CRM Specialist

Description/Job Summary

The CRM Specialist is responsible for supporting the Firm's Business Development efforts by working collaboratively to develop and utilize CRM technology. Responsibilities include implementing and maintaining a client relationship management (CRM) database and other marketing technology platforms; assisting with developing database strategies and improvements; developing and implementing best practices throughout; training end users and troubleshooting issues.
Responsibilities/Duties

Implement, integrate and configure marketing technology tools, in collaboration with the Marketing Technology Manager; and provide strategic input

Manage, update and monitor the Firm's CRM database and related platforms; enter and modify data and evaluate, analyze, audit and utilize information in support of business initiatives

Develop and implement best practices for maintaining the accuracy and integrity of information included in the CRM/related platforms

Oversee development and maintenance of distribution lists, verification of contact information and researching undeliverable mail and e-mail bounce-backs

Develop and apply metrics/analytics for reporting purposes, generate reports and dashboards for data review, and identify trends and insights

Establish and maintain best practices for data entry, ensuring quality and comprehensiveness

Provide training to current and new users (including attorneys) of the CRM and other technologies, including relationships mapping and research tools, ensuring compliance in terms of data quality standards

Identify, track and resolve CRM and other technology issues, working closely with the Firm's IT department and outside vendors

Working with other team members, keep abreast of latest trends, best practices, data privacy regulations, developments and availability of new CRM and other marketing and business development technology

Work with other members of the BD team as well as other departments to help connect information resources to support business development needs

Support Business Development projects and other Firm initiatives as needed

Perform additional duties as needed

Required Skills

Minimum 4 plus years of relevant experience

Excellent data management and data manipulations skills

Must be flexible and willing to work additional hours as needed

Ability to work independently and collaboratively in a highly competitive and demanding environment

Strong attention to detail and self-motivated to produce accurate, timely and complete work product

Strong written and verbal communication skills

Excellent research and analytical abilities

Strong project management skills, initiative and the ability to manage multiple projects concurrently

Strong problem solving and analytical skills to make sound decisions, provide solutions or recommendations and escalate as appropriate

Ability to interact well and build professional relationships through networking and collaboration while maintaining a high level of customer service, diplomacy and discretion

Ability to effectively communicate and engage Partners, senior team members, Firm administrators and external vendor contacts as appropriate

Ability to anticipate requests for information essential to meet internal and external client needs appropriate to the role, providing exceptional customer service

Ability to quickly develop organizational astuteness and understand the Firm's culture, vision, policies and practices

Proficiency in MS Office programs such as Outlook, Word, and Excel, as well as marketing technologies, with particular emphasis on the ability to manipulate and manage technical data

Preferred Skills

Law Firm, Accounting and/or IT experience a plus

Experience with data conversions and data migration, HTML skills

Experience with (url removed), Microsoft Dynamics and/or InterAction

Required Education

Bachelor's degree required

Preferred Education

Major in Business, Economics, Finance, Technology or related field

Details

Salary Information

NY only: The estimated base salary range for this position is $90k to $115k at the time of posting.

The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is non-exempt meaning it is overtime pay eligible.

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