CRM Technology Manager
22 hours ago
Responsibilities
- Leverage marketing and business development technologies to provide a comprehensive understanding of clients, empowering teams to anticipate needs, enhance cross-office collaboration, and support strategic growth initiatives.
- Develop and document the firm's CRM strategy, technical requirements, and processes to align with business goals, expand the database, boost engagement, and generate actionable insights from reports.
- Optimize the use of technology, including generative AI, and standardize processes to improve knowledge sharing, efficiency, data quality, and the overall impact of CRM and BD operations.
- Drive improvements in CRM system adoption, data accuracy, and client interaction.
- Design and deliver engaging training sessions for attorneys, BDMC, Legal Executive Assistants (LEAs), and other teams on CRM best practices.
- Oversee the BD Technology team's daily operations, ensuring timely handling of requests, managing long-term assignments, troubleshooting technical issues, and evaluating team performance.
- Manage back-end processes and configurations to ensure optimal performance of marketing and BD technology systems, while supporting data integration with other firm systems.
- Reduce manual tasks through automation and improved system workflows.
- Ensure high-quality deliverables by applying rigorous quality control measures.
- Implement and maintain industry best practices for CRM governance and global compliance standards.
- Collaborate with the IT department to assess and enhance marketing and BD technology applications, identifying and implementing system upgrades and enhancements.
Qualifications
- Education/Experience:
- Bachelor's degree with a minimum of 6+ years of experience in business development, marketing, or technology, ideally within the legal or professional services sector.
- Proven experience working with marketing and BD technologies, particularly CRM systems, preferably Microsoft Dynamics.
- Ability to effectively translate user needs into technology solutions.
- Strong time and project management skills, with the ability to handle multiple projects and deadlines across various stakeholders.
- Familiarity with Foundation and Vuture is a plus but not required.
- Experience in developing and implementing best practices and new processes.
- Exceptional attention to detail.
- Demonstrated leadership experience, including managing a team.
- Excellent written and verbal communication skills.
- Proactive, self-motivated, and collaborative with a hands-on approach.
- Able to work effectively in a team environment and engage with senior partners and lawyers.
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