Job Description:

CRM Systems Manager

Blue Legal is partnering with a leading UK law firm to recruit a CRM Systems Manager for its Bristol or Exeter office. This is an exciting opportunity for an experienced CRM Systems Manager to take ownership of the firm's CRM platform, driving system optimisation, user adoption, and data governance across the business.

Working closely with Marketing, Business Development, and IT teams, the successful CRM Systems Manager will play a key role in supporting strategic growth initiatives, enhancing reporting capabilities, and ensuring the CRM system delivers maximum value to stakeholders.

Please note: Previous hands-on experience with Intapp DealCloud is essential. Applications from candidates without Intapp DealCloud experience will not be considered.

The Responsibilities of the CRM Systems Manager

As the CRM Systems Manager, you will:

• Take ownership of the firm's CRM platform, ensuring it is effectively managed, configured, and continuously improved to support marketing and business development objectives.
• Lead and support CRM projects, including system migrations, enhancements, user adoption initiatives, and change management programmes.
• Manage CRM workflows, user access, security settings, and documentation, ensuring efficient processes and a high-quality user experience.
• Deliver training, guidance, and ongoing support to users, promoting best practice and encouraging consistent CRM utilisation across the firm.
• Work closely with IT teams, external vendors, and stakeholders to manage integrations, resolve issues, and implement system improvements.
• Oversee CRM data governance, ensuring data quality, GDPR compliance, and the effective management of data standards and lifecycle processes.
• Develop reports, dashboards, and insights that support business development activity, client relationship management, and strategic decision-making.
• Act as the firm's subject matter expert for CRM processes and technology, helping maximise the value of the CRM platform.

The Candidate

To be successful in this CRM Systems Manager position, you will have:

• Demonstrable hands-on experience with Intapp DealCloud. This experience is essential, and applications without Intapp DealCloud experience will not be considered.
• Previous experience as a CRM Systems Manager, CRM Administrator, CRM Lead, or similar CRM systems professional within a law firm or professional services environment.
• Strong experience with CRM reporting, dashboard creation, data governance, user adoption initiatives, and CRM system improvement projects.
• Excellent analytical, stakeholder management, and communication skills, with the ability to drive engagement, improve processes, and maximise the value of CRM data.
• Experience working closely with marketing, business development, and IT teams to deliver CRM-focused business solutions.