Client Book (InterAction) Advisor - FTC

Resource Solutions ,
London, Greater London
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Overview

Linklaters From a shifting geopolitical landscape to the exponential growth in FinTech, this is a time of unprecedented change. At Linklaters, we’re ready. Our people go further to support our clients, with market-leading legal insight and innovation. And we go further for each other, too. We’re people you want to work with, generous with our time and ready to help. So no matter what the future holds, with us you’ll be one step ahead. Great change is here, and we make sure you're ready. Purpose: Linklaters’ vision is to be the 'best in class’ law firm, aligned with our clients wherever they need us to be. Our BD & Marketing teams are fundamental to building truly global client relationships with the world’s leading companies and financial institutions. These relationships ensure that we continue to attract the most important and challenging assignments to the firm. This role sits in the Marketing Operations team, supporting a project team responsible for rolling out a new version of Client Book (InterAction) to the practice and BD & Marketing. With the ability to work within a professional, dynamic and high-volume environment, this person is a crucial resource who will work closely with the lawyers, secretaries, BD & Marketing and the Client Book Super User Network to support a successful rollout. They will also support the adoption and promote the usage of Client Book as a Business Development tool by demonstrating the value it brings to our business. Key responsibilities and challenges: This role is primarily focussed on working with the practice and BD & Marketing to successfully rollout the new version of Client Book and increase user engagement. In particular, the advisor will focus on the following: Delivering presentations relating to Client Book to the practice and BD & Marketing Work closely with the CRM Tech & Engagement Advisor and the wider project team to ensure a successful installation of the tool on user devices by floor walking and meeting with users desk-side Meeting with secretaries, lawyers and BD & Marketing to provide a demonstration of the tool’s new features and benefits Provide desk-based support to users, specifically around answering questions, resolving simple technical and training queries Sharing best practice guidance on how Client Book can support the work users do with a view of increasing user engagement Spotting opportunities across the business where Client Book can add value through building effective relationships with users Proactively check-in with the practice to gather user feedback including ideas for tool enhancements and success stories Regularly attend project team meetings to report back on the progress, flag issues, share user feedback and success stories Support the CRM Tech & Engagement Advisor with answering Client Book queries, drafting training materials and communications Escalate any tech issues to the Technology team Essential practical experience: Understanding of partnership environment Good knowledge of Client Book with understanding of how it can support business development Experience of delivering training to small groups and on a one-to-one basis Good English written skills, e.g. creating training material and email communication

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