CRM Executive
2 weeks ago
Job Description
Global CRM Executive
- 12-18 FTC
- InterAction CRM role
A global law firm is looking to recruit a CRM Executive to support the change over of their CRM system globally. They are migrating from Lexis Nexis’ InterAction V7 over to InterAction Hybrid Cloud. This is an international project, and the role will require some traveling across their offices. The project has already begun, and they expect to complete the project in early 2026.
Role highlights
- Help the Global CRM Manager reposition CRM internationally by actioning tasks on the project upgrade timeline:
- Learn new software and work with the super users across the offices to upskill.
- Work with the Business Development and Communications team to promote the new system to the partnership.
- Archive data regularly and help the Global CRM Manager produce a strategy for regular archiving.
- Maintain and produce new data entry standards by using the data minder function in InterAction.
- Become the go-to person for queries and reporting.
- Train all users on the system internationally (in person and via Teams/Zoom).
- Be responsible for Vuture reporting and preference manager.
- Be responsible for GDPR standards on sending Marketing lists within InterAction
- Work with senior management to ensure user adoption of the CRM system and best practice.
About you
- A good knowledge of CRM tools (InterAction) and their application in client relationship management (two years minimum experience).
- Demonstrable understanding CRM processes within the professional services industry, including the ability to influence and promote the benefits of CRM.
- Must have Experience of using InterAction at a professional services firm.
- Experience in working with data analysis and segmentation.
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