our diversity and inclusion work.