CRM Technology Strategist

2 weeks ago

New York, New York, United States The Phoenix Group Full time
Job Title: CRM Technology Manager

At The Phoenix Group, we are seeking a highly skilled CRM Technology Manager to join our team. As a key member of our business development and marketing operations team, you will be responsible for leveraging technology to drive business growth and improve client relationships.

Responsibilities
  • Develop and Implement CRM Strategy: Design and implement a comprehensive CRM strategy that aligns with our business goals and objectives.
  • Optimize Technology Use: Optimize the use of technology, including generative AI, to improve knowledge sharing, efficiency, data quality, and the overall impact of CRM and BD operations.
  • Drive Adoption and Data Quality: Drive improvements in CRM system adoption, data accuracy, and client interaction.
  • Train and Support Teams: Design and deliver engaging training sessions for attorneys, BDMC, Legal Executive Assistants (LEAs), and other teams on CRM best practices.
  • Oversee Daily Operations: 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: Manage back-end processes and configurations to ensure optimal performance of marketing and BD technology systems, while supporting data integration with other firm systems.
  • Implement Automation: Reduce manual tasks through automation and improved system workflows.
  • Ensure Quality and Compliance: Ensure high-quality deliverables by applying rigorous quality control measures and implementing industry best practices for CRM governance and global compliance standards.
  • Collaborate with IT: Collaborate with the IT department to assess and enhance marketing and BD technology applications, identifying and implementing system upgrades and enhancements.
Qualifications
  • Education and 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.
  • CRM and Technology Expertise: Proven experience working with marketing and BD technologies, particularly CRM systems, preferably Microsoft Dynamics.
  • Leadership and Communication Skills: Demonstrated leadership experience, including managing a team, and excellent written and verbal communication skills.
  • Project Management and Time Management Skills: Strong time and project management skills, with the ability to handle multiple projects and deadlines across various stakeholders.
  • Attention to Detail and Proactivity: Exceptional attention to detail and a proactive, self-motivated approach to work.

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