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CRM Database Executive

1 month ago

Leeds, Leeds, United Kingdom Forvis Mazars Full time

About the Role

This is an exciting opportunity to join our clients and markets team, the role is suited for someone with CRM system data management experience who is passionate about a data driven approach and has a analytical and proactive mindset.

Key Responsibilities

  • Working with a range of stakeholders.
  • Act as a key system administrator for the CRM system, taking the lead on business day-to-day requirements.
  • Have strong experience with data segmentation & analysis - pulling data reports, manipulating it and interpreting it.
  • Have strong experience in creating bespoke reports and dashboards to deliver business insight to stakeholders in relation to their pipeline management.
  • Develop working practice, to improve operational documentation to support the team and the business.
  • Take on, and lead, new projects to support the business and CRM team goal. This includes system updates, Global data initiatives and be a key representative for the UK CRM team as needed.
  • Experience in the creation and management of system training to users and creation of training materials.
  • Supporting the marketing team with the data aspects of campaigns using the firms marketing automation platform and supporting the digital marketing team to develop the platform (this role does not include responsibility for creating marketing emails).
  • Supporting the teams internal communications initiative, planning, creating, posting and presenting the teams key messages to the business.

Requirements

  • A minimum of 4+ years experience in full database management CRM role.
  • Advanced MS Office Excel skills, and can demonstrate strong excel skills.
  • Advanced communication and interpersonal skills to build relationships internally and with third party suppliers.
  • Advanced customer service skills, with the ability to prioritise and deal with issues in a calm and professional manner.
  • Advanced analytical and investigation skills.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture.

We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action.

At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.

Being inclusive is core to our culture at Forvis Mazars; we want to ensure everyone, whether in the recruitment process or beyond is fully supported to be their unique self. To read more about our approach click here

Our aim is to make the recruitment process as accessible and inclusive as possible - please contact us to discuss any changes you may require so we can work with you to support you throughout your application.

Visit forvismazars.com/uk to learn more.