CRM Assistant

3 months ago

London, United Kingdom Howard Kennedy Full time

The role
We are looking for a CRM Assistant to join our Marketing & Business Development department. You will assist with the day-to-day running of the firm's CRM tools (OnePlace and Introhive), CRM and business development projects, improvement of data quality, client segmentation, and general support of the CRM user base.

Main responsibilities
- Improving the overall quality of data stored in the firm’s CRM system (OnePlace), which is key to accurate reporting and insight. Reviewing newly added contacts and companies, approving mismatched data, merging duplicated records, archive old data, and populating missing information for targeted prospects and key clients.
- Overseeing an automated process of CRM accounts and maintaining the log of new joiners and leavers for training and marketing list management purpose.
- Researching new clients and assigning company industry sectors. Reviewing allocated sectors as a wider initiative of our sector review project that will enable our cross-sector initiatives and targeted communications to our categorised audiences.
- Guiding the Business Development team on data tagging and marketing list building.
- Assisting with running of client and prospect reports crucial to business development activities.
- Supporting the CRM Manager with the implementation of the CRM communication and training plan by creating and updating training guides and video tutorials and building intranet pages for the CRM toolkit.
- Providing first line support - assisting users with their daily queries, educating them on best practice, or directing them to quick reference guides.
- Testing the CRM systems following new product releases, troubleshooting integration or tech issues raised by users, logging tickets, and liaising with the CRM suppliers, internal IT, Finance tech, and Digital Marketing teams to find resolutions.
- Assisting with OnePlace layout design and dashboard improvements, editing pages, building new reports, amending existing reports for additional filter and more granular data requests.
- Running user adoption metrics to help monitor gaps or success amongst practice teams, and share ideas of improving user buy-in.
- Being involved in our new firmwide projects where output is reflected in the CRM, such as the Alumni programme, taxonomy, i.e., data governance project, Experience project, international referrals programme, annual business plans and other initiatives set to meet firm's goals.

About you
Ideally you will be able to demonstrate;
- A strong interest in CRM systems, database structures and data processing
- Sound knowledge of Excel and some experience of database structure
- Analytical skills with high levels of accuracy and keen attention to detail
- Effective communication skills
- The ability to work independently and as part of a team
- An enthusiastic, motivated and proactive approach to work

About Us
With almost 200 lawyers in one location, we ensure our clients have the right team to help them get from where they are to where they want to be. We advise major corporates and institutions as well as entrepreneurial, ambitious enterprises which are often privately or family owned, or private equity backed. As well as our significant business law capability, we are one of only a few London-based law firms with a large private wealth offering. Our clients find our straightforward approach a compelling alternative to larger, less personal firms.

Whether you are an ambitious and talented individual wanting to hit the ground running from day one, or an established professional looking for a new opportunity, Howard Kennedy is the firm where you can really make it happen.

We have earned a strong reputation for our exceptional and uniquely talented people who between them deliver outstanding results for clients. In a firm of our size, our strong team dynamic creates a thriving culture of creativity and entrepreneurialism. Howard Kennedy is a pragmatic and non-hierarchical environment where success is shared, and you are proactively encouraged to thrive at your own pace.

Our distinctive culture is built on fairness and respect. Guided by the firm’s values of talk straight, think smart and be yourself, everyone in the firm holds equal value, and everyone plays their role in supporting, encouraging and inspiring colleagues to do their best work.

At the same time, we recognise and reward individualism, celebrating the diversity of our people and supporting them to grow their practice and drive their own career advancement.

As well as client work, there is opportunity to broaden your horizons at the firm with fulfilling pro bono and charity projects. We have a regular social calendar full of wellbeing activities, charitable and social events too.

**Benefits**:

- Competitive salary
- 25 days annual holiday
- Permanent Health Insurance
- Life Assurance
- Interest free Season Ticket Loan
- Private Healthcare
- Pension Scheme
- Staff Introductory Scheme
- Employee

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