Job Description




Senior CRM Executive




Manchester or Glasgow preferred, Birmingham, Leeds, Edinburgh



Here at Pinsent Masons we bring together the best people to get the job done. We're naturally curious, constantly learning, listening, and growing. We'll truly value your ideas. You'll be joining an award-winning, hardworking and commercially minded team, where you'll have the opportunity to work with leading experts and form meaningful relationships, while making a difference. You'll get the opportunity to be involved in varied and challenging work. Working in an open and supportive environment, to deliver outstanding results.



Our people are our success, and we work as one team.



As a Senior BD CRM Executive, you'll be a key member of the CRM Technology team, driving the effective use of CRM to support client development and business growth. Acting as a subject matter expert, you'll ensure CRM data, processes, and tools are optimised to deliver real commercial value across the firm.



This role can be based out of either any of our non London offices, with Manchester or Glasgow as preferred locations and we operate a hybrid 2 days from home, 3 form the office working model.




What you'll do

• Own and optimise day-to-day CRM data management processes, ensuring high-quality, reliable data


• Act as a subject matter expert, supporting stakeholders in maximising the value of CRM


• Deliver training programmes and provide ongoing user support across the business


• Collaborate with teams such as Digital Marketing to improve processes and data quality


• Act as a trusted advisor, positioning CRM as a solution to business challenges


• Support system enhancements, including integrations, automation, and upgrades


• Contribute to the development of the firm's CRM strategy, aligned to business priorities


• Ensure compliance with GDPR and PECR, safeguarding client data

What we're looking for



We are seeking a proactive and commercially-minded CRM professional who combines strong technical expertise with a collaborative, business-focused approach.




Essential:

• Knowledge of a CRM system and its usage for business development


• Understanding of the technical aspects of CRM, and integrating CRM data with other data sources


• Project management experience and ability to run simple projects without supervision


• Ability to contribute towards process improvements and proactively suggest new ideas


• Ability to collaborate with and influence individuals at all levels.


• Experience in training and support in production of training courses

Desirable

• Technical and practical experience of InterAction and/or InterAction+ including administrative configuration


• Understanding of the basic principles of GDPR and PECR as they relate to marketing data and consent


• Previous experience in a professional services firm, with a basic understanding of business development including how professional services firms win work


• Hands-on experience in using AI to enhance CRM system usage and data quality in a professional services context

What happens next?



Once your application has been submitted and reviewed, our Recruitment team will share the outcome with you by email.



We typically hold two interview stages per vacancy providing the opportunity to meet two members of the hiring team at each stage. The first stage is typically conducted virtually and the second stage typically in person at the office in which the role would be based. However, we strive to remain flexible depending on the requirements of the role or the candidate.




Our strength lies in our differences.



We are a top Stonewall employer, a Valuable 500 member, a signatory of the Race at Work Charter and a proud partner of Neurodiversity in Law. We encourage and value different ideas and styles of thinking. It's with different perspectives that we'll find solutions to our clients' most complex challenges. It's how we'll deliver outstanding results today, and tomorrow. We want everybody attending an interview to be comfortable and able to fully demonstrate their experience and talents.



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