Senior CRM Executive

2 weeks ago

Leeds, United Kingdom Pinsent Masons Full time

**JOB DESCRIPTION**

**Job Title**:Senior CRM Executive

**Department**:Business Development

**Responsible for**: A combination of focusedClient Relationship & Business Development support for a portfolio of financial services sector clients.

**Purpose of the role**:
This role has the responsibility for providing structure, process and consistency in client development for a portfolio of clients in the Financial Services sector, interfacing with relevant Business Development activities. The role is integral to the firm and the sector’s growth strategy and revenue generation objectives. It will focus on working across Pinsent Masons' entire network and drawing on all available resources across the firm to take all that is relevant of Pinsent Masons to the client to build long-term sustainable relationships. This will be done in tangent with Business Development work where it closely aligns to the client portfolio and strategy for key clients.

**Main duties and responsibilities**:

- Support the Financial Services (FS) Key Client portfolio (we call it our ‘Atlas’ programme’), working closely with the FS client relationship managers (CRMs) and Head of FS BD to drive forward client initiatives to support sector revenue generation. Encourage and support Relationship Partners (RPs) and Relationship Managers (RMs) to fulfil their client facing and internal responsibilities to the firm as a trustee of the relationship on behalf of the business. Take responsibility for the day-to-day management of several existing Atlas/Strategic Growth Clients, through:
**Client Relationship Development**:

- Sharing client and market intelligence with relevant stakeholders with the objective of identifying cross-sector patterns and trends which will have wider client relevance.
- Sharing business growth opportunities out of market developments and ‘hot topics’ aligned to the firm’s strategy and topical market themes to the relevant relationship teams. This will include working with BD colleagues to develop tactical plans to engage the client in relevant campaigns.
- Proactively seek opportunities to introduce relevant new service and product lines to the relationship teams and facilitate the sharing of that product/service.
- Coaching relationship partners and relationship managers to develop relationship building skills and planning effective relationship meetings with identified clients. Mentoring junior fee earning RMs to develop their skill sets.
- Working with the relevant BDMs and other Business Teams to ensure that the client relationship team fully understands the client organisational structure, develops knowledge sharing practices (news/developments), is fully conversant with the strategy and needs of the client and the shape, size and objectives of the clients’ relationship regionally and globally.
- Reporting value: working with Relationship Trainees to co-ordinate regular relationship review communications (bespoke to the needs of the client), in particular management information, quarterly relationship review documents, annual highlights, value delivered etc for agreed clients.
- Utilising the non-legal talent from within the firm in response to client need - including innovation delivery, Know How, HR, BD, Training, Finance, CSR, etc. to identify which of our innovative products and services are relevant to the client and work alongside the team to ensure effective implementation.
- Collaborating with BD colleagues to develop sector propositions which are relevant to the client and working closely with BD colleagues to identify other clients for which these could be relevant.
- Attending account management team meetings to facilitate the sharing of best practice.

**General Business Development**:

- Contribute to the successful implementation of business development and marketing plans through driving of specific projects and initiatives.
- Support the generation of new revenue through preparation of bids, credential statements, case studies and other client presentations and materials in-line with the firm’s visual identity and brand where necessary.
- Sharing interesting / novel / high-profile sector credentials and case studies with the wider BD team.
- Working closely with our events and wider business development team to coordinate team-on-team events, seminars / webinars and roundtables relating to portfolio clients.
- Help to project manage and drive momentum for the successful delivery of thought leadership campaigns.
- Supporting the Partners and other fee-earners to identify and implement external profile-raising opportunities, including our thought-leadership programme/campaigns, article writing and speaking opportunities; always looking for opportunities internally and externally to promote work on products/propositions.
- Attend relevant Sector/Practice Group meetings.
- Support with the budgetary process.

**Person Specification**

**Qualifications**:

- Degree educated or equival

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