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

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

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 working
A contributory Pension scheme
Life assurance
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

CRM Executive

Key skills