Job Title: CRM & Digital Integration Lead – Legal & Professional Services

Location: Carlisle or Hexham, with travel to other offices
Salary: Up to £50K DOE
Job Type: Hybrid

About the Role:

We are seeking a CRM & Digital Integration Lead with deep expertise in CRM systems, case management software, and AI-driven marketing and business development strategies within a law firm or professional services environment. This role will focus on optimizing our digital infrastructure to enhance client management, streamline operations, and drive data-led decision-making in business development.

Key Responsibilities:

• Lead the integration of CRM systems with case management software, ensuring seamless data flow and efficiency.
• Identify and implement AI-driven solutions to enhance marketing, client engagement, and business development efforts.
• Collaborate with internal stakeholders to optimize CRM usage for client relationship management, pipeline tracking, and reporting.
• Work closely with IT and business development teams to drive automation and digital transformation initiatives.
• Provide strategic insights on how data analytics and AI tools can improve legal service delivery and client acquisition.
• Ensure compliance with data protection regulations while maximizing CRM and AI capabilities.
• Train and support internal teams on best practices for CRM usage and digital tools.

Key Requirements:

• Proven experience leading CRM implementation and integration in a law firm or professional services firm.
• Strong technical expertise in CRM platforms (e.g., Salesforce, HubSpot, Dynamics, or equivalent).
• Experience integrating CRM systems with case management software and other business applications.
• Knowledge of AI applications in marketing and business development, including automation and predictive analytics.
• Ability to translate technical solutions into business outcomes and drive user adoption.
• Strong project management skills, with the ability to lead cross-functional teams.
• Understanding of data privacy regulations (e.g., GDPR) and best practices in legal technology.
• Experience in training teams and change management within digital transformation projects.

What We Offer:

• A forward-thinking firm embracing digital transformation.
• Opportunity to work on cutting-edge CRM and AI projects in the legal sector.
• A collaborative work environment with support for innovation.
• Competitive salary up to £50K DOE and professional development opportunities.
• Hybrid working model with travel to multiple office locations.

If you have the technical expertise and leadership experience to drive digital transformation in a legal or professional services environment, we’d love to hear from you. Apply now or contact us for more details!