Senior CRM & Insights Executive

Senior CRM & Insights Executive focuses on act as the subject matter expert for the crm system, ensuring functionality meets business needs.

What the role involves

• Act as the subject matter expert for the CRM system, ensuring functionality meets business needs.
• Overseeing day-to-day CRM operations, including data quality, updates, and troubleshooting.
• Deliver CRM training for BD & Marketing team members and fee earners.
• Maintain the client feedback programme, ensuring timely collection and reporting of insights.
• Supporting the Head of Ops in analysing feedback data to identify trends and improvement opportunities.
• Ensure compliance with Data Protection and GDPR requirements across all CRM and marketing data.

Skills and requirements

• Strong knowledge of CRM platforms, including configuration, data management, and troubleshooting.
• Experience delivering CRM training and driving adoption across teams.
• Ability to manage client feedback programmes and translate into actionable recommendations.

Confirmed role details

• Life assurance (4 x salary).
• 28 days holiday (in addition to statutory UK holidays).

Candidate fit

• Solutions focused approach with drive to improve processes and outcomes.

Additional role context

• Can be based in any of our six offices (Bath, Birmingham, Cambridge, Leeds, London, or Manchester) and hybrid working will be available.
• To manage and optimise the firm’s CRM system and client feedback processes, ensuring data integrity, compliance, and actionable insights.