CRM Executive New

2 weeks ago


Cardiff, United Kingdom St David Recruitment Services Full time

**CRM Executive**

**Cardiff City Centre**

**Salary - £20 - £24k per annum**

**9 Month FTC**

**Full Time**

**Hybrid working available (3 days in the office, 2 days at home)**

Our client is looking for a CRM Executive to join their team on a FTC for 9 months initially.

**Benefits**
- 25 days holiday plus bank holidays
- Two Corporate Social Responsibility days
- Birthday day off
- Death in service equivalent to twice annual salary
- Auto enrolment pension scheme
- Hybrid working
- Employee Assistance Programme
- Discounts for local businesses

**Essential;**
- Database management experience. Previous experience using Lexis Nexis InterAction would be highly advantageous.
- Knowledge of how to use data change management tools and advanced import tools in IA or equivalent CRM database.
- Excellent data manipulation skills, especially within CRM database and Excel.
- Experience within the legal or professional services sector is desirable
- Knowledge of Data Protection, GDPR and "anti-spamming" regulations and laws would be a major advantage.
- Exceptional attention to detail and tenacious attitude towards ensuring data accuracy.
- Strong written and verbal communication skills.
- Highly organised and methodical.
- IT skills, especially Microsoft Outlook, Word, Excel and PowerPoint.
- Highly professional, in presentation and manner, at all times.

**Responsibilities**
- Assist with the management of the CRM database by acting as a quality control check for client data updates.
- Process data changes and ensure system updates are complete, of a high standard and segmented.
- Extract data and generate regular and ad-hoc reports from the CRM database, providing information on the firm's key clients and core business sectors.
- Handling data change management tickets - researching and processing these changes and following up with users as necessary.
- Using a variety of tools to maintain data and identify and deal with duplications.
- Monitoring the new contact review process - ensuring that data flowing into the system meets the required data standards.
- 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.
- 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.
- Supporting the firm's stated GDPR approach.
- Supporting the Learning & Development team with ad-hoc training, including desk side training, to lawyers, secretaries and new members of the business development & marketing team.
- Acting as a key point of contact for general CRM queries, including regular Outlook and InterAction administration tasks.

If this role is of interest, please send your CV across to us today.


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