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CRM Systems Manager
Blue Legal is partnering with a leading UK law firm to recruit an experienced CRM Systems Manager. This is an exciting opportunity for a CRM Systems Manager to take ownership of the firm's CRM platform, driving system optimisation, user adoption, reporting, and data governance across the business.
The successful CRM Systems Manager can be based in Bristol, Exeter, or London, with an expectation of attending the office approximately three days per week.
Please note: Hands-on experience with Intapp DealCloud is essential. Applications without Intapp DealCloud experience will not be considered.
Key Responsibilities
- Manage and develop the firm's CRM platform, ensuring it supports business development and marketing objectives.
- Lead CRM projects, including system enhancements, integrations, user adoption initiatives, and process improvements.
- Manage CRM workflows, user access, security settings, and system documentation.
- Deliver CRM training and ongoing user support to maximise engagement and best practice.
- Oversee CRM data quality, governance, and GDPR compliance.
- Develop reports, dashboards, and insights to support strategic decision-making and business development activity.
- Work closely with Marketing, Business Development, IT teams, and external suppliers to deliver CRM improvements.
- Act as the firm's subject matter expert for Intapp DealCloud and CRM processes.
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Candidate Requirements
- Proven experience as a CRM Systems Manager, CRM Lead, CRM Administrator, or similar role.
- Essential hands-on experience with Intapp DealCloud.
- Previous experience within a law firm or professional services environment.
- Strong experience in CRM reporting, dashboard creation, data governance, and user adoption programmes.
- Excellent stakeholder management, communication, and analytical skills.
- Experience working with Marketing, Business Development, and IT teams to deliver CRM-focused solutions.
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This is an excellent opportunity for a CRM Systems Manager looking to join a highly regarded professional services firm and play a key role in the development and optimisation of its CRM strategy.
Please e-mail your CV and covering letter in the strictest confidence to gavin.coleman@bluelegal.com
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.
Blue Legal offers the services of an employment agency for permanent work and an employment business for temporary work.
For more positions like these, check out our website at www.bluelegal.com or follow us on Twitter for the widest range of roles across the entire professional services sector @bluelegalrec
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