A forward-thinking professional services firm is seeking a CRM Systems and Intelligence Manager to lead the implementation and adoption of a new CRM system. You will manage the end-to-end project, from vendor selection and data migration to training and ongoing system optimisation, ensuring the CRM becomes a trusted tool for business development and client insight.
Key responsibilities
*Lead CRM selection, implementation, and adoption across the firm.
*Manage data integrity, reporting, and system enhancements.
*Deliver user training and guidance to partners, fee-earners, and business services teams.
*Collaborate with marketing, business development, IT, and finance to maximise CRM impact.
Skills and experience
*Proven CRM implementation experience in professional services (Salesforce, Dynamics, InterAction, Peppermint, Dealcloud).
*Strong project management and stakeholder engagement skills.
*Analytical, with experience translating data into actionable insights.
*Experience with eMarketing tools (e.g., Vuture) a plus.