CRM and Data Administrator in Slough at Haines Watts

Date Posted: 6/17/2022

Job Snapshot

  • Employee Type:
  • Location:
  • Job Type:
  • Date Posted:

Job Description

CRM and Data Administrator

It's not all about the numbers!

Traditionally accountancy has been all about numbers and commercial considerations; but not here at Haines Watts. We really strive to build lasting, valued relationships and to make a tangible and meaningful impact. It is our clients' success that drives us and we are proactively committed to helping our clients and colleagues achieve their business and life goals in a passionate and authentic way, as these are the key traits that underpin everything we do.

At the heart of our firm is our colleagues, which is why team engagement has become more important than ever before. We have achieved 1-Star recognition from Best Companies for this and we are also one of the Top 10 best accountancy firms to work for in the UK, investing heavily in colleague wellbeing and mindfulness. As the face of the workplace has shifted since the pandemic, we have adapted and challenged what the working environment looks like for our teams, creating an environment fit for the future.

We're committed to improving diversity and inclusion, not just in terms of background but also in terms of diversity of thought and skills. We are curious about how we can help shape the future of accountancy and advisory for the next generation which is why we decided to become a National Sponsor of the Reach Next Generation Summit, aligning our values with action.

What is the role?

Fulfilling a key role within the Regional Marketing & Business Development team helping to develop and maintain our core target market data, deliver day-to-day CRM database support, generate reports and analyse data.

CRM database management

  • Maintain and develop the integrity of the firm's CRM system
  • Ongoing regular data maintenance
  • Analyse data issues and troubleshoot problems
  • Ensure all data is kept secure and legally compliant
  • Manage set up and deactivation of users

Data selection, campaigns and reporting

  • Monitor data quality, duplicate checking, data migrations and data integration
  • Prepare and import data from a wide variety of sources including FAME, Excel and Outlook
  • Fulfil internal requests for data queries, mailing selections and analysis
  • Generate and maintain existing reports from the CRM system
  • Create new reports to support marketing and BD activity

Support & training

  • Develop a close working relationship with the CRM vendor and their development team
  • Deliver training to new users, either one-to-one or in small group sessions


  • Support the marketing and BD team with ongoing projects to integrate other tools into the CRM system
  • Developing best practice for CRM use across the business and identify areas for improvement
  • Work with marketing, BD and operations teams to support ongoing development of the database functionality, usability and reporting
  • Participate in additional ad hoc projects relating to systems integration and execution of marketing campaigns

What you will need to be;

  • Be authentic in every situation and like to be connected to your team, clients and local communities
  • Like to listen and understand, to show up every day with passion and to stand up for things that matter to you
  • Be driven to succeed, take initiative and want results

As well as the above you will be nearly or fully CIM qualified and have at least three years' experience working in a previous marketing role. Having MS accreditation is advantageous.

  • Have strong Excel skills including v-lookup, macros etc.
  • Experience in Microsoft Dynamics CRM desired but not essential
  • Power BI experience desired but not essential
  • Previous experience in a data led role

The Haines Watts Way:

Our collective aspirations are simple:

  • We strive to build and develop valued relationships as a trusted business advisor to our clients and connections.
  • We strive to show passion for our work in helping clients achieve their goals and using our initiative to help solve problems.
  • But above all, we strive to be authentic and inclusive as part of our DNA.

What you get back from us;

  • Competitive salary
  • Study support package if applicable
  • Internal mentor and buddy system to support your career journey
  • Excellent personal development programmes to support career growth opportunities
  • Structured development as well as on the job practical training
  • Flexible benefits reward package
  • Access to our agile working policy
  • Working and learning directly from our Associate Partners and Partners
  • Ability to progress all the way to the top!

If you are an authentic, passionate CRM and Data Administrator who values relationships and wants to secure a role within a unique top 20 accountancy firm who offer great career prospects; we want to hear from you - find out more about Haines Watts at

We do not pay agency fees where speculative and unsolicited CV's are submitted to Haines Watts by any means. For any CV's that are submitted without instruction from Haines Watts reserves the right to contact and work directly with these candidates without payment of agency fees.