Responsibilities

• Lead Brattle’s marketing technology ecosystem, including CRM (InterAction), ERM, website CMS (WordPress), email marketing (Vuture), and event management (Cvent), ensuring alignment with marketing and business development objectives.
• Oversee the integration of CRM/ERM with other critical systems (financial data, experience management) to enable seamless access to client intelligence, including relationship networks, client activity, and engagement history.
• Oversee the day-to-day work of the CRM Specialist and cross-functional contributors, while supporting their ongoing development.
• Lead the evaluation and implementation of AI solutions to enhance workflows, improve efficiency, and advance marketing capabilities across the firm, including improving access to data across systems.
• Drive the selection, implementation, integration, and continuous enhancement of marketing platforms and tools to support evolving business needs.
• Establish and oversee data governance, quality standards, and privacy compliance (GDPR, CCPA), ensuring data integrity, consistency, and security across all systems, with a focus on maintaining accurate and usable client data.
• Serve as a subject matter expert and strategic advisor, promoting best practices, standardizing workflows, and maximizing the value and ROI of marketing technology investments, including evaluating opportunities to streamline the technology stack.
• Lead user enablement and adoption efforts through training, documentation, and stakeholder engagement across the firm.
• Monitor emerging marketing technology trends and innovations, including AI-driven capabilities, to enhance firmwide marketing performance.
• Lead CRM/ERM strategy and oversee day-to-day platform operations, including system administration, configuration, governance, and relationship mapping as a core capability.

Requirements

• Bachelor's degree in Business, Marketing, Information Systems, Data Management, or a related field. Master’s degree preferred.
• 8+ years of experience managing marketing technology platforms, with demonstrated expertise in CRM, ERM, marketing automation, CMS, and analytics systems, within a professional services or consulting environment is strongly preferred.
• Experience building or leveraging client/relationship intelligence systems to support business development, including improving visibility into client relationships.
• Experience managing and developing team members, including setting priorities, providing feedback, and supporting professional growth.
• Demonstrated ability to translate data into actionable insights for BD teams and senior stakeholders.
• Familiarity with pipeline management and opportunity tracking approaches in professional services environments.
• Strong understanding of data management, integration, and governance best practices.
• Experience evaluating and implementing AI-driven marketing tools and automation platforms to improve efficiency and performance.
• Proven ability to lead platform implementation projects from concept to execution.
• Excellent communication, project management, and stakeholder engagement skills.

Preferred

• Master’s degree preferred.
• Relevant certifications or training in CRM administration, data governance, marketing technology, business intelligence, or database management preferred.

Benefits

• Brattle offers a competitive benefits package, base salary, and bonus program for eligible roles based on individual and firm performance.