Responsibilities

• Owns the CRM platform (Intapp Deal Cloud) end to end – strategy, administration, configuration, enhancements, data architecture, and ongoing optimization - ensuring it effectively supports business development and client engagement. Leads the marketing data strategy and collaborates with IT to ensure technology investments align with business development priorities.
• Collects, analyzes, and interprets client, matter, and market data to identify trends, cross-selling opportunities, and growth prospects.
• Designs, maintains, and distributes dashboards, reports, and analytics that provide attorneys and firm leadership with actionable insights.
• Manages the vendor relationships as primary liaison for CRM, data enrichment, and marketing technology platforms, including evaluating new solutions, overseeing contacts, and ensuring alignment with firm needs.
• Collaborates with attorneys and client teams to leverage data and relationship intelligence to strengthen client engagement.
• Partners with marketing directors and finance to ensure seamless uses of Intapp Deal Cloud and marketing technologies across the firm.
• Support RFPs, pitches, and client presentations with data-driven insights, relationship mapping, and client intelligence.
• Develops and leads formal CRM and MarTech adoption programs, including training, documentation, change management, and usage metrics tracking, to drive meaningful adoption, ensure high-quality data, and translate insights into stronger client engagement and business development impact.
• Stays current on CRM and marketing technology best practices, recommending enhancements that increase efficiency and impact.
• Defines success metrics, adoption KPIs, and reporting frameworks to measure the impact of ROI and CRM and marketing technology investments.

Requirements

• Bachelor's degree in marketing, business, communications, information technology or related field required.
• 5–7 years of experience in marketing, business development, or CRM/database management within professional services; law firm or AmLaw experience strongly preferred.
• Strong knowledge of CRM systems (Intapp Deal Cloud preferred) and demonstrated ability to manage system administration, data governance, and reporting.
• Proven experience in leveraging data to support business development, client relationship management, and strategic decision-making.
• Excellent analytical, organizational, and problem-solving skills, with attention to detail and accuracy.
• Strong communication and interpersonal skills; ability to collaborate effectively with attorneys, staff, and leadership.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with reporting tools or business intelligence platforms a plus.
• Experience with Entegrata a plus.

Preferred

• Data-driven mindset with the ability to translate complex information into clear insights.
• Client-service orientation with a proactive approach to supporting attorney and practice needs.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong project management skills and ability to drive initiatives from start to finish.