CRM Manager

Overview

In this role you will lead the ongoing development of InterAction and drive firm-wide CRM adoption to enable smarter, insight-led client engagement. You’ll collaborate across Marketing, IT and Data teams to shape CRM strategy, reporting and automation, while embedding a data-driven culture. The position sits at the heart of our Digital Enablement agenda and requires influencing senior stakeholders to deliver measurable business impact. This is a visible opportunity to steer CRM capabilities that support growth and client relationships across the firm.

Responsibilities

• Lead optimisation and ongoing development of InterAction
• Drive firm-wide CRM adoption through training, support and engagement
• Partner with Marketing, IT and Data teams to improve insight, reporting and automation
• Develop dashboards and data-driven solutions to inform business decisions
• Explore emerging technologies, including AI, to enhance CRM capability
• Influence senior stakeholders and embed best practice across the firm

Key requirements

• Proven CRM management experience within a professional services environment
• Experience with InterAction is highly desirable
• Strong technical expertise in CRM configuration, optimisation and reporting
• Experience driving adoption and change across diverse stakeholder groups
• Ability to turn data into actionable insights and recommendations
• Excellent communication and stakeholder management skills
• Proactive and collaborative approach with the ability to influence at all levels

• excellent communication
• stakeholder management
• proactive and collaborative
• CRM configuration
• CRM optimisation
• CRM reporting

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