The CRM Administrator is pivotal to the firm’s CRM system. In this role, you will be responsible for championing and monitoring data quality and all related processes, while using that data to inform marketing and business development opportunities. The role is a key support to other users, particularly in terms of reporting and identifying where new, efficient ways of capturing and reporting on data are required for the ongoing improvement of interface with clients and prospects. For more info call Emma Skelton on 01 845 6302

Key Areas of Responsibility

• Devises standard protocol for all data additions & edits
• Supervises completeness & integrity of all new and existing data
• Checks all new clients at requisition for mandatory fields
• Ensures PMS client data is correctly mapped
• Monitors data change management inbox
• Monitors weekly unresolved & private contacts not yet added to IA
• Devises and executes data clean-up plans as required
• Action bad data/bounce backs following all e-campaigns
• Acts as system feature super user
• Supports the on-boarding of all new users to the system
• Supports creation of training programmes
• Delivers training on IA Web and Windows modules when required

• Monitors issues and user engagement and escalates as needed
• Edits reports out of the box
• Supports the DBA with reporting and deliver reports per schedule
• Creates new reports when required
• Manages access to reporting (security & visibility)
• Supports BD & Marketing as super user for Marketing Lists
• Supports contact type folders and assigns contacts as appropriate
• Supports with referral tracking
• Ensures all new matter activities tagged to contacts
• Supports effective process integration (expense claims)
• Supports the DBA administer system access levels and security groups
• Supports the management of system configuration and field changes
• Works with the DBA to coordinate testing of new features as required
• Supports the DBA for all patch and upgrade features
• Monitors effective integration with expense approvals process
• Monitors effective integration with email marketing system

Skills and Experience

• 1+ years relevant experience
• 3rd Level Education
• Experience in a Business Development and Marketing environment
• Strong IT & communication skills
• Excellent organisation and time management skills with the ability to manage own workload and work independently

If this CRM Administrator role sounds like you, call US on 01 845 4651

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