CRM Assistant at Bowmans (Law Firm)

Purpose:                                                                                         

• Responsible for assisting with the configuration, implementation and management of CRM system for the firm in order to nurture and retain existing firm clients and improve client service delivery.

Experience and Qualifications:

• 1-2 years of experience as a CRM controller/specialist/assistant. 
• Knowledge of and experience with LexisNexis InterAction or similar system an advantage.
• Relevant diploma or degree in Marketing or related field

Key Accountabilities:

LexisNexis InterAction

• Plan, customise and configure CRM database
• Clean up data and perform data migration into the system
• Assist with evaluation and redesign CRM functionalities periodically
• Verify and add new client contacts
• Verify, add and update alumni contact details
• Assist in developing and enforcing standards and procedures for users (partners, secretaries, BD team) opening and/ or amending client contacts to ensure superior data quality
• Accept or decline changes and requests
• Continually monitor and maintain data quality
• Preform mass regular data cleanup
• Perform association clean up
• Compile client lists relevant to events and high-level CRM activities.
• Run IA reports on the clients which cover activity updates, meetings outcome notes and other useful information relating to the client
• Assist with training of internal stakeholders on CRM system
• Assist with driving the content development of relevant InterAction information pages on the portal as relates to experiences and queries raised e.g. how to guides, quick tips, trouble shooting docs etc.
• Be the first point of contact for users and providing relevant support, onsite and remotely
• Maintain the correct company structuring on the database and perform periodic data audits on the system, linking of clients to master clients for statistical purposes, particularly as related to the key clients
• Assist with preparing user statistics on Lexis Nexis Interaction for inclusion in monthly Management Board reports

Relationship Building

• Develop and maintain relationships with all levels of staff as a trusted resource and ensure internal stakeholder satisfaction
• Maintain strong working relationships with and have open and transparent communication between all members of the team
• Establish and maintain relationships with African offices and work with CRM leaders in each office and region
• Ability to respond to potentially divergent needs of multiple stakeholders
• Assist with developing and maintaining relationships with vendors to ensure quality of service delivery - Who Owns Whom and CRM service provider

General Administration

• Checking clients that have been linked by Who Owns Whom have been imported into Interaction and researching clients that are not on Who Owns Whom database.
• Linking of clients to master clients for statistical purposes.
• Assist with scheduling meetings and telephone cover.
• Assist with research on clients for business development purposes in terms of researching which clients we work with, clients’ sectors and top fee earners dealing with clients.

Competencies

• Attention to Detail
• Interactive Communication 
• Problem Solving
• Relationship Building
• Information Management
• Using Information Technology

Bowmans is committed to achieving the objectives set in its transformation charter, and the targets in its employment equity plan. All recruitment decisions will be taken with due consideration being given to these objectives.

Closing Date for applications is Wednesday 30 September 2020.