Platform & Systems, CRM Executive

DAC Beachcroft • Seekonk, MA

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About The Position

DAC Beachcroft is an international law firm with more than 3,000 people and offices across the UK, Europe, Asia-Pacific and Latin America. The firm describes itself as purpose-led and values innovation, continuous improvement, collaboration and the intelligent use of technology.

The Platform & Systems, CRM Executive will join the Clients & Markets team, within Marketing Operations and Brand Design. The role supports the operation, adoption and continuous improvement of the firm’s CRM platform and connected marketing systems. It helps maintain accurate, trusted client and contact data and supports colleagues in using CRM and relationship intelligence platforms to strengthen client relationships, improve marketing effectiveness and inform business decisions.

The position includes system administration, data quality work, reporting, testing, training and user support, as well as collaboration with internal technology teams and external suppliers. The role also contributes to system enhancements and wider projects and priorities across the Clients & Markets function.

Requirements

• Experience administering CRM and eMarketing systems within a professional services or B2B environment.
• Experience working with CRM platforms such as Microsoft Dynamics 365, Salesforce, InterAction, Intapp DealCloud, Introhive or similar.
• Understanding of data management principles and the importance of data quality.
• Experience supporting system testing, user acceptance testing or software releases.
• Strong reporting and analytical skills.
• Ability to investigate issues methodically and drive them through to resolution.
• Excellent communication skills and confidence supporting technical and non-technical users.
• Strong attention to detail and commitment to accuracy.
• A proactive, collaborative and customer-focused approach.
• Understanding of system integrations, APIs and secure data transfer principles.

Nice To Haves

• Exposure to Power BI or similar reporting tools.
• Experience delivering training sessions, demonstrations or user drop-in clinics.
• Knowledge of automation, Power Query, SQL or data transformation tools.
• Experience working with relationship intelligence platforms and marketing technology ecosystems.

Responsibilities

• Support the day-to-day administration and operation of the firm's CRM and connected marketing platforms.
• Maintain high standards of client and contact data quality, accuracy and completeness.
• Investigate and resolve data and system issues, escalating technical matters where appropriate.
• Support data cleansing, enrichment and wider data quality initiatives.
• Provide user support, guidance and CRM best practice advice across the business.
• Help colleagues use CRM and relationship intelligence tools to better understand client relationships and engagement.
• Produce reports and data insights to support marketing activity, client development and business decisions.
• Assist with testing, implementation and rollout of new functionality, enhancements and system releases.
• Coordinate user acceptance testing and document outcomes and feedback.
• Create and maintain process documentation, user guides and data standards.
• Deliver training, demonstrations and user communications to encourage system adoption.
• Work with internal technology teams and external suppliers to resolve issues and implement improvements.
• Identify opportunities to streamline processes, improve automation and enhance data quality.
• Ensure data is managed securely and in line with GDPR, firm policies and information security requirements.
• Support wider projects and priorities across the Clients & Markets function.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed