Data Specialist

- Play a leading role in the migration from InterAction to Intapp DealCloud, working closely with the New York CRM team to support a smooth and successful transition - Act as the London office subject-matter expert during and after migration, owning issues, queries and data-related problem-solving - Support the integration and adoption of DealCloud across the office, ensuring consistency with firm-wide standards - Provide partner-facing, one-to-one support, demonstrating the value of the CRM in terms of relationship intelligence, who knows who insights, relationship strength and BD activity tracking - Train the Business Development team, secretaries and fee earners on best-practice use of DealCloud, tailoring guidance to different user groups and levels of engagement - Act as a trusted adviser to users on CRM functionality, data quality, and effective usage - Ensure CRM data is accurate, complete and up to date at all times - Institute and enforce best practices for data entry, maintenance and governance within DealCloud - Maintain clear guidelines, processes and documentation, working in close alignment with the New York CRM team - Maintain and cleanse mailing lists and contact records, including identifying and resolving duplicate records and data errors - Research and verify changes to contact details (e.g. moves, mergers, name changes) - Ensure consistency across contact and company records - Enter new contacts into DealCloud, ensuring correct formatting and adherence to firm data standards - Generate searches, reports and lists to support Business Development activity - Streamline access to CRM data and improve data sharing across the BD team - Support the firms compliance with GDPR and other relevant data protection requirements in relation to CRM data