CRM Manager – B2B
London/ Hybrid
Turn data into decisions. Shape relationships that matter.
Brand
Global Economics Consultancy SME with a “Pan-European” base. This brand has been established over 20 years, has a fantastic culture and is a multi-award winner in its field. Employee-owned also and so everyone shares in its success.
Team/ Role
This is a newly created role and sits in marketing & digital team.
As the CRM Manager, you’ll be the driving force behind our client relationship data strategy — ensuring our CRM (Workbooks) is accurate, powerful, and fully embedded in daily business life.
Your mission: make the CRM the go-to tool for client insights, marketing campaigns, and strategic decision-making. You’ll partner with marketing, BD, consultants, and leadership to ensure every client interaction is informed, consistent, and impactful.
What You’ll Do
CRM Strategy & Operations
* Own and evolve the firm’s CRM strategy, ensuring it meets business needs.
* Maintain the Workbooks system — safeguarding data quality, performance, and usability.
* Define and uphold best-practice standards for data entry, segmentation, and maintenance.
Business Development & Marketing Support
* Partner with marketing to plan and deliver targeted campaigns (events, newsletters, thought leadership).
* Provide actionable client insights and engagement histories to BD teams and Directors.
Training & Change Management
* Champion CRM adoption across the firm, from fee earners to senior leaders.
* Develop and deliver engaging training sessions, working with our Learning & Development team.
* Act as a change agent, making CRM usage second nature across the business.
Reporting & Insights
* Create clear, actionable reports on client activity, marketing ROI, and BD performance.
* Turn CRM data into insights that guide strategic business decisions.
What We’re Looking For
* 5 Years+ Proven CRM experience in a b2b environment.
* Sector experience in professional services, consultancy or similar.
* Strong knowledge of CRM platforms exp (Workbooks or similar)
* Experience managing CRM upgrades or vendor relationships.
* Knowledge of client segmentation and marketing automation.
* Project management skills, ideally with Agile exposure.
What’s in it for you?
* Employee-owned – we share in the success we create.
* Hybrid working
* 28 days annual leave plus options to buy/sell more.
* Health cover, income protection, and other great benefits.
* A culture that values diversity, inclusion, and personal growth.
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