CRM Manager

​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.