Overview
The CRM Executive will be an integral member of our Products team, collaborating closely with the Technology and BD teams. This role is crucial for maintaining data integrity and supporting both business development initiatives and product management goals.Responsibilities
Data Segmentation, Collection and Quality: assist with and manage the DCM inbox; ensure high-standard data updates; proactively research and update incomplete company and client data including contact information and types; perform active data and system configuration tasks such as running searches for incomplete contact data and updating data as required; identify lists, fields and contacts for archiving; manage general folder structure.Monitor data quality through Cirrom and support the firms data governance strategy; establish optimal data collection strategies across practice areas; maintain accurate information and activity reports in the CRM, ensuring data is captured at key customer journey points; run searches to segment new contacts and update InterAction lists; process data change tickets and ensure CRM updates post-mailing; address data quality issues including undeliverable emails and de-duplication processes; provide troubleshooting and operational support for the BD team and other staff; identify segmentation strategies within InterAction and maintain targeted mailing lists and preferences; answer user queries and guide data entry standards and business requirements; assist with regular data verification and cleaning exercises; import/input miscellaneous data into InterAction including new contacts and company profiling, including onboarding and offboarding support.Performance Tracking and Reporting: track performance and generate regular and ad hoc reports using Power BI and other tools; provide statistical analysis and insights to support business development and strategic needs; support the development and delivery of reports to analyse touchpoints; develop and implement strategies to enhance contact engagement and satisfaction; analyse feedback and data to identify trends and areas for improvement; support the development of KPIs to measure the effectiveness of CRM initiatives.Project and Inbox Management: manage the Mishcon and CRM inboxes; oversee small projects to completion with high data update standards in the DCM inbox.Training and User Support: provide ad-hoc training and support to lawyers, secretaries, and new team members; guide users on data entry standards and business requirements; conduct training sessions for staff to ensure effective use of the CRM; develop user guides and resources to support ongoing learning.System Configuration and Compliance: ensure data meets relevant data protection laws and firm procedures; support IT testing for upgrades; provide cover for user onboarding and offboarding; stay updated with CRM technologies and trends to recommend improvements; ensure the CRM system is fully utilised and integrated with other tools; ensure IQ and Outlook synchronisations with the CRM are enabled and functioning.Skills/Experience
Proficiency in InterAction CRM to a high standard is essential.Proficiency in HubSpot and marketing automation platforms is desirable.Strong analytical skills and experience with data analysis tools.Excellent organisational skills and attention to detail.Ability to manage multiple tasks and projects simultaneously.Previous line management experience.Please note that this job profile is not an exhaustive list of duties but outlines the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.About The Mishcon de Reya Group
The Group is an independent, international professional services business with law at its heart, employing over 1400 people with over 650 lawyers. It includes the law firm Mishcon de Reya LLP and a collection of leading consultancy businesses that complement the firm''s legal services. Mishcon de Reya LLP is based in London, Oxford, Cambridge, Singapore and Hong Kong (through its association with partners). The Group serves an international client base with cross-border, multi-jurisdictional work across six core practice areas. The Group also includes consultancy businesses in London, Singapore and Dubai, and other entities in Hong Kong. It invests in early-stage legaltech and hosts the Mishcon Academy, its learning platform.In 2024, the Group announced its first strategic acquisition in the alternative legal services market, Flex Legal, and acquired a majority stake in Somos, a global group actions management business. We strive to create a fully diverse and inclusive workplace and offer flexible working. ..... full job details .....