CRM Executive

Job title: CRM Executive

Reports to: CRM Manager

Location: London

What are we looking for?

We are looking for a dedicated and detail-orientated person to oversee the integrity and quality of data stored in our client relationship management (CRM) system, InterAction (IA).  You would be joining the firm at an exciting time as the firm invests on the ongoing restructuring, enhancements and overhauling of CRM. 

You will enjoy working with data and will monitor it in accordance with the various standards and policies outlined in the firm's data governance framework.  You will manage the data that is being created and updated in the system, both by other users around the firm and in some cases, by automation.   

You will be coming into a friendly team, who all prefer the unique culture at Withers over other firms and will need to communicate with stakeholders across the business including the lawyers, secretaries and "super-users", the BD team and other law firm management specialists including from our System Finance, Finance, HR, Library and Research teams. 

Skills and attributes

• Previous experience of using IA in a professional services environment would be advantageous.
• Knowledge of how to use the data change management tools and advanced import tools in IA.
• Good knowledge of the principles of CRM and importance of complete and accurate data.
• Emotionally intelligent and able to flex your style depending on who you are talking to.
• A strong attention to detail and the ability to use a range of internal and external resources to perform research, where needed, around key data sets.
• Excellent data manipulation skills, especially within IA and Excel.
• Excellent written and verbal communication and interpersonal skills.
• Highly organised with excellent time management skills.

Areas of focus and responsibilities

• Handling data change management tickets – researching and processing these changes and following up with users as necessary.
• Using a variety of tools to maintain the data and identify and deal with duplication.
• Monitoring the new contact review process – ensuring that data flowing into the system meets the required data standards.
• Supporting the firm's stated Data privacy/GDPR approach.
• Running data quality searches and resolving data issues, as well as performing daily, weekly and monthly housekeeping tasks.
• Undertaking bulk imports for new partners being onboarded to the firm.
• Assisting with the offboarding process when partners and associates leave the firm.
• Configuring and administering Fellsoft's AlertsPlus emails for all users across the business.
• InterAction IQ administration tasks.
• Supporting the events process – setting activities ahead of events so that the lawyers know when their clients and other business contacts are attending our events.
• Archiving old and redundant data.
• Keeping all IA documentation updated on the firm's intranet.
• Supporting the CRM manager in any ad hoc projects and tasks, including an ongoing project to enhance the data in our CRM
• Monitoring the CRM inbox and assisting end users around the firm with any CRM enquiries.

This list of duties and responsibilities is not exhaustive.  It is intended to describe the general content of, and requirements for the performance of this job, and as such, the role may also include the undertaking of additional tasks as required.

The essentials

• 9.30am to 5.30pm but flexibility is a must
• 12 week probation period
• 4 week notice period
• Flexible benefits package including pension, private medical, season ticket loan, discounted gym memberships, lifestyle discount scheme, on site café and more

About Marketing and Business Development at Withersworldwide

• 30 marketers in London and around 50 internationally. A team of specialists in their areas (BD, Digital, Events, Brand, PR, Internal Communications) but who are happy to roll their sleeves up to help each other out with all sorts of projects whenever needed.
• Whilst we are a busy team, we provide a supportive work environment. We invest in training and give people the opportunity to build and develop their careers with us. We are focused on developing a culture of excellence within our team. Many members of the team study to improve their knowledge of their areas. CIM and other marketing/business qualifications are also encouraged and supported.

About Withersworldwide

Withersworldwide has been acting for successful individuals, families and institutions for over 100 years.  We advise clients on the full range of their business, personal and philanthropic legal needs, both at home and abroad. With offices in the key financial centres of Europe, Asia-Pacific, the United States and the Caribbean, we provide coverage and services that other law firms focussed on the needs of the individual cannot. We have represented 75% of the Top 100 in The Sunday Times Rich List, 25% of the Forbes 400 List, 35% of the Hong Kong Forbes Rich List, and 35% of Forbes Asia's Richest Families list. In 2018 Withers became one of the first law firms to adopt fully agile working practices with people splitting their time between their home and the office. 

Information for recruitment agencies

Withersworldwide endeavours to recruit and fill vacancies directly. However, when we do need to engage with agencies, Withersworldwide operates a preferred supplier list and will not be accepting unsolicited applications from non-PSL agencies for this role.

Equal opportunities employment statement 

It is the policy of Withersworldwide to provide equal opportunities for all employees in relation to recruitment, training and promotion.  Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of ethnic origin, religion, sex, age, sexual orientation or disability.