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CRM Manager

Client Development

Bristol

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We are looking for a CRM Manager to join our Client Development team in Bristol. This is an exciting opportunity to be part of a talented and collaborative team, working with the firm's business development, events and marketing activities through the use of CRM. This role will be responsible for the management and development of the firm's CRM platform, including managing sales pipeline and the integrity of the firm's data. You will be instrumental in the firm's approach to managing clients, prospects and referrers.

You will work closely with BD Managers, Events, Communication specialists and fee earners across the firm. This role will be responsible for driving the adoption of CRM across the business, maximising our potential in the market and helping to strengthen client relationships.

We have recently rolled out Peppermint Microsoft Dynamics technology across the business, this role will provide you with a great opportunity to think about how we can use data to support our growing firm.

What you'll do:

  • Ensure effective implementation of our CRM Platform (built on Peppermint Microsoft Dynamics) including working with Partners, lawyers and professional support teams
  • Ensure that our approach to CRM supports the firm as we enter our new strategic period
  • Identifying new opportunities for how we can use the platform to provide key stakeholders with data to help them grow their practice
  • Work with the BD and Marketing teams to help manage and deliver events and content
  • Work with BD to manage and implement use of CRM to support the sales pipeline
  • Be the point person for use of the CRM platform, identifying and working with champions across the business

What we're looking for:

  • Knowledge of working in a CRM role using a CRM platform, ideally within the Legal sector – experience of working with MS Dynamics would be beneficial
  • Ability to work with a variety of stakeholders, communicating effectively according to the differing needs across the business
  • Experience of recommending process improvements to leverage greater use of a CRM platform
  • Have experience of training and adoption of a CRM system
  • Change/ transformation experience beneficial
  • Outstanding organisation and time management
  • Attention to detail
  • Be a good team player
  • Professional services experience (preferred)

Our offer to you

In return for your efforts, you can expect considerable scope for personal as well as professional development. We encourage people to engage with our popular and well supported coaching and mentoring programmes, which connect you to people right across the firm and at every level. We create space for mental and physical wellbeing with our weekly Lifestyle Hour, along with, for this role, private medical insurance, 28 days annual leave and a sabbatical you can take every 5 years. You can also buy and sell holiday, managing your benefits flexibly using our sophisticated portal to configure your total reward offer according to what you value most. As part of this, you can make ongoing or one-off donations to our charitable foundation and access our CSR programme where you can engage with community-based initiatives (as a team, or individually) twice a year, to give something back where you feel it matters.

If you have any questions or would like to discuss this role, please contact our Recruitment Team via email in the first instance, and we will come back to you as soon as we can: [email protected]

Why Foot Anstey?

As one of the UK's fastest growing law firms, Foot Anstey believes in helping our clients and people achieve their ambitions, unlocking new and exciting opportunities. Our team of business and legal advisors are motivated by understanding clients' goals and collaborating with them and other advisers to deliver solutions.  By becoming our clients’ most trusted advisor, we are enabling them to achieve their ambitions. How we do it is just as important as what we do. Our values define the way we act with our clients and one another every day, and because of these we think our culture and environment sets us apart.

Over our history we've grown from a high-street firm to a significant regional and national player working with leading brands and individuals predominantly across six key sectors: Private Equity, Retail & Consumer, Energy & Infrastructure, Islamic Finance, Developers  and Private Wealth. Our strategy of gaining market share through meeting clients' needs, investing in and developing high quality talent and using technology and innovation to enhance our services has led to significant growth. We now operate from eight locations: Truro, Plymouth, Exeter, Taunton, Bristol, Southampton and London, as well as a 'hub' base in Oxford.

Our people are central to our success, in every part of the business. We actively support our employees to achieve their aspirations through offering meaningful careers with balanced rewards, which have been carefully designed to focus on personal wellbeing. We offer continual opportunities for support and professional development through our Business Skills Academy and Digital Skills Academy, and believe in empowering each other to achieve and strive to create a progressive and inclusive working environment. Being forward-thinking, we are open to discussing flexible working patterns for all of our vacancies, with over 40% of our existing employees having a permanent flexible working pattern. In addition, our impressive suite of flexible benefits will enable you to prioritise what matters most to you. 

Creating a diverse and inclusive workplace is integral to delivering our strategy, and we were delighted to be awarded the National Equality Standard for a second time in 2021.  We consider this to be right at the heart of our priorities, and goes way beyond our policies – it’s something we consider across everything we do, from the make-up of our client teams, encouraging staff to reach their potential, through to our leadership. We aim to support our clients and our people to achieve their goals, regardless of background, gender, race, beliefs, sexuality or other non-work related factors. We champion aspiration and encourage it in everyone that works with us.  As such we actively encourage applications from all suitably qualified people, regardless of any characteristics protected by law. If you apply for this role you may be encouraged to answer our diversity and social mobility monitoring questions, so please be reassured that any answers you provide will remain entirely anonymous and confidential and will in no way impact your application.

Foot Anstey. Powering Your Ambition.

 

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