CRM Systems Manager

Overview

As a proud, leading independent UK professional services consultancy across risk, pensions, investment and insurance, we're free to do the right thing by all our clients at all times. We act as a trusted partner for a wide range of clients in both the private and public sectors - this includes almost 25% of FTSE 100 and almost 10% of FTSE 350 companies. We are free from any external stakeholders, allowing us to take a long-term view with all our clients and giving us the freedom to bring fresh new ideas to the table unobstructed. We call this free thinking.

We are seeking a CRM Systems Manager to work within our Business Development Team in London. The Business Development team works in partnership with all areas of the business to deliver the growth objectives of the firm.

This position reports into the Proposition Manager. Key stakeholders include the Marketing, Client Development Manager, Business Development Consultant, and Head of Bid Management.

With 9 offices across the UK, Barnett Waddingham is an independent UK consultancy at the forefront of pensions, investment, risk and insurance. With this role we offer the flexibility to work from our London office - with the option of home working also.

Responsibilities

CRM system strategy and development

• Responsible for all things related to the CRM system and being the first port of call on all CRM matters
• Driving the firm's CRM usage and ensure the system meets marketing/BD strategy requirements
• Key role in advising partners/fee earners on the data collected for business development and client development opportunities, including best practice, training and guidance
• Liaison with software support team for database related queries and manage development requests

Database management

• Main focus will be around database management, data reporting, and ongoing development of the database and related projects
• Monthly analysis of the database - size, trends, identifying threats
• Tracking and monitoring introducer data and sending relevant reminders for updates
• Working with the business to ensure prospect and introducer data is up to date
• Extracting and analysing database content
• Building the database to support key projects
• Oversight of all BD campaigns and liaison with relevant stakeholders to ensure Taskstream being used correctly
• Management of the ongoing database quality

Pipeline reporting

• Daily analysis of the pipeline - what has been added, by whom and check all information present
• Tracking and monitoring prospect opportunities in Taskstream - oversight of activity as prospects transition from being cold to warm
• Monitoring aged opportunities to maximise credibility of the pipeline?

Promotion of the department and supporting the team

• Maintain good relationships with Partners, Principals, Associates and key prospecting stakeholders
• Be a role model and ambassador for the Business Development Team

Development

• To act as a key representative of Barnett Waddingham as required.

Qualifications

• Ideally at least 4 years experience in a Business Development role or similar is expected, and experience working in a professional services environment would be advantageous.
• Proven skills in managing industry-leading CRM systems or in-house equivalents, and supporting sales teams is essential. Working as part of a Marketing/Business Development team is preferable
• Experience of implementing a system would be advantageous.
• Good knowledge of Microsoft Office and Windows-based computer applications, including more advanced Excel skills. Experience of using data visualisation tools (e.g. Tableau) would be beneficial.
• Self-starter, highly organised, and able to work well with colleagues at all levels in the organisation. Strong time management/prioritization skills are essential for this role
• Professional services and/or pensions, actuarial or investments experience is beneficial but not required

What's in it for you?

Core & Flexible Benefits:

• Competitive discretionary annual bonus
• Core benefits paid for by BW including life assurance, group income protection, private medical cover and 25 days holiday per year with holiday trading
• A generous pension scheme where we contribute 8% of your salary from day one of your employment
• Employee Assistance Programme to support you and your family through any concerns or challenges you may experience
• A comprehensive range of voluntary benefits to suit your life stage and lifestyle including a tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, extension of private medical cover or life assurance to family members, gym membership, travel insurance and a broad range of discounts at hundreds of retailers including supermarkets, fitness centres, travel and leisure companies
• Fresh fruit, hot and cold drinks provided free of charge in all of our offices

Giving Something Back:

• 1 paid volunteering day per year as a commitment to our Corporate Social Investment
• Support your favourite charity with the "Give as You Earn" option
• Match-funding for individuals raising money for a recognised charity
• Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one. We recognise that we have an impact that goes beyond our core activities.

Values: our values are PRINCIPLED, RESPECT, QUALITY AND PARTNERSHIP - they are important to us and we want them to be important to you as well.

Wellbeing: employee wellbeing has always been important to us and our approach is to create an environment where individuals will be engaged at work, successful in what they do and able to achieve their full potential, benefiting both their self and the business. BW offer a great range of employee benefits as we believe it's important individuals are supported in making choices which are flexible enough to meet their needs and help support their wellness.

Diversity: we are committed to having a diverse and inclusive workforce where people from all backgrounds, beliefs and perspectives can thrive, feel welcome and develop to their full potential. Our recruitment processes are designed to be fair and consistent and enable candidates to compete on a level playing field.

Your progression: we offer career progression opportunities and a focus on training and professional development to provide you with the tools and skills to thrive. We also offer study support for relevant professional or skills qualifications.

Other activities: we have clubs, sporting events, social, cultural and belief groups across our offices if you'd like to join in and meet like-minded people.

Not quite the right opportunity for you this time?

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