Bishop Fleming
Audit, Accountancy, Tax and Advisory services
CRMExecutive
Neural analysis suggests this role is
optimal for Mid candidates.
“CRM Executive at Bishop Fleming. Skills: CRM administration, HubSpot, Data analysis, Reporting. Enable reporting, insight and business development. Build and maintain dashboards and reports”
What You'll Achieve.
Drive client acquisition, retention and loyalty; Strengthen client relationships; Support new business opportunities; Enhance CRM processes; Improve data quality; Provide insight to support strategic decision-making; Drive CRM adoption and embed best practice
Industry & Context.
Resolve technical issues; Identify and fix issues, risks and gaps
Background checks, Verification of references, Confirmation of right to work in the UK, Disclosure and Barring Service (DBS) check
What They're Looking For.
Must Have
Experience in a CRM administration or data-focused role, Hands-on experience with a CRM platform (HubSpot preferred or similar (Dynamics, Salesforce etc), including configuration, reporting and workflows, Data stewardship experience, including data cleansing, de-duplication and enrichment processes, understanding of data management principles, including data quality, cleansing and segmentation, Experience producing reports and translating data into actionable insight, Good working knowledge of GDPR, data management, Excel, MS Outlook, Word and PowerPoint, Confident communicator, able to engage and support stakeholders at all levels, Experience delivering training, guidance or process documentation, Ability to manage multiple priorities in a fast-paced environment, A proactive, continuous improvement mindset, attention to detail and a collaborative, team-oriented approach
Nice to Have
preferably in a professional services environment
What You'll Do.
insight and business development
Build and maintain dashboards and reports
Analyse CRM data to identify trends
Administer and optimise the platform
Manage day-to-day HubSpot administration
integrity and governance
complete and compliant HubSpot data
reporting and housekeeping
Cleanse and maintain CRM data
Provide user support and training
Act as first-line HubSpot support
Create and maintain user guidance
Drive system improvement
Monitor HubSpot updates
Implement new features
How You'll Work.
Team & Collaboration
Working closely with the Head of Business Development and Marketing Operations; Support CRM projects with cross-functional teams; Engage and support stakeholders at all levels; Collaborative, team-oriented approach
Communication Scope
Confident communicator; Engage and support stakeholders
Full Job Description
CRM Executive **Are you a CRM professional looking to help drive client acquisition, retention and loyalty in an ambitious, growing business? Do you enjoy working with data, improving processes and enabling excellent client service? Then we want to hear from you….!** Our Business Development and Marketing (BDM) team sits at the heart of a client-focused growth strategy that has delivered sustained growth over the past eight years. Looking ahead, we have set a strategy to become a national firm through organic and M&A activity and are now adding firepower to our team that will accelerate into that ambition. As we continue to grow, we are investing in our Marketing technologies, AI-enabled innovation and embedding CRM and HubSpot across the firm. This role will play a key part in ensuring we leverage the opportunities and use data and insight to strengthen client relationships and support new business opportunities. As CRM Executive, you will support the ongoing development, optimisation and adoption of our HubSpot platform across the firm. Working closely with the Head of Business Development and Marketing Operations, you will help enhance CRM processes, improve data quality, and provide insight to support strategic decision-making. Key responsibilities will include: * **Enable reporting, insight and business development** * Build and maintain dashboards and reports on performance and pipeline activity * Analyse CRM data to identify trends, opportunities and growth insights * Promote and support use of client listening feedback to drive action * **Administer and optimise the platform** * Manage day-to-day HubSpot administration, configuration and integrations * Support CRM projects with cross-functional teams * Manage external providers to resolve technical issues * **Ensure data quality, integrity and governance** * Maintain accurate, complete and compliant HubSpot data (including GDPR) * Run data checks, reporting and housekeeping to identify and fix issues, risks
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