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CRM Executive, Platform & Systems
DAC Beachcroft. Support day-to-day administration and operation of the firm's CRM and connected marketing platforms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM administration and data management, with a strong focus on data quality, reporting, and user support. Proficient in delivering training and collaborating with teams to enhance system functionality and streamline processes.
Highest-signal resume keywords
CRM AdministrationData Management PrinciplesReporting and Analytical SkillsUser Acceptance TestingGDPR Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data QualitySystem TestingPower BISQLAutomationData Transformation ToolsMicrosoft Dynamics 365SalesforceInterActionIntapp DealCloud
Soft Skills
Excellent Communication SkillsAttention to DetailProactive ApproachCollaborative MindsetCustomer-Focused
Tools & Technologies
CRM PlatformsRelationship Intelligence ToolsMarketing Technology EcosystemsAPIsPower Query
Industry Keywords
Professional ServicesB2B EnvironmentData CleansingData EnrichmentSecure Data Management
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Support day-to-day administration and operation of the firm's CRM and connected marketing platforms
- Maintain client and contact data quality, accuracy and completeness
- Investigate and resolve data and system issues, escalating technical matters where appropriate
- Support data cleansing, enrichment and wider data quality initiatives
- Provide user support, guidance and CRM best-practice advice
- Help colleagues use CRM and relationship intelligence tools to understand client relationships and engagement
- Produce reports and data insights supporting marketing activity, client development and business decisions
- Assist with testing, implementation and rollout of functionality, enhancements and system releases
- Coordinate user acceptance testing and document outcomes and feedback
- Create and maintain process documentation, user guides and data standards
- Deliver training, demonstrations and user communications to encourage system adoption
- Collaborate with internal technology teams and external suppliers to resolve issues and implement improvements
- Identify opportunities to streamline processes, improve automation and enhance data quality
- Ensure secure and compliant data management
- Support wider projects and priorities across the Clients & Markets function
Requirements
What you’ll need- Experience administering CRM and eMarketing systems within a professional services or B2B environment
- Experience with CRM platforms such as Microsoft Dynamics 365, Salesforce, InterAction, Intapp DealCloud, Introhive or similar
- Understanding of data management principles and data quality
- Experience supporting system testing, user acceptance testing or software releases
- Strong reporting and analytical skills, ideally including Power BI or similar tools
- Ability to investigate issues methodically and drive them through to resolution
- Excellent communication skills with confidence supporting technical and non-technical users
- Strong attention to detail and commitment to accuracy
- Proactive, collaborative and customer-focused approach
- Understanding of system integrations, APIs and secure data transfer principles
- Experience delivering training sessions, demonstrations or user drop-in clinics
- Knowledge of automation, Power Query, SQL or data transformation tools
- Experience with relationship intelligence platforms and marketing technology ecosystems
- Ability to manage data securely in line with GDPR, firm policies and information security requirements
Benefits
Comp & perks- Reasonable adjustments throughout the application, assessment and interview process
- Inclusive and accessible recruitment process
- Collaborative culture
- Exposure to a broad range of systems, projects and stakeholders
- Opportunities for career development in CRM, data and marketing technology
- Training, demonstrations and user support opportunities
- Continuous improvement and innovative technology environment