SharePoint and Client Portal Specialist

CompanyDAC Beachcroft

LocationCity Of Bristol, England, United Kingdom

Posted At1/6/2026

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (52.0%).

Occupation Type

Customer service occupations not elsewhere classified.

Occupation Code Skill LevelIneligible

Sponsorship EligibilityIneligible for Sponsorship

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Description

Purpose of the role:

The Marketing Operations Client Portal & Projects Executive will support the Client Portal product solution, whilst also contributing to project activity led by the Atlas Product Lead.

This role delivers technical, project and administrative support to the Atlas Product Lead, ensuring governance is completed in a timely manner for both BAU client portals and ongoing phases of Client Portal development projects.

Working closely with teams across the firm as well as our trusted technology partners and agencies, the role provides key coordination and technical input for BAU and project activity. This position sits within the MODEI (Marketing Operations, Digital Experience and Intelligence) team and reports to the Atlas Product Lead.

This role only requires one day on site.

Key Responsibilities

Support the administration, build and management of the client portal product, ensuring clients get a high quality and best in class experience.
Utilising SharePoint/Atlas and product knowledge of Client Connect to support both BAU activities and client connect project phases.

Managing the release cycle for Atlas updates.

Engaging stakeholders to configure bespoke Client Connect Sites.

Attend and chair governance meetings, providing support to the Client Portal product owner and governance committee members on day-to-day management of the platform

Provide ongoing project support for the Marketing Operations Engagement Lead, and colleagues in Clients and Markets.

Suggest ideas for optimisation and improvement of the firms marketing platforms and system.

Use Monday.com software to prepare, update and create project plans and roadmaps.

Deliver Atlas technical training and consultancy to colleagues within DACB

Establish strong working relationships with teams across the firm ensuring commercial, client engagement, data, and compliance aspects are considered.

Ensure data uploaded to our Platforms & Systems is in line with regulatory requirements and policies

Handle confidential information in line with the firm's data security protocols.

Firmwide Responsibilities:

Understands DAC Beachcroft is an international firm. Works with awareness of this structure to operate as one team/brand.

Actively operates in the best interests of the firm at all times internally and externally.

Operates in a regulated environment, effectively managing risk and compliance issues including data security.

Works in partnership with others to manage and mitigate commercial risk.

Skills, Knowledge and Expertise:

Proven experience using a Content Management System (CMS) with good technical understanding of SharePoint/Atlas.
Good understanding of information architecture, UX principles, and content governance
Experience managing user access controls and working with sensitive information.
A creative thinker with the ability to push beyond the expected, inspire creativity and introduce new ideas.
Strong experience applying best practice, process management, and risk mitigation to drive quality and consistency.
Flexibility and willingness to undertake a variety of tasks related to the Atlas client portal
Strong IT skills and proficient in the use of Microsoft Office.
Knowledge of Power Automate would be an advantage but is not required.

Professional Skills:

Excellent written and verbal communication skills with strong attention to detail.
Confidence in engaging senior stakeholders and supporting cross-functional teams.
Strong organisational and time-management skills, with the ability to prioritise multiple tasks and projects.
Ability to manage external suppliers in an efficient, professional, and effective manner.

About DAC Beachcroft

We are a leading international legal business with over 3,000 colleagues and a diverse range of capabilities. We are market leaders in insurance, health and real estate but with a full-service offering, including growing Financial Services and Tech capabilities. We represent a wide range of clients – from household names to government departments and NHS bodies. We act for nearly all of the top-20 UK and global insurers, we're market leaders in the provision of strategic, commercial and regulatory advice to providers and commissioners in the health sector, and in real estate we advise all of the UK’s top-five housebuilders.

We are a fast-growing international business with offices around the globe. In addition to our 11 UK offices, we also have offices in Bogota, Buenos Aires, Dublin, Lima, Los Angeles, Hong Kong, Madrid, Mexico City, Milan, New York, Paris, Rome, Santiago de Chile, and Singapore plus a representative office in Miami and broad network of affiliations across the globe.

At DAC Beachcroft we are committed to and recognise the importance of equity, diversity and inclusion across the board, including and beyond the protected characteristics. We take decisions based solely on merit. We value, welcome and seek out people with different backgrounds and life experiences, perspectives, beliefs, ways of thinking and identities.

We are happy to talk flexible working with our Flex Forward scheme. We would encourage you to talk to us about our approach to flexible working during the hiring process if you would like to explore this further.

Note for Recruitment Agencies

DAC Beachcroft manages all vacancies via our in-house recruitment teams, prioritising direct sourcing and referrals. When external support is required, roles are released to selected agencies on our Preferred Supplier List (PSL).

Speculative CVs sent to any DAC Beachcroft employee without prior instruction from our recruitment teams (LLP and CSG) will not be accepted, and no fees will be payable.

For PSL queries, please contact: recruitment@dacbeachcroft.com or csgrecruitment@dacbeachcroft.com