CRM System Administrator

3 weeks ago

Atlanta, United States Secretariat Advisors LLC Full time
Job Description:

ABOUT THE FIRM

Secretariat professionals are trusted in the highest-stakes legal, risk, and regulatory matters around the world.

When you join Secretariat, you become part of a rapidly growing elite team of bright minds and passionate problem-solvers. Your skills and expertise will be utilized on day one - working with the world's most renowned law firms, leading corporations, and influential institutions to answer complex questions that shape critical financial, economic, and strategic business decisions.

Our globally integrated teams are united by the ambition, energy, and commitment they bring to every challenge. We inspire and empower an open, collaborative culture that embraces ongoing professional development, recognition, diversity, and - most importantly - you.

Make your impact at Secretariat.

ABOUT THE ROLE

We are seeking a DealCloud CRM System Administrator to join our team.

The DealCloud Customer Relationship Management (CRM) System Administrator will be responsible for managing and customizing the CRM platform to meet the company's needs, ensuring optimal performance, data integrity, and security of the CRM data base system. This professional will support Managing Directors and members of the Operations and Marketing/Business Development teams.

Responsibilities:
  • Serve as the company's central resource responsible for successful maintenance of DealCloud CRM data and analysis, including to provide system administration support, administer user permissions, and develop custom objects, reporting, and workflows
  • Update CRM data as necessary to integrate client and company data for new Managing Directors join the company
  • Provide proactive and reactive data management support and training to users, including assisting with dashboards and system related user questions/troubleshooting
  • Define and maintain database design and system rules with focus on deep understanding of data integrity and the normalization of data within the CRM system, and review and update data integrity policies, as needed
  • Routinely monitor and audit system data changes and review and analyze audit logs and reports to identify anomalies, errors, or violation of data integrity rules
  • Routinely perform data validation and cleansing to detect and correct system data errors or inconsistencies using manual inspection, automated scripts, or third-party tools for data standardization, normalization, deduplication, or enrichment
  • Determine, enforce and document database policies, procedures and standards
  • Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards
  • Monitor database performance, implement changes and apply new patches and versions when required
  • Collaborate with the Operations and Marketing/Business Development teams to coordinate and support CRM integrations with other relevant systems, third-party apps/add-ons, plug-ins, and email marketing tools.
  • Maintain familiarity with the capabilities, limitations, and best practices related to the CRM systems and factor them into day-to-day activities of the company
  • Perform email address extraction from online sources for contact data management and validation and assist with importing and onboarding new contacts
Requirements:
  • 2+ years' experience implementing and customizing DealCloud to fit the needs of various Operations and Business Development/Marketing teams in a legal or professional services firm
  • Hands-on experience with database standards and end user applications
  • Ability to administer and configure a CRM system (custom objects, workflows, permissions, integrations, etc.)
  • Familiarity with automating business processes, creating reports/dashboards, and data analysis/modeling
  • Familiarity with automated tools used to extract email addresses from online sources for contact data management and validation
  • Strong communication, collaboration, and problem-solving skills
  • DealCloud.com certification, experience with SOQL/Workbench, or familiarity with integrated marketing/automation tools such as Dispatch, MailChimp, Outreach, Hubspot, or Netsuite preferred
  • Practical knowledge of how to create, implement and support Object creation, Reporting tools and email marketing tools including, Dispatch, MailChimp, Outreach, Hubspot or Netsuite
  • Ability to participate in multiple high priority projects and initiatives simultaneously
  • Excellent verbal and written business communication skills, with demonstrated ability to exercise good judgment and make sound decisions while maintaining a customer service-oriented manner
  • Ability to apply critical thinking in evaluating different conflicts scenarios or outcomes, and be adaptable to changes in the procedures or direction
  • Ability to identify data integrity issues and timely resolve them appropriately


Secretariat is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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