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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # CRM Systems Assistant - **Company:** Shoosmiths LLP - **Location:** Edinburgh, UK - **Experience:** Starter - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Artificial Intelligence, Business Systems, Customer Data Management, Data Visualization, Email Production, Identity and Access Management, Automation of Marketing, Productivity Software, Power BI, Salesforce.Com, Microsoft Power Automate, Marketo, Data Management, Hubspot, Custom Reports - **Published:** September 28, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=49eb2a36b1929eee ## About the Role We are looking for an individual with strong organisational, CRM and data administration skills, alongside a genuine interest in client relationship management, business development and marketing technology. Essential experience * experience working with a CRM platform or similar business system * experience maintaining data quality and following data management processes * experience producing reports and working with data in Microsoft Excel * experience supporting users, customers or internal stakeholders * strong attention to detail and commitment to data accuracy * strong organisational and administrative skills * comfortable working within a fast-paced, client-focused environment * ability to learn and apply new technologies, systems and processe Desirable experience * experience working with InterAction, Salesforce or a similar CRM platform * experience supporting email campaigns, newsletters or marketing communications * experience using marketing automation platforms such as Vuture, HubSpot, Marketo or similar * experience producing dashboards, reports or data visualisations * experience supporting business development, marketing or client engagement activities * experience within a professional services, legal, financial services or B2B environment * familiarity with Microsoft Power BI * familiarity with Microsoft Copilot or other AI-powered productivity tools Personal qualities * curious and interested in how organisations develop and manage client relationships * organised and detail-oriented with a strong focus on quality and accuracy * proactive, enthusiastic and willing to learn * collaborative and approachable with the ability to build positive working relationships * interested in technology, insight and continuous improvement * customer-focused and committed to delivering an excellent internal service ## Description Edinburgh, Birmingham, Leeds, Manchester, Northampton As a CRM Systems Assistant, you will support the day-to-day administration and effective use of the firm's CRM and marketing automation platforms. Working as part of the Marketing Operations team within the BD & Marketing department, you will support the Senior CRM Systems Executive in maintaining high-quality relationship data, delivering reporting and insight, supporting client communications and helping colleagues make effective use of the firm's systems and processes. You will work closely with colleagues across the firm, particularly within Business Development, Events and Digital, helping ensure relationship information and communication activity are accurate, accessible and valuable to the business. Core responsibilities CRM platform administration & support * support the day-to-day administration of the firm's CRM platform * act as a first point of contact for CRM queries and support requests * support user onboarding, access management and user maintenance activities * assist with testing platform updates, enhancements and new functionality * support CRM housekeeping activities to maintain platform integrity and data quality * work closely with the Senior CRM Systems Executive to support ongoing improvements to CRM processes and functionality Data quality & relationship information * support the maintenance and continual improvement of CRM data quality * review, validate and update client, contact and relationship information * identify data quality issues and support stakeholders in resolving them * assist with relationship research, contact management and client intelligence activities * support initiatives that improve data quality, consistency and completeness * promote best practice in the capture and management of relationship information Reporting & insight support * produce regular and ad-hoc reports, dashboards and data visualisations * support the development and maintenance of Power BI reporting * assist with the analysis of CRM, relationship and engagement data * present information in a clear and accessible format for stakeholders * support colleagues in accessing CRM reporting and self-service tools * contribute to the delivery of insight that supports business development and client engagement activity Marketing automation & communications support * support the day-to-day administration of the firm's marketing automation platform * assist with building, testing and deploying email campaigns, newsletters and event communications * support audience selection and segmentation activities * carry out quality assurance testing prior to campaign deployment * support the maintenance of subscription preferences, communication records and audience information * assist with campaign reporting and engagement analysis * act as a first point of contact for routine marketing automation support requests * support the maintenance of templates, documentation and operational processes Business development & client engagement support * support Business Development, Events and wider stakerholders in maintaining meaningful relationship information * assist with relationship mapping and contact management activities * support audience and data requirements for campaigns, events and client engagement initiatives * promote best practice in the recording of business development activity * support adoption of CRM processes, reporting and communication tools across the firm Supporting Responsibilities Training & user support * support the delivery of CRM and marketing automation induction sessions * maintain user guides, training materials and best practice documentation * provide user support and guidance across the firm. Stakeholder collaboration * build effective working relationships with colleagues across the firm. * support cross-functional initiatives that rely on CRM, relationship and communication data. * work collaboratively with stakeholders to improve data quality and reporting capability Continuous improvement * contribute ideas that improve CRM processes, reporting, communications and user experience * support projects that enhance the firm's use of CRM, marketing automation and business intelligence * maintain awareness of developments in CRM, reporting, analytics and AI-enabled productivity tools ## Related Videos - [Integrate your Cognitive Assistant with 3rd-party DBs and software](https://www.wearedevelopers.com/videos/249-integrate-your-cognitive-assistant-with-3rd-party-dbs-and-software) - [Beyond Dashboards: Fixing Text-to-SQL with Semantic RAG](https://www.wearedevelopers.com/videos/2036-beyond-dashboards-fixing-text-to-sql-with-semantic-rag) - [HR ROBO SAPIENS: Decoding AI Agents and Workflow Automation for Modern Recruitment](https://www.wearedevelopers.com/videos/1470-hr-robo-sapiens-decoding-ai-agents-and-workflow-automation-for-modern-recruitment) - [How One Developer Built the Back Office for 10 Million Companies](https://www.wearedevelopers.com/videos/100082-how-one-developer-built-the-back-office-for-10-million-companies) - [REST, GraphQL, gRPC, and more: A comparison of modern API styles](https://www.wearedevelopers.com/videos/100247-rest-graphql-grpc-and-more-a-comparison-of-modern-api-styles) - [Data Analytics with Microsoft Fabric: End-to-End Use Case with Data Agents](https://www.wearedevelopers.com/videos/1547-data-analytics-with-microsoft-fabric-end-to-end-use-case-with-data-agents) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [UK Business Culture and Etiquette](https://www.wearedevelopers.com/magazine/326-uk-business-culture-and-etiquette) - [13 AI Tools You Have to Try](https://www.wearedevelopers.com/magazine/219-13-ai-tools-you-have-to-try) - [Data Engineer Salary UK](https://www.wearedevelopers.com/magazine/253-data-engineer-salary-uk) - [Coffee with Developers - Maria Apazoglou - Making AI understandable for all in production](https://www.wearedevelopers.com/magazine/475-coffee-with-developers-maria-apazoglou-making-ai-understandable-for-all-in-production)