CRM Data Executive

London (Central), London (Greater)
£Competitive + Benefits
30 Nov 2016
30 Dec 2016
Marketing Disciplines
Account Management, CRM, Database
Industry Sector
Construction / Property
Contract Type
Work Experience Level
Agency-side or Client-side
Client Side
Job Role
CRM Executive

Key Responsibilities

  • Ownership and maintenance of Client data across all of CBRE’s core CRM Platforms with a specific focus on Salesforce
  • Running Data Integrity Reports to include these key tasks

o    Verification of new accounts
o    Duplicate identification
o    Updating / editing existing Account & Contact data
o    Maintenance of CBRE Account Hierarchy

  • Creation of shared reports
  • Proactively identifying areas of the business where extra training could be needed
  • Working with other data resources from other CBRE Platforms (Property, Transaction & Pipeline) to ensures the master client list is kept up to date

Person Specification/Requirements

  • Exceptional attention to detail
  • Very strong organisation / time management skills
  • Ability to work flexibly and prioritise own workflow
  • Confident and assertive when required
  • Collaborative team player with a positive attitude

Skills / Experience Required

  • Excellent IT skills (Word, Excel, PowerPoint). 
  • Experience of working in Salesforce would be highly desirable but not essential
  • Experience of data validation tools and systems (D&B, One Source, Hoovers) would be advantageous 
  • Commercial acumen and knowledge of company structures / hierarchies would be advantageous
  • Experience or understanding of a commercial environment (ideally property related) and corporate structures would be preferable but not essential
  • Educated to degree level or equivalent

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