Client Data & Insights Senior Executive
Working in the BD & marketing team, I am responsible for the day to day management of our CRM database, and how we use this to capture and utilise information in support of our objectives as a firm.
This includes data quality management, ensuring effective target lists for our marketing campaigns, and engaging with users across all parts of the firm to ensure they are able to use our information and CRM systems in the best way possible.
I enjoy looking for how our information can enhance our understanding of our clients and their needs. Starting a new role always poses a challenge of understanding how a firm works, and what information needs to feed into this.
My colleagues have said that I stay calm when faced with problems and this helps focus on what solutions we can find together.
- CRM database management
- Data standards and quality oversight
- Engaging with users to ensure we use our data appropriately, and that they are able to gain the maximum benefits out CRM system can offer
- Liaising with key stakeholders to ensure our marketing information and systems are aligned with firm strategy and objectives
- CRM and data strategy