CRM & Client Intelligence Manager

Responsibilities

• Own and manage the firm’s InterAction CRM, including data quality, workflows, integrations, reporting, upgrades, and ongoing improvements.
• Put CRM, technology, data, and AI to work in support of the firm’s marketing, business development, and client service priorities.
• Help lawyers and Client Relations professionals understand relationships, identify opportunities, track business development activity, and make informed decisions.
• Build a culture where people understand why CRM matters and how good relationship data helps us serve clients, build relationships, and grow the firm.
• Help lawyers, legal assistants, and Client Relations professionals get more value from our client, prospect, contact, and relationship information.
• Develop useful dashboards, reports, and analytics that give lawyers, client teams, industry groups, and firm leaders better insight into clients, relationships, and opportunities.
• Find practical ways to use AI to support marketing, business development, client intelligence, research, reporting, and day-to-day work.
• Work closely with Knowledge Management and IT on integrations, data, AI, and technology projects that cross departments.
• Find ways to simplify processes, automate repetitive work, and give people more time to focus on clients, relationships, and higher-value work.
• Provide practical training and hands-on support that helps people get comfortable using CRM, AI, and other tools.

Requirements

• 5+ years of experience with CRM, marketing technology, client intelligence, business intelligence, data analytics, or related work. Law firm or professional services experience is preferred.
• InterAction experience strongly preferred.
• Strong technology and analytical skills, including experience with data quality, reporting, dashboards, Excel, and AI tools.
• An understanding of how technology and data can support marketing, business development, client service, and firm growth.
• Genuine curiosity about AI and new technology, along with good judgment about where it can make a difference.
• Ability to understand what someone is trying to accomplish and find a practical technology, data, or process solution.
• Strong communication, project management, and problem-solving skills.
• Ability to build relationships and work comfortably with lawyers, legal assistants, senior leaders, technical teams, and outside vendors.
• A strong client-service mindset and a willingness to jump in and help.
• Curious, proactive, adaptable, and always looking for a better way to do things.

Benefits

• Schwabe, Williamson & Wyatt provides a team-oriented working environment, offering competitive salaries and excellent benefits including medical, dental, life, LTD, 401(k)/profit sharing, tuition reimbursement, Employee Assistance Programs, transit subsidy, paid holidays, vacation, and sick time off.