CRM Manager

1 week ago


Melbourne, Victoria, Australia KordaMentha Full time

Marketing/Public Relations | Closing Date: 12/07/2024KordaMentha is an advisory and investment firm helping clients to grow, protect and recover value.

With an expansive team of 500 specialists across the Asia-Pacific region, our diversity is our strength.


Be part of our vibrant marketing team, where collaboration fuels creativity and drives success in delivering impactful, customer centric services.


Your Opportunity:


In response to sustained growth across our firm, we seek an experienced Client Relationship Manager (to join on a full-time 12-month contract) to manage, facilitate and deliver the CRM marketing strategy, automation, and processes for KordaMentha.


Here, you'll champion and elevate the utilisation of our Microsoft D365 platform across the firm to maximise engagement and utilisation.


You will be the firm's go-to expert, leveraging insights and creating bespoke dashboards to better understand interactions with clients and prospects, as well as providing strategic insight in relation to pipeline and campaigns.


Hands-on involvement is a key part of your journey, as you work collaboratively with different services lines and across our offices to bring people on the journey, upskill staff and drive exceptional CRM communications to support the firm in client engagement and prospecting activities.


About you:

  • Australian / New Zealand working rights
  • 4+ years of Microsoft D365 CRM experience
  • Experience at working in a financial services or professional services environment (B2B) well regarded
  • Exceptional stakeholder management and relationship building skills
  • Excellent CRM campaign build, monitor, optimise and reporting skills with strong understanding of channel management and best practises
  • Strong analytical skills, with the ability to interpret data and metrics to drive actionable insights and recommendations for campaign optimisation.
  • Understanding of business operations & the ability to align CRM strategy with overall business objectives
  • Understanding of regulations (e.g., Spam Act, NCPF) and best practices for compliance in CRM operations.
  • Experience in reporting for Microsoft D36
  • Experience in Power BI and MS teams' integration.
  • Intermediate to advanced Microsoft Office suite

About us:


At KordaMentha, we offer a dynamic, team-oriented, and flexible work environment, providing ongoing learning opportunities, competitive remuneration packages, and the chance to collaborate with and learn from the best in the industry.


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