CRM Strategy Lead

3 weeks ago

London, Greater London, United Kingdom Blue Legal Full time

Blue Legal, a distinguished national law firm, is seeking a Client Relationship Management Specialist to enhance their regional operations through a pivotal 12-month contract. This role is integral to the Marketing Communications team, focusing on the effective implementation, upkeep, and utilization of the firm's CRM platform, specifically Peppermint/Microsoft Dynamics. The successful candidate will oversee CRM data integrity, assist system users, and ensure that the CRM effectively supports business development and marketing initiatives.

Key Responsibilities:

  • Work closely with the Business Development team to ensure data accuracy and optimize CRM workflows, including managing sales pipelines and tracking marketing campaigns.
  • Create and maintain marketing analytics dashboards along with regular performance reports.
  • Act as the data steward, leading data cleansing efforts to eliminate outdated or duplicate records.
  • Deliver CRM training sessions and develop educational materials for team members.
  • Engage with end users and developers to refine and prioritize CRM functionality requests, ensuring they align with business objectives.
  • Assist in formulating and executing a CRM strategy that aligns with the firm's overarching goals and enhances business development focus.
  • Establish and enforce policies and procedures for CRM software usage and data governance.
  • Evaluate new CRM applications and collaborate with IT to ensure compliance and integration with existing systems.
  • Stay updated on emerging CRM technologies that could provide advantages to the firm.

Candidate Profile:

  • Experience with CRM systems is essential, ideally within a professional services or legal environment.
  • Preference will be given to candidates familiar with MS Dynamics/Peppermint.
  • Hands-on experience with CRM management tools and a solid understanding of data management principles are required.
  • Demonstrated ability to juggle multiple projects and meet deadlines in a high-pressure environment.

Important Note: Due to the specialized sectors we serve, only candidates with relevant work experience in a Law Firm, Accountancy Firm, Management Consultancy, Property/Construction Firm, Financial Services Firm, or a notable relevant Association or Agency will be considered. Applications from outside these sectors will not be accepted.

Blue Legal provides the services of an employment agency for permanent roles and an employment business for temporary positions.

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