CRM Systems & Intelligence Manager

Norfolk Capsey
Charing Cross, United Kingdom
1 month ago

Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours
Languages
English

Job location

Charing Cross, United Kingdom

Tech stack

Data Integrity
Data Migration
Salesforce

Job description

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., * 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.

Requirements

  • 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.

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