CRM Systems Manager

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 professional 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 candidate 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:

• 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.

The Candidate:

• Demonstrable hands-on experience with Intapp DealCloud is essential. Applications from candidates without this experience will not be considered.
• Previous CRM systems management or administration experience within a law firm, preferably, or a professional services environment.
• Strong experience with CRM reporting, dashboard creation, data governance, user adoption initiatives and 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.