Responsibilities

• Manage and maintain the Firm’s CRM ensuring the accuracy, consistency, and completeness of the data with a particular focus on top client records.
• Leverage the ERM system to identify, validate, and enrich CRM data, ensuring up-to-date and actionable information.
• Maintain quality standards by establishing a cadence and conducting regular audits and data cleansing activities.
• Conduct targeted research on executive moves and organizational changes at client and target companies using a variety of sources, identifying significant executive roles and providing reporting to the appropriate attorneys and/or Business Development teams.
• Update CRM records promptly to reflect key personnel changes and ensure the firm’s client intelligence is current and reliable.
• Collaborate closely with Marketing Technology and Business Development teams to generate targeted lists and reports for campaigns, events, and strategic initiatives.
• Design and create reports for CRM users to access and manipulate on their own.
• Support and aid in the development and execution of data-driven marketing and business development strategies.
• Act as first point of contact for Business Development and Marketing CRM users, providing guidance and best practices to maximize system adoption and data quality.
• Act as a CRM subject matter expert, troubleshooting user issues and concerns, escalating when appropriate.

Requirements

• Proficiency with CRM systems (InterAction strongly preferred) and experience with ERM platforms.
• Strong research skills and attention to detail, with the ability to synthesize and validate information from multiple sources.
• Excellent communication and collaboration skills, with a client service mindset.
• Ability to manage multiple priorities and work effectively in a fast-paced, team-oriented environment.
• Advanced proficiency in Microsoft Excel and familiarity with data reporting tools.
• Demonstrates effective interpersonal, written, and verbal communication skills to facilitate working relationships with others.
• Ability to administer Firm policies and procedures.
• Ability to handle multiple projects and shifting priorities.
• Ability to handle sensitive matters and maintain confidentiality.
• Ability to organize and prioritize work and delegate effectively.

Preferred

• - Proficiency with CRM systems (InterAction strongly preferred) and experience with ERM platforms.

Benefits

• The overall well-being of our team is important to us. We offer generous benefits to help you achieve wellness in all areas of your life.
• - Competitive salaries and year-end discretionary bonuses.
• - Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
• - Generous paid time off.
• - Paid leave options, including parental.
• - In-classroom, remote, and on-demand learning and professional development opportunities.
• - Robust well-being classes and programs.
• - Opportunities to give back and make an impact in local communities.