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CRM Specialist

New York City, NY



The CRM Specialist is responsible for managing the firm's CRM platform (lnterAction) in support of firmwide 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.


Experience and Skills Required:
Minimum of four years of work experience in a related field; preferably with a law firm or professional services organization.
Expertise in CRM software (preferably 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.


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


 
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