Responsibilities

• Enable reporting, insight and business development
• Build and maintain dashboards and reports on performance and pipeline activity
• Analyse CRM data to identify trends, opportunities and growth insights
• Promote and support use of client listening feedback to drive action
• Administer and optimise the platform
• Manage day-to-day HubSpot administration, configuration and integrations
• Support CRM projects with cross-functional teams
• Manage external providers to resolve technical issues
• Ensure data quality, integrity and governance
• Maintain accurate, complete and compliant HubSpot data (including GDPR)
• Run data checks, reporting and housekeeping to identify and fix issues, risks and gaps
• Cleansing and maintain CRM data in line with agreed standards
• Provide user support and training
• Act as first-line HubSpot support, managing queries and resolving issues
• Deliver training (inductions, live sessions, refreshers)
• Create and maintain user guidance (process docs, guides, video content)
• Drive CRM adoption and embed best practice across the firm
• Drive system improvement
• Monitor HubSpot updates and identify improvement opportunities
• Implement new features to enhance capability, efficiency and user experience

Requirements

• Experience in a CRM administration or data-focused role (preferably in a professional services environment)
• Hands-on experience with a CRM platform (HubSpot preferred or similar (Dynamics, Salesforce etc), including configuration, reporting and workflows)
• Data stewardship experience, including data cleansing, de-duplication and enrichment processes
• Strong understanding of data management principles, including data quality, cleansing and segmentation
• Experience producing reports and translating data into actionable insight
• Good working knowledge of GDPR, data management, Excel, MS Outlook, Word and PowerPoint
• Confident communicator, able to engage and support stakeholders at all levels
• Experience delivering training, guidance or process documentation
• Ability to manage multiple priorities in a fast-paced environment
• A proactive, continuous improvement mindset
• Strong attention to detail and a collaborative, team-oriented approach

Preferred

• Experience in a professional services environment (nice to have)

Benefits

• 25 days holiday plus bank holidays
• Extra time off at Christmas - in addition to your annual leave entitlement, we close between Christmas and New Year
• Hybrid working
• A contributory Pension scheme
• Life assurance
• Simply Health cashback plan including access to 24/7 online GP service and counselling services
• Perkbox discounts and rewards platform with over 4,000 perks and discounts
• Social events with active social committees that plan internal and external events
• Numerous opportunities for development