CRM Technology Manager

Responsibilities

• Leverage marketing and business development technologies to provide a comprehensive understanding of clients, empowering teams to anticipate needs, enhance cross-office collaboration, and support strategic growth initiatives.
• Develop and document the firm's CRM strategy, technical requirements, and processes to align with business goals, expand the database, boost engagement, and generate actionable insights from reports.
• Optimize the use of technology, including generative AI, and standardize processes to improve knowledge sharing, efficiency, data quality, and the overall impact of CRM and BD operations.
• Drive improvements in CRM system adoption, data accuracy, and client interaction.
• Design and deliver engaging training sessions for attorneys, BDMC, Legal Executive Assistants (LEAs), and other teams on CRM best practices.
• Oversee the BD Technology team's daily operations, ensuring timely handling of requests, managing long-term assignments, troubleshooting technical issues, and evaluating team performance.
• Manage back-end processes and configurations to ensure optimal performance of marketing and BD technology systems, while supporting data integration with other firm systems.
• Reduce manual tasks through automation and improved system workflows.
• Ensure high-quality deliverables by applying rigorous quality control measures.
• Implement and maintain industry best practices for CRM governance and global compliance standards.
• Collaborate with the IT department to assess and enhance marketing and BD technology applications, identifying and implementing system upgrades and enhancements.

Qualifications

• Education/Experience :
• Bachelor's degree with a minimum of 6+ years of experience in business development, marketing, or technology, ideally within the legal or professional services sector.
• Proven experience working with marketing and BD technologies, particularly CRM systems, preferably Microsoft Dynamics.
• Ability to effectively translate user needs into technology solutions.
• Strong time and project management skills, with the ability to handle multiple projects and deadlines across various stakeholders.
• Familiarity with Foundation and Vuture is a plus but not required.
• Experience in developing and implementing best practices and new processes.
• Exceptional attention to detail.
• Demonstrated leadership experience, including managing a team.
• Excellent written and verbal communication skills.
• Proactive, self-motivated, and collaborative with a hands-on approach.
• Able to work effectively in a team environment and engage with senior partners and lawyers.