Due to continued growth, we are seeking a methodical and detail-focused CRM & Data Operations Executive to support our day-to-day case management and data processes.
This role is ideal for someone experienced in data handling, CRM administration, reporting, and operational support, who enjoys working with structured data and supporting case progression within a busy operational environment.
This is a data and systems-focused operational role, not a customer service or sales position.
The RoleKey responsibilities include:
*Uploading and managing daily CRM data imports and bulk updates
*Supporting batch case progression and operational workflows
*Maintaining accurate and clean client data records across large datasets
*Preparing and managing data for operational and campaign activity
*Producing case progression and performance overview reports
*Supporting teams with CRM data extraction and updates
*Monitoring case movement and identifying data inconsistencies
*Assisting with improvements in CRM and data workflows
*Supporting management reporting and operational performance tracking
About YouWe are looking for someone who:
*Has strong Excel skills, including formulas, lookups, filtering and pivot tables
*Has experience working with CRM or case management systems, or can learn new systems quickly
*Is confident working with large data sets
*Has strong attention to detail and data accuracy
*Is methodical, organised, and process-driven
*Works well in a fast-paced operational environment
*Takes ownership of data quality and operational accuracy
Graduate Applications WelcomeWe also welcome applications from graduates with strong analytical and Excel skills who are looking to build experience within a regulated financial services environment. Training and support will be provided for candidates with the right aptitude and mindset.
Desirable Experience(Not essential but advantageous)
*Experience in financial services or claims management
*Experience working with databases or structured data systems
*Experience preparing data for email or outbound campaigns
*Experience producing operational or management reports
Why Work at Red Star?*Join a well-established, FCA-regulated business
*Be part of a growing and stable operation
*Support a fast-growing claims division
*Manchester City Centre office location
*Opportunities to develop operational and analytical skills
*Friendly, supportive working environment
Working Hours*Office-based role
*38 hours per week
*Working hours structured flexibly across the week by agreement
Additional Information*References will be requested
*Employment subject to background and compliance checks
*Office-based role in Manchester City Centre
*Excel competency may be assessed during interview