CRM Specialist

Posted: 2 months ago

Our environment embraces and encourages positive-minded professionals who seek to be challenged and acquire knowledge and skills in an atmosphere built on teamwork. Highly skilled and knowledgeable Administrative Staff assist our attorneys in successfully meeting and exceeding client needs and are vital to the overall success of the Firm.

Job Description:
Maintain and administer client and other contact data in the Firm's global CRM system; distribute announcements, thought leadership, and event mailings; and produce reports on strategic contact information and mailing metrics. This position is within the Business Development & Communications department, and requires the Senior Coordinator to have a solid understanding of both the Firm's business and the technologies used by the team.

Primary Responsibilities and/or Essential functions:
" Master intricate processes, procedures and best practices to ensure the optimal functionality of InterAction and email marketing.
" Implement and oversee Firm announcement, thought leadership and event mailings, including campaigns with multiple mailings and those of particular complexity.
" Report on mailing analytics and develop recommendations for improved performance.
" Meet with stakeholders regarding their CRM and mailing initiatives, assuming PM responsibilities on select projects.
" Lead select projects, including working directly with stakeholders to define priorities and deadlines.
" Lead select data quality initiatives, including working directly with stakeholders to define priorities and deadlines.
" Oversee and QC the work product of other team members on select projects to ensure it is correct and error free.
" Monitor select mailboxes on a regular basis and execute appropriate action.
" Communicate questions that arise regarding contact information to stakeholders in order to resolve data conflicts.
" Understand compliance with international privacy policies.
" Provide CRM and mailing technology training to administrative support staff and attorneys, as needed.
" Enter contact data for attorneys on an as-needed basis.
" Proactively provide recommendations to improve and enhance current processes.
" Help maintain the standard guidelines created for the Firm's CRM.
" Monitor primary sources for contact updates as needed.
" Additional responsibilities may be added or adjusted as needed.

Knowledge, Skills & Abilities:
" Minimum 3+ years' hands-on experience in law firm strategic CRM systems, InterAction highly preferable.
" Strong proficiency in Vuture, Tikit and/or SharePoint a huge plus.
" Excellent oral and written communications skills.
" Solid understanding of legal and financial terminology and corporate structures a plus.
" Working knowledge of Windows and Windows software.
" High proficiency in Excel and data manipulation.
" Very comfortable with intense data entry and detail oriented tasks in a technical environment.
" Ability to use research tools available through the internet and the library.
" Previous proofreading experience a major plus.

Education/Certifications:
" College degree required

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