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Crm specialist

Plymouth
Career Legal
Crm specialist
Posted: 9h ago
Offer description

CRM Specialist - Highly Sought After US Law Firm - Salesforce Migration


An outstanding US law firm is seeking a CRM Specialist with strong Salesforce experience to support business development, client relationship management, and data-driven decision-making across the firm.


You will play a key role in managing and optimizing the firm’s CRM platform, ensuring high-quality data, supporting attorneys and business development teams, and enhancing client engagement strategies.


Key Responsibilities:


* Administer, configure, and optimize Salesforce CRM
* Manage data integrity, reporting, dashboards, and analytics
* Support business development and marketing initiatives
* Collaborate with attorneys, leadership, and BD teams to improve CRM adoption
* Customize workflows, automation, and integrations
* Provide user training, documentation, and ongoing support
* Troubleshoot issues and liaise with external vendors when needed


Required Experience & Skills:


* Proven experience as a CRM Specialist or Salesforce Administrator
* Strong hands-on Salesforce experience (configuration, reporting, automation)
* Experience working in a law firm or professional services environment preferred
* Excellent data management and analytical skills
* Strong communication skills with the ability to work with senior stakeholders
* Salesforce certifications (Admin, Advanced Admin, or similar) a plus


The firm are open to candidates from a legal or professional services background.

Salesforce experience is essential.


They are offering a strong remuneration package & will be running a short interview process.

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