Senior CRM Executive

Withers LLP 

Job title: Senior CRM Executive 

Reports to: CRM Manager

Location: London

What are we looking for?

This role is responsible for maintaining and configuring the CRM system, improving the quality, depth and accessibility of data held within the system across Withers global offices. A technical understanding of the CRM systems set up, functionality and data quality best practice is required, with the ability to scope and implement improvements to ensure the system underpins the firm's strategy.

Skills and attributes

• Previous experience of using InterAction is desirable, although not essential, if you have previous experience using another CRM system
• Ideally previous experience will have been gained within a professional services environment
• Exceptional attention to detail and tenacious attitude towards ensuring data accuracy
• Excellent desktop application skills – MS Excel and Word
• Knowledge of Data Protection regulations
• Excellent organisation skills, with a proven ability to take initiative and responsibility for completion of work or projects
• Enthusiastic and optimistic attitude
• Strong written and verbal communication skills
• Flexible and adaptable, comfortable with change 

Areas of focus and responsibilities

 Data management 

• Supporting the CRM Manager to further embed the system into the wider marketing, departmental groups, geographic regions and management teams activities.
• Manage the CRM/Data change management inbox and user requests. Ensure changes are verified and controls are put in place to ensure consistency and accuracy of data. Manage the allocation of data tasks to the Data Stewards.
• Proactively contributing ideas to help streamline CRM practices and data quality efforts.
• Coordinating with our in-house developers on complex integrations and data feeds from other systems in and out of InterAction. Assist where necessary on the mapping of data flows.
• Managing the new lateral hire, team and office onboarding processes, including large data cleansing, migrations and Outlook synchronisations. Liaising with IT Service desk or the IT Applications team to resolve any issues.
• Contributing to and developing the data management/ data retention strategy in compliance with data privacy regulations.
• Working with our IT team to complete regular InterAction IQ upgrades and testing, to ensure that the application is efficiently maintained, and data is made readily available to end users.
• Working with external suppliers to ensure the use of add-on products are being maximised. 

 Training 

• Be a system champion and active promoter, training and coaching members of the firm to use InterAction effectively and strategically.
• Assisting with the running, planning and preparation of InterAction presentations, workshops and training sessions, working with the CRM Manager and the firm's training teams to identify training requirements.
• Deliver InterAction new starter training for new Marketing team members globally.
• Develop the skills of the Data Stewards to improve their system knowledge.
• Create and maintain training materials, guides/ tipsheets and support the development of a regular InterAction newsletter/ e-bulletin incorporating tips and other news - to raise the profile of InterAction across the business. 

Reporting, IT and project support 

• Providing project support on wider firm projects, especially where there is an opportunity to resolve issues relating to InterAction.
• Providing support for major upgrades to InterAction and integrated systems.
• Contributing to driving forward InterAction projects to roll out minor upgrades, enhanced modules or features.
• Supporting the development and delivery of effective and useful reporting required by the business.
• Act as a key point of contact for technical issues with our IT Applications team and external suppliers. 

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 Withers

• 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 Withers

Withers 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

Withers endeavours to recruit and fill vacancies directly. However, when we do need to engage with agencies, Withers 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 Withers 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.