Senior CRM Manager

Job Description:

• Maintain the firm’s CRM and EMS systems;
• Use knowledge of best practices and available tools to keep contact and company data accurate;
• Design and implement new reporting capabilities in CRM, based on Business Development requirements and reporting needs;
• Administer the use of and provide support for CRM and EMS applications, including campaign and template management, as well as email output creation and sends;
• Oversee EMS emails and other digital initiatives in support of the Firm’s digital marketing strategy and to enhance the brand of the Firm;
• Maintain and actively contribute to improving the Firm domain authority, by effectively managing bounce emails;
• Collaborate with Business Development colleagues to support all mailings, thought leadership and event campaigns;
• Lead and train Business Development, vendor teams and other users in multiple CRM-related actions and provide training as applicable;
• Coordinate internally with IT and externally with supporting third-party vendors to evaluate existing CRM and EMS related software applications and identify and implement solutions and upgrades or enhancements, including data migrations;
• Maintain back-end processes and settings to ensure optimal technical configuration of CRM and EMS systems;
• Support data integration projects with other Firm systems;
• Create and maintain data governance and privacy implementation plans as it pertains to the tasks of your team;
• Create and implement communication and training plans related to processes and system upgrades; Develop and maintain a comprehensive mailing calendar, aligning with Firm goals, for events and thought leadership, implementing segmentation where necessary; and
• Support and administration of additional related projects, digital content, resources, and other initiatives and programs for the Digital Marketing and Business Development teams as needed.

Job Requirements:

Proficiencies:

• Expert proficiency in CRM Systems (Salesforce, Intapp DealCloud and accompanying integrations) and related applications;
• Expert proficiency in EMS and marketing automation platforms (Pardot, Vuture, Dispatch);
• Expert proficiency in data hygiene and enrichment market offering;
• Advanced proficiency in Microsoft Office Suite, specifically Excel, Outlook, and Word;
• Excellent verbal and communication skills, including attention to detail and proofreading;
• Highly organized with the ability to prioritize multiple projects at any given time;
• Advanced knowledge of legal and professional services industry and related marketing;
• Advanced knowledge of marketing resources, principles, procedures, and concepts;
• Advanced knowledge of technical principals and best practices for electronic communications;
• Advanced knowledge of IT back-end systems and best practices; and
• Fundamental knowledge of HTML code and principles.

Qualifications:

• Bachelor’s degree;
• At least 10 years of experience working with and supporting office applications and data integrity/quality issues;
• At least 10 years of experience within a CRM software environment; and
• At least 10 years of experience within an eMarketing Solution suite environment.