CRM Technology Strategist

4 weeks ago

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

About the Role

The Phoenix Group is seeking a highly skilled CRM Technology Manager to join our team. As a key member of our Business Development Technology team, you will be responsible for developing and implementing our CRM strategy, technical requirements, and processes to align with business goals.

Key Responsibilities

  • Leverage marketing and business development technologies to provide a comprehensive understanding of clients, empowering teams to anticipate needs and enhance cross-office collaboration.
  • Develop and document the firm's CRM strategy, technical requirements, and processes to align with business goals, expand the database, 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, 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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