CRM Specialist

New York, NY
Job Terms:
Start date:
Posted By:
Robin Legator

Job Description:

Amazing CRM Specialist Opportunity
The CRM Specialist is responsible for managing the firm's CRM platform (InterAction) in support of firm-wide marketing and business development efforts. 

Essential Functions: 

  • Performs data maintenance, including resolving data change management tickets, merging duplicate records, resolving data discrepancies, verifying standardization of data and processing bounce backs. 
  • Maintains all marketing, business development and event lists, and assists in developing and makes suggestions for improving targeted lists for various marketing and business development-related activities. 
  • Distributes marketing-related electronic communications to firm marketing lists using Vuture, the firm's email marketing software, and generates and analyzes analytics reports after sends. 
  • Helps establish and improve workflows and standards, policies, procedures and work instructions. 
  • Participates in internal marketing initiatives to strengthen and expand the firm's use of the CRM system. 
  • Assists in the exploration and testing of new features, configurations and third-party products. 
  • Stays abreast of relevant software updates, new technologies and best practices. 
  • Helps drive and oversee CRM initiatives developed by the marketing and business development team. 
  • Oversees and participates in the work performed by outside consultants on special projects. 
  • Participates in strategic planning sessions in order to continuously grow, improve and optimize the use of the CRM platform as an effective marketing and business development tool. 
  • Works closely and manages certain relationships with third-party software vendors and database consultants. 

Other Responsibilities: 
Performs other work-related duties as assigned. 

Bachelor's degree in a related field; or equivalent combination of education and experience. 

Experience and Skills Required: 

  • Minimum of five years of work experience in a related field; preferably within a law firm or professional services organization. 
  • Expertise in CRM software (must be InterAction). 
  • Knowledge of Vuture or similar email technology. 
  • Ability to think strategically, with a track record of problem solving and change management. 
  • Attention to detail in order to maintain the integrity of the CRM data. 
  • Ability to maintain a high level of confidentiality. 
  • Ability to work independently and with a team in an open office environment and the ability to communicate effectively with all levels of the firm. 
  • Flexibility – the work may require extended and irregular hours to perform the essential duties of the position.