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CRM Strategy Coordinator
2 months ago
A prestigious national legal practice is seeking a Client Relationship Management Lead to become part of their regional team on a contractual basis. The Interim CRM Operations Specialist will play a vital role within the Marketing Communications department, focusing on the effective implementation, upkeep, and utilization of the firm's CRM platform, Peppermint/Microsoft Dynamics. This position entails overseeing the quality of CRM data, assisting system users, and ensuring that the CRM effectively supports business development and marketing initiatives.
Key Responsibilities:
- Work closely with the Business Development team to ensure data integrity and enhance CRM workflows, including managing sales pipelines and tracking marketing campaigns.
- Create and maintain analytical dashboards for marketing insights and regular performance reports.
- Act as the custodian of data, leading initiatives to cleanse data and eliminate outdated or duplicate entries.
- Deliver CRM training sessions and develop educational resources for team members.
- Engage with end users and developers to refine and prioritize requests for CRM enhancements, ensuring they align with organizational objectives.
- Assist in the formulation and execution of a CRM strategy that aligns with the firm's vision and strengthens business development efforts.
- Establish guidelines and protocols for the effective use of CRM software and data governance.
- Evaluate new CRM solutions and collaborate with IT to ensure they integrate seamlessly with existing systems.
- Stay updated on innovative CRM technologies that could enhance the firm's operations.
Candidate Profile:
- Experience with CRM systems is essential, ideally within a professional services environment or legal firm.
- Preference will be given to candidates familiar with MS Dynamics/Peppermint.
- Hands-on experience with CRM management tools and a strong understanding of data management principles are required.
- Demonstrated ability to juggle multiple projects and meet tight deadlines effectively.
Important Note: Due to the specific nature of our clientele, only candidates with relevant 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.
