Overview
We’re looking for a CRM Executive to play a pivotal role in shaping how we capture, manage and use relationship data across the firm. Working closely with Business Development, Marketing and legal teams, you’ll ensure our CRM system provides a clear, accurate and joined-up view of our professional network, supporting relationship-led growth, stronger referral networks and better visibility of opportunities. This is a hands-on, collaborative role for someone who enjoys working with data, improving systems and helping colleagues get real value from CRM in their day-to-day work. You’ll be instrumental in embedding CRM as a practical business tool – supporting bids and tenders, pipeline tracking, influencer engagement and informed decision-making across the business. If you’re curious about how relationships drive commercial success and enjoy bringing structure, insight and clarity to complex information, this is an opportunity to make a real impact.
- Maintain accurate, high-quality relationship data in Salesforce to give a clear view of contacts, organisations and networks
- Support visibility of key accounts, influencers and referral relationships, ensuring interactions are consistently recorded
- Enable effective tracking of opportunities, pipeline activity, bids and tenders through CRM
- Provide insight and reporting on relationship activity, referrals and pipeline performance
- Support CRM adoption across the business through training, guidance and day-to-day support
- Work with BD, Marketing, legal and digital teams to improve CRM processes, data quality and system capability
- The role holder will be expected to undertake related duties as required
Experience with CRM systems (Salesforce preferred) in a business development or relationship-focused environment, strong attention to detail, and the ability to work collaboratively across teams are essential.
Responsibilities
- Maintain accurate, high-quality relationship data in Salesforce to give a clear view of contacts, organisations and networks
- Support visibility of key accounts, influencers and referral relationships, ensuring interactions are consistently recorded
- Enable effective tracking of opportunities, pipeline activity, bids and tenders through CRM
- Provide insight and reporting on relationship activity, referrals and pipeline performance
- Support CRM adoption across the business through training, guidance and day-to-day support
- Work with BD, Marketing, legal and digital teams to improve CRM processes, data quality and system capability
Qualifications
- Experience working with CRM systems (Salesforce preferred) in a business development or relationship-focused environment
- Strong attention to detail, particularly around data accuracy and structure
- Experience supporting pipeline tracking and reporting (ideally including bids/tenders)
- Confident delivering training and supporting colleagues with systems
- Comfortable working with data, reporting and insight
- Ability to work collaboratively across teams and influence ways of working
- Organised and methodical, with a strong sense of ownership
- Approachable and confident supporting colleagues at all levels
- Pragmatic and solutions-focused
- Commercially aware, with an understanding of how CRM supports business performance
Success Measures
- Improved quality and consistency of CRM data
- Increased adoption and effective use of CRM across BD and legal teams
- Clear visibility of pipeline, including bids and tenders
- Stronger insight into referral sources and relationship networks
- Positive feedback from colleagues on training and support
Office locations and hybrid working
Office locations: Manchester, Liverpool, Leeds, Bolton, Southport, Newcastle, Reading, Birmingham, Northampton, and Cambridge. Hybrid working available – with the flexibility to work from home and collaborate in-office when needed.
Company and benefits
Fletchers Group is a fast-growing, dynamic law firm specialising in personal injury and clinical negligence law, with ongoing growth and innovation. We promote an inclusive culture, strong colleague wellbeing and a balance between hybrid and flexible working. Our base pay and bonus structure recognises high performance. We offer a comprehensive benefits package designed to support you throughout your career, including:
- 35 hours working week
- Bonus scheme (subject to targets)
- 35 days holiday a year including bank holidays and Christmas closure, with option to purchase up to 3 extra days per year
- Pension scheme with tax-efficient salary sacrifice option
- Life Assurance Policy
- Medicash policy for dental, optical and other medical expenses
- Company sick pay
- Enhanced maternity, paternity and IVF schemes
- Flexible, agile working environment
- Calendar of funded company social events
- Monthly voucher awards for winning nominees
- Ongoing training and professional development opportunities
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