BD Client & CRM Systems Analyst

Job title:

BD Client & CRM Systems Analyst

Company

Travers Smith

Job description

Accessibility statement: If individuals have any accessibility issues when reviewing this document, please notify a member of the Travers Smith HR team so that the document can be provided in an alternative format.Support and Adjustments for candidates : At Travers Smith, we are committed to ensuring that people who are disabled or have a long-term condition are empowered in their identity, valued equally, and listened to. If we can adjust the recruitment process to make it more accessible, please let us know. For further information please visit our website :Travers SmithAn award-winning city law firm. We build lasting relationships with public and private sector clients. It is Travers Smith’s purpose to provide the very highest quality of service to our clients whilst enabling our people to achieve professional fulfilment in a supportive, inclusive, and enjoyable working environment.DepartmentThe award-winning Business Development & Marketing (BD) team supports the firm’s strategy with a wide range of activities such as brand building, winning clients and strategic communications, through a commitment to high quality service and smart delivery.The Technology team provide the very highest quality of service together with carefully selected and developed technology to enable our internal clients to provide the service our external clients require from a top international law firm. The Tech team is recognised as being one of the brightest and best law firm technology teams in the market.The RoleThis role comes at a very exciting time for the firm and it’s BD Strategy. A renewed focus on purpose driven BD around pipeline, Client and prospect management means that there are really interesting opportunities to develop tech-based solutions for these areas. This will be achieved by utilising low code workflow technology as well as strengthening our existing data using 3rd party data suppliers.The BD Client & CRM Systems Analyst will sit in the Enterprise Systems and Data (EDS) team, with a reporting line both to Technology and Business Development & Marketing. This dual reporting line mirrors successful roles in Central Finance and emphasises the importance of collaboration between these two departments. The successful candidate will be able to communicate clearly and appropriately to both Technical and BD teams. They will translate requirements from the BD team, and the wider business, into technical solutions and deliver them, either independently (following best practice), or with the support of resources within EDS or the wider Tech teams. This will create opportunities for the successful candidate to utilise the full breadth of the Applications used by the firm. Not just our CRM/BD suite but core technologies like SQL, APIs and applications like Service NOW, Intapp Integrate and Aderant.Key Responsibilities

• Deliver automations and efficiencies for important BD data such as credentials, source of business and referrals, and being able to accommodate feedback loops to ensure efficient updates to master sources of data, as well as identifying and proactively delivering improvements.
• Support and actively work on the delivery of the BD System strategy, including CRM data, integration and reporting.
• Work on related CRM products, such as integrations with mass email marketing channels, and other third-party systems.

• Deliver projects geared to utilising and enhancing the existing BD system functionality to continuously improve the delivery of the service provided by the department, including increased automations.
• Create and deliver the projects and work packages necessary to make progress on the BD systems roadmap, including the implementation of additional third-party tools.
• Able to independently deliver solutions for BD, marketing, and client reporting requests.
• Support and take a key role in the delivery and management of the BD systems and data.
• Work effectively with counterparts at our suppliers, particularly the BD systems vendors.
• Document changes and developments in the systems.
• Assist in the continual support and co-ordination of user acceptance testing of the new system throughout the development cycle.

Key Stakeholders

• Enterprise and Data Systems Manager
• Head of Digital Marketing and Brand

Personal Specification – Knowledge, Skills & Experience

• A keen interest in data and technologies that support business processes.
• Experience of managing and working with CRMs and their backends. Specific legal experience is not required, but experience of Lexis Nexis InterAction and its data model an advantage.
• Experience of working within low code workflow technologies is advantageous.
• Process mapping and assisting in the scoping of solutions is important.
• Experience of working with SQL for data model development.
• Experience of working with APIs.
• Experience of working with cloud-based solutions.
• Experience of building Power Bi reports and their associated data sources.
• Experience building SSRS reports and associated data sources an advantage.
• Experience of applying ITIL best practices to key processes, including problem management an advantage.
• Experience of backlog management an advantage.
• Proactive and productive.
• Flexible team player with a creative solution focused ‘can do’ attitude, but with a diligence that doesn’t cut corners.
• Takes personal ownership and pride in the quality of applications and the Enterprise and Data Systems team as a whole.
• Personable and able to build strong relationships with internal and external clients.
• Good under pressure – able to deal with critical periods of delivery and can handle when things go wrong.
• Able to think about what’s next after delivering a piece of work. What improvements could be made to the next version?
• Able to translate complex technical issues and solutions for less technical recipients of the information.
• Clear, balanced, and concise communicator both verbally and written.

Expected salary

Location

London

Job date

Fri, 14 Jun 2024 05:53:48 GMT

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