28 March 2019
Chapman Tripp uses InterAction as its CRM system. The role of CRM Coordinator is an integral part of the Clients & Markets team (C&M team) to help promote the use of the system within the business.
The Coordinator is responsible for:-
The Coordinator will continue to refine processes to help the C&M team to manage and report on information in the system. The focus on using data to inform our strategic programmes and direction needs to become more formalised. The growth aspect of this role will be to move towards business analyst responsibilities, reporting key findings, trends, insights and outputs.
This position reports to the National Events Manager
The CRM Coordinator works closely with the National Events Manager and other members of the C&M team to design, update and embed business processes to maximise use and engagement with the system across the firm.
The Coordinator has a close working relationship with the IT team and external suppliers who provide support to the firm (CRM database and eMarketing software). The Coordinator is the main point of contact for the firm with the suppliers.
The Coordinator works closely with super users and Legal Administrators (LAs) across the firm to help manage the update of contact information, and ensure data updates are carried out accurately and in a timely manner.
The Coordinator is the first point of contact for the full range of stakeholders who have questions about the database, system set up and data management.
A close working relationship will also exist between this position and the key points of contact within the firm of other systems with which InterAction may integrate, i.e. the practice management system.
Key tasks and responsibilities
The key day-to-day tasks and responsibilities of the CRM Coordinator are to:
Essential skills and experience