CRM Manager (12 Month FTC) – Cardiff

Location: Wales
Salary: Market Rate
Salary band: Market Rate
Contract type: Contract/Temporary
Date posted: 30/07/2024

An award-winning national law firm is looking for a CRM Manager to join one of their regional offices for a 12-month contract. The Interim CRM Manager will be a key member of the Marketing Communications team, responsible for the implementation, maintenance, and optimal use of the firm’s CRM system, Peppermint/Microsoft Dynamics. The role involves managing CRM data quality, supporting system users, and ensuring that the CRM supports business development and marketing efforts effectively.

The Responsibilities:

  • Collaborate with the Business Development team to maintain data accuracy and streamline CRM processes, including pipeline management and campaign tracking.
  • Develop and maintain marketing analytics dashboards and regular activity reports.
  • Serve as the data guardian, overseeing data cleansing initiatives to remove obsolete or redundant information.
  • Provide CRM training and create teaching materials for colleagues.
  • Collaborate with end users and developers to refine and prioritise CRM functionality requests, ensuring alignment with business needs.
  • Support the development and implementation of a CRM strategy that aligns with the firm’s goals and enhances BD focus.
  • Establish policies and procedures for CRM software use and data management.
  • Test new CRM programs and work with IT to ensure compliance and integration with existing systems.
  • Stay informed about emerging CRM technologies that could benefit the firm.

The Candidate:

  • Must have CRM system experience, preferably in a professional services or law firm setting.
  • Strong preference for candidates with experience with MS Dynamics/Peppermint.
  • Hands-on experience with CRM software management tools and strong knowledge of data management practices.
  • Proven ability to manage multiple projects, and meet deadlines under pressure.

Please note: Due to the specific sectors we work in, only candidates with valid work experience in a Law Firm, Accountancy Firm, Management Consultancy, Property/Construction Firm, Financial Services Firm or a high profile relevant Association or Agency will be considered.  We regret that our clients will not accept applications outside of these areas.

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