CRM Executive (Maternity Cover)
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Trowers & Hamlins is a City-led, international and national law firm with over 160 partners and 950 staff. With offices across the UK, Middle East and Asia, we provide a full-service integrated offering.
Our clients operate in diverse industry sectors such as construction, transport and infrastructure, banking and financial services, distribution and logistics, education and health, hotels and leisure, defence, engineering and surveying, charities, retail and energy and natural resources. We also act for many high net worth individuals.
We are different and we believe it is our people that make us unique. We expect and respect that you and your talents are too. The truth is we don't prescribe who you are or how you ought to be. It's what you can do that interests us most.
While the work on offer is rewarding and often complex, the qualities we look for are simple. The ability to get on with people from all walks of life, for example. To talk and to listen. To develop the sorts of relationships that mean you win the friendship and loyalty of clients and colleagues alike. In short, to connect. These are the characteristics our people all have in common. They are vital, as is the drive and imagination to use your unique talents to the full. We will help you in this. In fact, we will support you in every way we can.
The CRM Executive plays a key role in managing and delivering the firm's client relationship intelligence to support lawyers across the business, and the business development team working with them, to develop and grow the business. The CRM Executive works with the CRM Manager, CRM Assistant and CRM Administrator and wider department to manage the InterAction database (and associated systems), assisting with email campaigns, improving the quality of the data and acting as a champion within the business to increase adoption, usage and reporting. Sitting within the CRM team this role requires a strong technical knowledge allow with the confidence to work with people of all levels of seniority within the firm. The varied role calls for an enthusiastic approach to help deliver the firm's business objectives.
What you'll be doing
- Working with lawyers across the business to help them to use InterAction to support their business development, client development and intermediary tracking
- Providing one-to-one and larger group training for lawyers to use InterAction including travelling to UK offices as needed
- Working with the other members of the team on all aspects of database administration through to email campaign creation and implementation
- Business development management reporting for marketing and firmwide projects
- Supporting business development to identify and target relevant contacts and provide training where needed
- Assisting with auditing of the data by running searches to identify inconsistencies, duplicates and other data quality issues and confidently explaining findings in accordance with the firm's agreed standards
- Ability to identify themes or common inconsistencies and offer resolutions
- Managing projects from start to finish and manage stakeholders expectations
- Manipulating data in spread sheets and the CRM database (InterAction) and often presenting those back with an understanding of the business context
- Identifying data threats and ensuring confidentiality and adherence to GDPR guidelines
- Company and market research/analysis to support business development initiatives
What you'll need
- Excellent attention to detail is of primary importance for this role
- Can build rapport with partners, fee-earners and business support teams
- Good communicator accustomed to adapting their style to different audiences
- A methodical and logical approach
- Ability to prioritise work effectively and meet deadlines
- Shows initiative and offers own ideas
- Commercial, and financial awareness
- Understanding of the confidentiality issues surrounding the processing of data, data threats, our obligations under GDPR including staying abreast of industrywide data developments
- Be able to grasp concepts quickly
- Treats colleagues and clients with dignity, fairness and respect and contributes to an inclusive culture
- Flexibility to help where needed
Experience and qualifications
- Experience in InterAction Windows/Web client and Admin tools – essential
- Experience working with data – essential
- A-Level / NVQ / Degree – essential [NB1]
- Advanced Excel experience – essential
- Vuture modules – VX /Survey/Events – highly desirable
- Ability to manage projects from start to finish
- Experience of working in a team and effective delegation – highly desirable
- You will be detail and task orientated with the ability to work as part of a team
- Understand the CRM system (InterAction) and be an advisor/champion for end users and their queries
As part of our firm recruitment policy our candidates are subject to employment screening background checks. These checks include personal details, education and employment history, professional qualifications and credit and criminal checks as appropriate.
Trowers & Hamlins is an equal opportunities employer and values diversity and inclusion. All applications will be considered on merit and the applicant's suitability to meet the requirements of the role and will be treated equally irrespective of Ethnicity, Gender (including Trans and non-binary) Race, Disability, Religion and sexual orientation.