Edinburgh, Birmingham, Leeds, Manchester, Northampton
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As a CRM Systems Assistant, you will support the day-to-day administration and effective use of the firm’s CRM and marketing automation platforms.
Working as part of the Marketing Operations team within the BD & Marketing department, you will support the Senior CRM Systems Executive in maintaining high-quality relationship data, delivering reporting and insight, supporting client communications and helping colleagues make effective use of the firm’s systems and processes.
You will work closely with colleagues across the firm, particularly within Business Development, Events and Digital, helping ensure relationship information and communication activity are accurate, accessible and valuable to the business.
Core responsibilities
CRM platform administration & support
support the day-to-day administration of the firm’s CRM platform
act as a first point of contact for CRM queries and support requests
support user onboarding, access management and user maintenance activities
assist with testing platform updates, enhancements and new functionality
support CRM housekeeping activities to maintain platform integrity and data quality
work closely with the Senior CRM Systems Executive to support ongoing improvements to CRM processes and functionality
Data quality & relationship information
support the maintenance and continual improvement of CRM data quality
review, validate and update client, contact and relationship information
identify data quality issues and support stakeholders in resolving them
assist with relationship research, contact management and client intelligence activities
support initiatives that improve data quality, consistency and completeness
promote best practice in the capture and management of relationship information
Reporting & insight support
produce regular and ad-hoc reports, dashboards and data visualisations
support the development and maintenance of Power BI reporting
assist with the analysis of CRM, relationship and engagement data
present information in a clear and accessible format for stakeholders
support colleagues in accessing CRM reporting and self-service tools
contribute to the delivery of insight that supports business development and client engagement activity
Marketing automation & communications support
support the day-to-day administration of the firm’s marketing automation platform
assist with building, testing and deploying email campaigns, newsletters and event communications
support audience selection and segmentation activities
carry out quality assurance testing prior to campaign deployment
support the maintenance of subscription preferences, communication records and audience information
assist with campaign reporting and engagement analysis
act as a first point of contact for routine marketing automation support requests
support the maintenance of templates, documentation and operational processes
Business development & client engagement support
support Business Development, Events and wider stakerholders in maintaining meaningful relationship information
assist with relationship mapping and contact management activities
support audience and data requirements for campaigns, events and client engagement initiatives
promote best practice in the recording of business development activity
support adoption of CRM processes, reporting and communication tools across the firm
Supporting Responsibilities
Training & user support
support the delivery of CRM and marketing automation induction sessions
maintain user guides, training materials and best practice documentation
provide user support and guidance across the firm.
Stakeholder collaboration
build effective working relationships with colleagues across the firm.
support cross-functional initiatives that rely on CRM, relationship and communication data.
work collaboratively with stakeholders to improve data quality and reporting capability
Continuous improvement
contribute ideas that improve CRM processes, reporting, communications and user experience
support projects that enhance the firm’s use of CRM, marketing automation and business intelligence
maintain awareness of developments in CRM, reporting, analytics and AI-enabled productivity tools
Skills & qualifications
We are looking for an individual with strong organisational, CRM and data administration skills, alongside a genuine interest in client relationship management, business development and marketing technology.
Essential experience
experience working with a CRM platform or similar business system
experience maintaining data quality and following data management processes
experience producing reports and working with data in Microsoft Excel
experience supporting users, customers or internal stakeholders
strong attention to detail and commitment to data accuracy
strong organisational and administrative skills
comfortable working within a fast-paced, client-focused environment
ability to learn and apply new technologies, systems and processe
Desirable experience
experience working with InterAction, Salesforce or a similar CRM platform
experience supporting email campaigns, newsletters or marketing communications
experience using marketing automation platforms such as Vuture, HubSpot, Marketo or similar
experience producing dashboards, reports or data visualisations
experience supporting business development, marketing or client engagement activities
experience within a professional services, legal, financial services or B2B environment
familiarity with Microsoft Power BI
familiarity with Microsoft Copilot or other AI-powered productivity tools
Personal qualities
curious and interested in how organisations develop and manage client relationships
organised and detail-oriented with a strong focus on quality and accuracy
proactive, enthusiastic and willing to learn
collaborative and approachable with the ability to build positive working relationships
interested in technology, insight and continuous improvement
customer-focused and committed to delivering an excellent internal service
The firm
Shoosmiths is the law firm clients choose for excellent service, incisive thinking and above all for our ability to focus on what matters. From offices across the UK and Brussels, we support some of the world’s most exciting and ambitious businesses; amazing clients making an impact. We empower our people to be their authentic selves and deliver together in supportive teams committed to excellence and innovation. The first top 50 law firm to achieve ‘Platinum Standard’ Investors in People, our values and culture are not just words on our website but are the heartbeat of the firm.
We have an outstanding benefits package to complement our competitive remuneration system. In addition to the competitive salaries, great working environment and high-quality work, we believe that all staff should be rewarded for their commitment to the continued success of the firm through a comprehensive and flexible range of benefits.
To discover more about our benefits, please visit: Benefits Package
Shoosmiths is proud to be a Disability Confident Employer. Disability Confident is a government scheme designed to encourage employers to recruit and retain disabled people and those with long term conditions. The Disability Confident scheme replaced the Two Ticks Positive about Disabled People scheme. We had been accredited as a two tick employer for many years – Disability Confident broadens and develops that original commitment, and demonstrates we have adopted a proactive approach to employing disabled people and developing their abilities.
As part of our accreditation, we commit to interviewing any applicants with a disability who meet the essential criteria for each vacancy. In some circumstances we may only be able to interview those that best meet the essential criteria due to the volume of applications received.
Further information on the Disability Confident scheme is available at /government/collections/disability-confident-campaign
We are committed to ensuring our recruitment process is inclusive and accessible to and usable by everyone. If you have a disability or long-term condition and would like to receive information in a different way, or need us to make any adjustments, changes or do anything differently during the recruitment process, please get in touch with the Talent Acquisition team. xwwtmva We can consider your needs and requirements, and how we can assist you to apply for our roles. For example we can provide a copy of our application via email so that you can complete it using your own accessibility software
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