CRM Executive
Forvis Mazars
CRM Executive
Salary Not Specified
Forvis Mazars, Leeds
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 21 Sep | Get your application in now before you're too late!
Closing date: Closing date not specified
job Ref: dcc6b0b7a3b946c3bb83a57ef3daaafc
Full Job Description
- This is an exciting opportunity to join our clients and markets team, the role is ideal for someone with CRM system and data management experience who is passionate about a data driven approach and has a proactive mindset. You'll be a key member of the CRM team communicating with people across the business, working on both day-to-day tasks and larger firm wide projects, including working with a range of stakeholders.
- Act as a key system administrator for CRM, taking the lead on business day-to-day requirements
- Have strong experience with data segmentation & analysis - pulling data reports, manipulating it and interpreting it
- Have strong experience in creating bespoke reports and dashboards to deliver business insight to stakeholders
- Develop working practice, to improve operational documentation to support the team and the business
- Take on, and lead, new projects to support the business and CRM team goal. This includes system updates, Global data initiatives and be a key representative for the UK CRM team as needed
- Experience in the creation and management of system training to users and creation of training materials
- Supporting the marketing team with the data aspects of campaigns using the firms marketing automation platform and supporting the digital marketing team to develop the platform (this role does not include responsibility for creating marketing emails)
- Supporting the teams internal communications initiative, planning, creating, posting and presenting the teams key messages to the business
Experience in a previous CRM role - Advanced MS Office Excel skills, and can demonstrate strong excel skills
- Advanced communication and interpersonal skills to build relationships internally and with third party suppliers
- Advanced customer service skills, with the ability to prioritise and deal with issues in a calm and professional manner
- Advanced analytical and investigation skills
Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development. About the team Our Business Services team is a collective of creative, strategic, forward-thinking business enablers. Together the People & Culture, Marketing & Communications, IT, Operations, Finance and Quality & Risk Management teams make it their mission to ensure Forvis Mazars has the right tools, technology, strategies and services in place to deliver exceptional client service and future-proof our growing business., Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories. Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts and culture. We are one diverse, multicultural, multi-generational team with a huge sense of connection and belonging. This is a place where you can take ownership of your career, get involved, believe in yourself and put your ideas into action. At Forvis Mazars, we empower our people and celebrate individuality. We thrive on teamwork and are agile. We have bold foresight and give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change and have a deeper understanding, to help make an impact so that everyone can reach their full potential.