Platform & Systems, CRM Executive
Core
Execute the operation, adoption, and continuous improvement of the firm's CRM platform and connected marketing systems to ensure data accuracy and support business growth.
Role type
CRM Executive (Marketing Operations)
Builds
Client and contact data quality, marketing reports, and system enhancements
Domain
Professional Services / Legal / CRM & Marketing Technology
Deliverable
dashboards & analysis
Required skills
CRM administration, data quality management, system testing, reporting, user support, process documentation, training delivery, stakeholder engagement
Preferred skills
Power BI, SQL, Power Query, automation, system integrations, relationship intelligence platforms
Technologies
Microsoft Dynamics 365, Salesforce, InterAction, Intapp DealCloud, Introhive, Power BI
Responsibilities
Support day-to-day administration of CRM and marketing platforms; maintain client and contact data quality; investigate and resolve data and system issues; support data cleansing and enrichment; provide user support and best practice advice; produce reports and data insights; assist with testing, implementation, and rollout of new functionality; create and maintain process documentation and user guides; deliver training and demonstrations; collaborate with internal technology teams and external suppliers; identify opportunities to streamline processes and enhance automation; ensure data security and GDPR compliance.
Seniority
Mid-level, hands-on IC
