Office Location:
Can be based out of either our Winchester, Leeds or Newcastle office
Working model:
Hybrid (2 days working from home)
Who are Christie & Co?
We’re the leading specialist advisor for buying and selling businesses in our sectors - hotels, pubs, restaurants, childcare, healthcare, convenience retail, leisure and medical.
Where we work
We employ the largest team of sector specialists in the UK and the largest group of hotel specialists in Europe, providing professional brokerage and advisory services from offices in major cities across Britain and Europe. And because we’ve been doing this for over 80 years, we know our sectors and local markets inside out. We work closely with our clients to guide and conclude transactions of any size, covering restaurants and pubs, hotels, leisure, forecourts and convenience retail businesses, social care and elderly care, childcare & education facilities, dental practices and pharmacies.
Purpose of the Role
This role forms an integral part of the Christie & Co Pubs & Restaurants Brokerage Team and is responsible for maintaining the quality, accuracy and integrity of data within our Salesforce-based Customer Relationship Management system (IBIS).
The importance of clean, accurate and up-to-date data is paramount to the success of the team in identifying new business opportunities, securing sales instructions and connecting with prospective buyers. As such, this role plays a direct part in supporting the commercial performance of the division by ensuring that brokers have access to reliable information that enables targeted business development activity, market intelligence and client engagement.
The successful candidate will become the primary custodian of records within IBIS, undertaking comprehensive research across multiple data sources to ensure that ownership, contact and property information remains accurate, current and actionable.
About the Team
Our dedicated pubs and restaurants team, which operates across 11 UK offices and represents the largest specialist advisory group in the country, continues to support clients with unrivalled local market knowledge and national sector insight.
Duties and Responsibilities
- Review, maintain and update records within IBIS (CRM), ensuring all information is accurate, complete and up to date.
- Conduct data verification and research using a variety of sources, including Nimbus Maps, Companies House, HM Land Registry, Google, social media platforms, third-party databases and other online resources.
- Research and validate property ownership, company structures and associated stakeholder information.
- Match and link properties, owners and companies to ensure accurate relationship mapping within the CRM.
- Identify, investigate and merge duplicate records to maintain data integrity.
- Create new records and update existing records as required, ensuring adherence to data quality standards.
- Archive or amend records that are no longer valid, maintaining an accurate and relevant database.
- Liaise with colleagues across the business to obtain, verify and update essential CRM data.
- Produce and distribute CRM reports in a variety of formats to support business activities and decision-making.
- Gather and consolidate information from internal teams to ensure IBIS (CRM) reflects the most current market and client intelligence.
- Monitor and maintain data quality within IBIS (CRM), ensuring the system provides reliable information for reporting, analytics, market research and strategic decision-making.
- Support continuous improvements to CRM data management processes and best practices.
Working Relationships and Contacts
You will report direct to the sector’s Regional Director. You will also have direct contact with the wider team.
Skills and Experience
- Experience in CRM data management, data quality assurance, reporting, and research;
- High level of accuracy and attention to detail when processing, validating, and maintaining data.
- Proficient in Microsoft 365 applications, particularly Excel.
- Experience maintaining accurate records and working with large datasets;
- Familiarity with tools such as Microsoft Copilot, ChatGPT, or AI-assisted data cleansing/reporting of AI tools
- Knowledge of the property industry is desirable.
Personal Characteristics
- Strong verbal and written communication skills;
- Self-motivated with the ability to work independently;
- Uses initiative and demonstrates strong problem-solving skills;
- Excellent organisational and time management skills;
- Polite, professional, and approachable;
- Highly organised, proactive, and detail-oriented, with a strong focus on accuracy;
- Enjoys working in a fast-paced environment;
- Flexible and adaptable, responding positively to change;
- Strong team player with a collaborative approach;
- Able to work effectively under pressure and meet deadlines.
What we offer you
- Discretionary company performance bonus
- Holiday carryover & additional Christmas leave
- Life assurance
- Employee wellbeing assistance via Plumm
- Cycle to work scheme
- “Recommend a Friend” employee referral bonus
- Enhanced parental leave
Note about sponsorship
We will not be able to sponsor for this position and therefore only invite candidates permanently settled in the UK, if you require a visa now or in the future, we will not be able to consider your application
Christie & Co is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation.
We are an inclusive organisation and actively promote equality of opportunity for all with the right mix of talent, skills and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.
#J-18808-Ljbffr