CRM Assistant

5 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.

Role responsibility

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. Proactive management of data integrity of the system, such as undeliverable emails, out of office messages and returned mail following direct marketing mailings. Undertaking ‘bounce-back’ process and liaising with contact owners about employment changes. 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. Working with the Digital Marketing team to supplement marketing content readership stats with CRM data. Learning the email platform, Vuture will be beneficial. 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, , 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

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 Assistance Programme

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