CRM Executive
Job Description
Are you a CRM professional looking to help drive client acquisition, retention and loyalty in an ambitious, growing business? Do you enjoy working with data, improving processes and enabling excellent client service? Then we want to hear from you…!
Our Business Development and Marketing (BDM) team sits at the heart of a client-focused growth strategy that has delivered sustained growth over the past eight years. Looking ahead, we have set a strategy to become a national firm through organic and M&A activity and are now adding firepower to our team that will accelerate into that ambition.
As we continue to grow, we are investing in our Marketing technologies, AI-enabled innovation and embedding CRM and HubSpot across the firm. This role will play a key part in ensuring we leverage the opportunities and use data and insight to strengthen client relationships and support new business opportunities.
As CRM Executive, you will support the ongoing development, optimisation and adoption of our HubSpot platform across the firm. Working closely with the Head of Business Development and Marketing Operations, you will help enhance CRM processes, improve data quality, and provide insight to support strategic decision-making.
Your responsibilities will include:
Enable reporting, insight and business development
Build and maintain dashboards and reports on performance and pipeline activity
Analyse CRM data to identify trends, opportunities and growth insights
Promote and support use of client listening feedback to drive action
Administer and optimise the platform
Manage day-to-day HubSpot administration, configuration and integrations
Support CRM projects with cross-functional teams
Manage external providers to resolve technical issues
Ensure data quality, integrity and governance
Maintain accurate, complete and compliant HubSpot data (including GDPR)
Run data checks, reporting and housekeeping to identify and fix issues, risks and gaps
Cleanse and maintain CRM data in line with agreed standards
Provide user support and training
Act as first-line HubSpot support, managing queries and resolving issues
Deliver training (inductions, live sessions, refreshers)
Create and maintain user guidance (process docs, guides, video content)
Drive CRM adoption and embed best practice across the firm
Drive system improvement
Monitor HubSpot updates and identify improvement opportunities
Implement new features to enhance capability, efficiency and user experience
Sounds good? – then show us what you’re made of…
We’re looking for ambitious, hardworking and self-motivated people with close attention to detail, excellent communication skills and a desire to drive their career forward.
You will be supported to complete a wide range of professional and personal development throughout your career, both remotely and face to face, to ensure that you have the skills and knowledge you need to aid your future career.
What we are looking for
To be considered for the role, you will have:
Experience in a CRM administration or data-focused role (preferably in a professional services environment)
Hands-on experience with a CRM platform (HubSpot preferred or similar (Dynamics, Salesforce etc), including configuration, reporting and workflows
Data stewardship experience, including data cleansing, de-duplication and enrichment processes
Strong understanding of data management principles, including data quality, cleansing and segmentation
Experience producing reports and translating data into actionable insight
Good working knowledge of GDPR, data management, Excel, MS Outlook, Word and PowerPoint
Confident communicator, able to engage and support stakeholders at all levels
Experience delivering training, guidance or process documentation
Ability to manage multiple priorities in a fast-paced environment
A proactive, continuous improvement mindset
Strong attention to detail and a collaborative, team-oriented approach
Why join us
We are an award-winning certified Great Place to Work® provider of Audit, Accountancy, Tax and Advisory services in the South West and West Midlands. With a turnover of £48m, we saw growth of almost 15% over the last 12 months. We are also currently ranked fifth in the Accountancy Age Mid-Tier Power Index and are the largest provider of audit services to multi-academy trusts in the academy sector.
From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; we offer full services across a diverse range of sectors.
With 9 offices, over 50 partners, and over 500 people, we have the capability and capacity to meet our clients’ needs. From owner-managed businesses to large businesses we have the full-service expertise to advise our clients.
We are also a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.
We also offer a multifaceted benefits package, which includes:
25 days holiday plus bank holidays
Extra time off at Christmas - in addition to your annual leave entitlement, we close between Christmas and New Year
Hybrid and flexible working
A contributory pension scheme
Life assurance
Critical illness cover
Simply Health cashback plan including access to 24/7 online GP service and counselling services
Perkbox discounts and rewards platform with over 4,000 perks and discounts
Social events with active social committees that plan internal and external events
Numerous opportunities for development
Please contact Grace Harris, Recruitment Advisor if you would like to discuss this opportunity further.
We welcome applicants seeking flexible working arrangements, including part‑time working or working from home, to support responsibilities such as caring commitments, further study, or interests outside of work.
We are committed to welcoming new people into an inclusive working environment, where everyone has equal opportunity to reach their full potential. We support a culture where people are valued and treated with respect, and where differences are understood and celebrated.
The more varied our workforce, the broader the expertise within our business. The broader our expertise, the greater our chances of innovation and success. That's why we're committed to equality of opportunity, diversity and inclusion at every level.
As part of our recruitment process and commitment to maintaining a safe and compliant working environment, we conduct background checks on all successful applicants. These checks will include verification of references, confirmation of right to work in the UK, and, where applicable, a standard or enhanced Disclosure and Barring Service (DBS) check. Further details will be provided during the recruitment process.
For agencies: Please note that we do not accept unsolicited CVs. Submissions will only be reviewed where a role has been briefed by our Talent Acquisition team.