Senior CRM Executive

We’re looking for a Senior CRM Executive to join our Marketing & Business Development team in a pivotal role that combines hands-on system management with strategic influence. Working collaboratively with the Head of Business Development, the wider BD team and other key stakeholders and colleagues across the firm, you’ll take ownership of our CRM (Nexl) and e-marketing (Mailchimp) systems, ensuring they are used effectively, efficiently and in line with best practice.

This is a fantastic opportunity for someone who can not only manage the day-to-day running of the systems but who can also embed and drive a CRM culture into our growing firm. You will play a key role in supporting how we capture and manage data, supporting relationship and revenue growth.

Your focus will be on ensuring the firm is getting the most out of the CRM platform, continuously improving processes and supporting the wider team in delivering data-driven marketing and business development activity.

About Beale & Co

Beale & Co provides specialist legal advice to the construction and insurance sectors. With lawyers spread across offices in London, Bristol, Glasgow, Dublin, Dubai and Toronto, the Firm has a long track record in successfully acting for clients all over the world. Our teams handle complex international arbitration; professional indemnity disputes; coverage; claims handling; corporate and commercial and contracts and projects advisory matters, with an emphasis on finding the best possible legal and commercial solutions to meet our clients’ needs.

Beale & Co’s business development team includes the Head of Business Development, two Senior Business Development Executives, a BD Executive, Events Executive and a Business Development Administrator.

Nexl

In 2023 we launched Nexl, an all-in-one collaboration platform, combining CRM, Relationship Intelligence and Project Management to help law firms deliver a better, more aligned client experience. Nexl automates relationship management, reducing data entry and simplifying how Firms view firm connections and manage pipelines.

Key Responsibilities

Data Management

• Embed the CRM system Nexl into the daily activities of the Business Development team, sector groups, office teams and leadership
• Act as the ‘guardian’ of the CRM, managing data change requests and ensuring data accuracy and integrity at all times
• Conduct data-cleansing initiatives to identify inconsistencies, duplicates and other data quality issues
• Manipulate data in spreadsheets and the CRM system
• Manage the Firm’s email marketing system, ensuring the quality and organisation of the data within it as well as providing support to the BD team in their usage of it
• Manage the new lateral hire and team onboarding processes, including data cleansing, migrations and CRM / Outlook synchronisation
• Spot potential data threats and ensure confidentiality and adherence to GDPR guidelines
• Act as the main point of contact for our CRM supplier - handling technical, improvements and system maintenance.

Training

• Be a Nexl champion, training members of the Firm to use it effectively and strategically
• Plan and deliver Nexl training sessions, presentations and workshops
• Develop the CRM skills and knowledge of the business development team and PAs
• Provide on-call technical support for all users
• Create and maintain training materials, guides and process documents to support best practice

Reporting and project support

• Develop and deliver effective and useful reports to support business needs
• Provide CRM support for key BD projects, including major events and campaigns
• Track and analyse client engagement and campaign performance, offering useful insights to guide decisions
• Use CRM data and reports to demonstrate ROI of business development activity

Key Requirements

• Previous experience of using a CRM system is essential
• Experience working in a professional services environment (law firm experience ideally) is preferred
• High attention to detail and positive attitude towards data integrity
• Excellent experience in using MS Excel
• Excellent communication skills – both written and oral – with the ability to build a rapport with partners, fee earners and business support teams
• Knowledge of Data Protection regulations
• A methodical and logical approach
• Understanding of Business Development and Marketing and technical marketing systems knowledge.
• A proactive approach, able to take the initiative, drive process and make things happen
• Ability to work to deadlines, juggle multiple projects, prioritise and deliver under pressure

In return, you will benefit from being part of an organisation that is genuinely committed to its people.

For further information on the role, please contact Jonathan Brett or apply via the [email protected] or click on the link below to apply.