CRM, Insight and Data Lead

Insights and Data Lead The Insights and Data Lead plays a pivotal role in ensuring the firm has clear, high-quality and actionable insight into its clients, referrers, sources of work, and commercial performance. By transforming data, relationship intelligence and market knowledge into meaningful recommendations, the role helps drive strategic decision-making, client development, and firmwide operational effectiveness. This is a highly visible role with significant autonomy and influence, ideal for someone who enjoys analysing data, spotting opportunities, shaping commercial thinking, and contributing directly to the firm''s strategic growth.Key responsibilitiesGathering and analysing data on the sources of all new work, including referrals from third parties, BD initiatives and international networks, to monitor strategic performance and refine future investment focus.Gathering and analysing data on our client base, spread of work (gap analysis), relationships held, recent activity, and financial performance to understand opportunities for growth, identify and mitigate risks, focus future engagement.Introducing client onboarding standards to better introduce new clients to the firm''s range of services, engage with them on their preferences, understand their objectives, and ensure the firm works effectively in retaining them.Building upon the firm''s nascent Key Account programme. For these chosen client accounts this will involve mapping relationships and tracking ..... full job details .....