We are seeking a CRM Adviser to join our Business Development team and play a pivotal role in both the day-to-day administration of our client relationship management system and the delivery of our upcoming CRM migration project. This is an excellent opportunity for a commercially minded professional with 3–5 years' experience in CRM or business development support to contribute to a transformational initiative whilst ensuring seamless operational support across the firm.

Key Responsibilities

CRM Administration & User support

• Deliver training, guidance and ongoing support to fee-earners and business services teams on CRM functionality and best practice
• Maintain data quality and integrity through regular audits, cleansing activities and process enforcement
• Administer user access, permissions and system configuration in line with firm policies
• Produce and/or use management reports, dashboards and analytics to support business development and client relationship strategies
• Act as first point of contact for CRM queries, troubleshooting issues and liaising with IT and external vendors as required

CRM Migration Project

• Coordinate project workstreams and timelines in collaboration with IT, Business Development leadership and external consultants
• Engage with stakeholders across practice groups to gather requirements, design processes and ensure user adoption
• Support data migration planning, testing and validation to ensure accuracy and continuity
• Contribute to the design and delivery of training programmes and change management initiatives to embed the new system

Required Experience & skills

• Excellent stakeholder engagement skills with the ability to communicate effectively at all levels
• High attention to detail, analytical mindset and commitment to data accuracy
• Commercial awareness and understanding of client relationship dynamics

• Familiarity with business development processes, pitch support or client intelligence workflows
• Background in professional services, particularly the legal sector
• 3–5 years' experience in a CRM, business development or marketing operations role
• Demonstrable project management or project coordination experience, ideally involving system implementations or migrations
• Strong technical aptitude and confidence working with databases, reporting tools and CRM platforms
• Experience with InterAction or Microsoft Dynamics CRM

What we offer

• The opportunity to shape and deliver a high-impact CRM transformation project
• A collaborative, supportive environment within a leading law firm
• Professional development and exposure to senior stakeholders across the business
• Competitive salary and benefits package