Job Description

• Maintain and develop the integrity of the firm's CRM system
• Ongoing regular data maintenance
• Analyze data issues and troubleshoot problems
• Ensure all data is kept secure and legally compliant
• Manage set up and deactivation of users
• Monitor data quality, duplicate checking, data migrations and data integration
• Prepare and import data from a wide variety of sources including FAME, Excel and Outlook
• Fulfil internal requests for data queries, mailing selections and analysis
• Generate and maintain existing reports from the system
• Create new reports to support marketing and BD activity
• Develop a close working relationship with the CRM vendor and their development team
• Deliver training to new users, either one-to-one or in small group sessions
• Support the marketing and team with ongoing projects to integrate other tools into the CRM system
• Developing best practice for CRM use across the business and identify areas for improvement
• Work with marketing and operations teams to support ongoing development of the database functionality, usability and reporting
• Participate in additional ad hoc projects relating to systems integration and execution of marketing campaigns

Benefits;

• Competitive salary
• Study support package if applicable
• Internal mentor and buddy system to support your career journey
• Excellent personal development programmes to support career growth opportunities
• Structured development as well as on the job practical training
• Flexible benefits reward package
• Access to our agile working policy
• Working and learning directly from our Associate Partners and Partners

Required Knowledge, Skills, and Abilities

• Be authentic in every situation and like to be connected to your team, clients and local communities
• Like to listen and understand, to show up every day with passion and to stand up for things that matter to you
• Be driven to succeed, take initiative and want results
• Have strong Excel skills including v-lookup, macros etc.
• Experience in Microsoft Dynamics CRM desired but not essential
• Power BI experience desired but not essential
• Previous experience in a data led role