CRM Specialist

Description/Job Summary
The CRM Specialist is responsible for supporting the Firm's Business Development efforts by working collaboratively to develop and utilize CRM technology. Responsibilities include implementing and maintaining a client relationship management (CRM) database and other marketing technology platforms; assisting with developing database strategies and improvements; developing and implementing best practices throughout; training end users and troubleshooting issues.
Responsibilities/Duties
Implement, integrate and configure marketing technology tools, in collaboration with the Marketing Technology Manager; and provide strategic input
Manage, update and monitor the Firm's CRM database and related platforms; enter and modify data and evaluate, analyze, audit and utilize information in support of business initiatives
Develop and implement best practices for maintaining the accuracy and integrity of information included in the CRM/related platforms
Oversee development and maintenance of distribution lists, verification of contact information and researching undeliverable mail and e-mail bounce-backs
Develop and apply metrics/analytics for reporting purposes, generate reports and dashboards for data review, and identify trends and insights
Establish and maintain best practices for data entry, ensuring quality and comprehensiveness
Provide training to current and new users (including attorneys) of the CRM and other technologies, including relationships mapping and research tools, ensuring compliance in terms of data quality standards
Identify, track and resolve CRM and other technology issues, working closely with the Firm's IT department and outside vendors
Working with other team members, keep abreast of latest trends, best practices, data privacy regulations, developments and availability of new CRM and other marketing and business development technology
Work with other members of the BD team as well as other departments to help connect information resources to support business development needs
Support Business Development projects and other Firm initiatives as needed
Perform additional duties as needed
Required Skills
Minimum 4 plus years of relevant experience
Excellent data management and data manipulations skills
Must be flexible and willing to work additional hours as needed
Ability to work independently and collaboratively in a highly competitive and demanding environment
Strong attention to detail and self-motivated to produce accurate, timely and complete work product
Strong written and verbal communication skills
Excellent research and analytical abilities
Strong project management skills, initiative and the ability to manage multiple projects concurrently
Strong problem solving and analytical skills to make sound decisions, provide solutions or recommendations and escalate as appropriate
Ability to interact well and build professional relationships through networking and collaboration while maintaining a high level of customer service, diplomacy and discretion
Ability to effectively communicate and engage Partners, senior team members, Firm administrators and external vendor contacts as appropriate
Ability to anticipate requests for information essential to meet internal and external client needs appropriate to the role, providing exceptional customer service
Ability to quickly develop organizational astuteness and understand the Firm's culture, vision, policies and practices
Proficiency in MS Office programs such as Outlook, Word, and Excel, as well as marketing technologies, with particular emphasis on the ability to manipulate and manage technical data
Preferred Skills
Law Firm, Accounting and/or IT experience a plus
Experience with data conversions and data migration, HTML skills
Experience with (url removed), Microsoft Dynamics and/or InterAction
Required Education
Bachelor's degree required
Preferred Education
Major in Business, Economics, Finance, Technology or related field
Details
Salary Information
NY only: The estimated base salary range for this position is $90k to $115k at the time of posting.
The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is non-exempt meaning it is overtime pay eligible.
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