Crm Systems Manager

Profile

CRM Systems Manager
The candidate will lead and execute an environment of flexible data structures to meet evolving business needs, utilizing innovative custom development and workflows. Will identify and execute on improvements in automated data collection, validation and consolidation. Develop use cases and conduct testing of new processes and technology. Manage data governance processes and control data loss/overwriting/duplication. Balance automated and manual cleansing processes. Shift to a CRM user experience based on visualizations that demonstrate the value of relationships and marketing programs. Increase and improve firm/partner participation in data collection and utilization by surfacing valuable data in a meaningful, easy to use way. Proactively improve the quality of reporting and data by evaluating and identifying potential system enhancements. Support the marketing team with the development, implementation and training for current and new marketing technology tools. Work closely with internal stakeholders, industry consultants and outside vendors to develop, maintain and enhance firmwide marketing technology initiatives and software. Develop systems best practices and workflows, leveraging automation. Assist in training key firm personnel on CRM, marketing databases and tools; develop training resources, establish standards and checks for data integrity. System administration and maintenance tasks including: Release/critical updates audit and preparation. SSO/certificate expiration, IP management. Record/data/data-feed/integration management, event monitoring, access and troubleshooting. Creation/retirement of custom objects/fields. Field/structure utilization analysis, user analytics. Sandbox management and deployment planning. User account maintenance. Weekly report management. Create custom, complex, cross-object and cross-platform reports and dashboards using Salesforce, Marketo, Apsona, Power BI and internal data sources. Develop and fine tune reports to yield meaningful results based on changing business needs. Report using data from different systems and build templates for end users to self-serve. Determine best data source, set up reports and validate results. Work with business development partners to build meaningful dashboards for marketing, attorney and executive use. Report on complex client relationships with multiple parties of interest in a non-traditional, non-linear sales environment where the relationship is the ‘sale’. Assist in data analysis, train others to interpret/glean insights from data. Identify and retire reports/dashboards no longer in use. Participate in data governance and hygiene programs and projects. Marketing Automation / Email Campaigns (Marketo). Administer marketing automation system and related functions, including subscriber and list management, campaign management, forms, landing pages and workflow development/upkeep to ensure data quality and integrity. Understand and implement use of marketing automation best practices; reduce manual steps and processes, streamline and simplify routine tasks. Maintain and improve mailing list/campaign structure and segmentation. Maintain and improve reporting processes by account, contact and campaign. Maintain integration with website for subscriptions, registrations, gated content, landing pages, and tracking. Partner with events team to guide their self-service of the marketing automation system. Well-versed in current and evolving email/privacy best practices.

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