About the Role 

We are looking for a proactive and commercially minded CRM professional to help maximise the value of our client relationship management platform across a growing international professional services business operating in the UK, North and Latin America, Europe and India. 

This role exists to help strengthen commercial performance, client intelligence and pipeline visibility through effective CRM adoption, optimisation and insight. 

The role combines hands-on CRM administration with broader responsibility for improving data quality, reporting, user adoption and commercial decision-making. The successful candidate will work closely with operational, commercial and leadership teams to ensure the CRM supports business development, client management, opportunity tracking, forecasting and strategic growth. 

Success in this role will require someone who can confidently influence behaviours across a busy, commercially focused business, helping teams embed stronger CRM habits and more consistent ways of working. 

The business uses Insightly CRM; however, previous experience with Insightly specifically is not required. We welcome candidates with experience using other CRM platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot. 

Key Responsibilities 

CRM Administration & Support 

• Manage day-to-day administration of the CRM platform  

• Maintain user access, permissions, fields, layouts, and workflows  

• Support users with CRM queries, troubleshooting, and training  

• Coordinate data imports, exports, and cleansing activities  

• Monitor and improve data quality, consistency, and governance  

Reporting & Commercial Insight 

• Develop and maintain dashboards and reports for leadership teams  

• Support pipeline management, forecasting, and business development reporting  

• Produce CRM analytics and insights to support decision-making  

• Help improve visibility of client relationships, opportunities, and sector activity  

Process Improvement 

• Work with teams across the business to improve CRM processes and usage  

• Support rollout of new functionality, integrations, and enhancements  

• Document CRM processes, guidance, and best practice  

Adoption & behavioural change 

• Drive CRM adoption and consistent ways of working across teams and regions 

• Deliver practical training, guidance and coaching to users 

• Work with senior stakeholders to embed stronger CRM behaviours and better quality data capture 

Stakeholder Management 

• Work closely with business development, operations, finance, and leadership teams  

• Act as a key point of contact between users, management, and external CRM partners/vendors  

• Support wider operational and digital improvement initiatives  

Requirements

Skills & Experience 

Essential 

• Experience administering or managing a CRM platform  

• Strong understanding of CRM processes and data management  

• Experience producing reports and dashboards  

• Strong organisational and communication skills  

• Ability to work with both technical and non-technical stakeholders  

• Proactive, solutions-focused approach  

Desirable 

• Experience within a professional services or consultancy environment  

• Experience supporting CRM adoption or change initiatives  

• Knowledge of workflow automation and integrations  

• Familiarity with Power BI or similar reporting tools  

Systems Experience 

Experience with any major CRM platform is welcomed, including: 

• Insightly  

• Salesforce  

• Microsoft Dynamics 365  

• HubSpot  

Previous experience with Insightly is not essential. 

Benefits

Why join us

We believe in empowering our people and giving them the opportunities to shine. As an employee-owned company means that our team are dedicated and passionate about what they do, and that’s the reason why we are at the forefront of our industry.

Steer has 5 offices in the UK: London, Leeds, Hemel Hempstead, Manchester and Birmingham.

Steer is an equal opportunity employer and welcomes all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation, now or throughout your employment, please let us know.

We offer a competitive benefits package including:

• Private medical insurance and health screening
• Life assurance and group income protection
• Company pension scheme
• EAP and mental health first aiders
• 25 days annual leave and ability to buy and sell annual leave days,
• Season Ticket Loan/ Cycle to Work,
• Group Share Incentive Plan,
• Up to 5 days for volunteering activities,
• Free Mortgage Advice Service
• Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance).
• Learning and Development plan

Compensation

Steer is committed to ensuring that all its employees are compensated a fair, liveable wage. All initial compensation, regardless of location, may be subject to change as skills, abilities, internal equity and geographic location are taken into account.

In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Please review the benefits section for more information on total reward.

Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation.

Work Environment

All Steer employees seeking a full-time opportunity are encouraged to spend 60% of their time either in the office or on-site with clients. An employee’s typical work week consists of 37.5 hours (Hours, expectations, and exemption status will be adjusted for any applicant seeking a part-time opportunity.)

We understand that some may be dissuaded to apply based off their compatibility with the job description. That being said, we understand that not everyone is a perfect match on paper and encourage anyone to apply regardless of how much their work experience directly relates to the job description.

Part-time and flexible working applications will be considered.

Ready to apply?  Just complete our brief online application form and attach your CV and covering letter.