Location: Multiple Locations | Hybrid
Salary Range: $120,000 – $135,000 | DOE
Schedule: Full-time | Monday-Friday
About the Role
Our client, a leader in the professional services industry, is seeking a dynamic CRM Systems and Contact Intelligence Manager to lead the strategy, optimization, and innovation of their firmwide client relationship management (CRM) systems. This high-impact role sits within the Knowledge Management Department and offers a unique opportunity to enhance the firm’s data-driven decision-making, client engagement, and business development efforts.
If you’re passionate about leveraging technology, data, and relationships to drive strategic value, we invite you to apply and help shape the future of CRM strategy and contact intelligence at this forward-thinking organization.
The CRM Intelligence Manager can sit in any of the following locations: Boston, MA, Chesterbrook, PA, Minneapolis, MN, Pittsburgh, PA, Los Angeles, CA, New York, NY, Wilmington, DE, Chicago, IL, Philadelphia, PA, Princeton, NJ, West Palm Beach, FL, Irvine, CA, Baltimore, MD, Harrisburg, PA, Newark, NJ, Miami, FL, Washington, DC, Ft. Lauderdale, FL.
Required Qualifications
- Bachelor’s degree in a related field.
- 5–7 years of experience in a knowledge management, CRM management, or business development operations role within a law firm or professional services environment.
- Proven project management and team leadership experience.
- Proficiency with CRM software, including InterAction, and familiarity with email campaign platforms like Vuture or similar.
- Strong understanding of data integrity, system integration, and contact lifecycle management.
- Ability to communicate effectively, with a positive and client-focused attitude.
- Strategic thinker with strong analytical, collaboration, and problem-solving abilities.
- Capable of managing multiple high-priority initiatives in a deadline-driven environment.
- A passion for legal innovation, data storytelling, and process improvement.
Key Responsibilities
CRM Strategy, Innovation, and System Oversight
- Lead firmwide management of the CRM platform (InterAction) and oversee all aspects of data quality, reporting, research, training, and system maintenance.
- Develop and execute a long-term strategy to enhance the use of CRM tools for business development, marketing communications, and client relationship tracking.
- Assess opportunities for CRM system upgrades or transitions to more advanced platforms in alignment with firm goals.
- Drive firmwide engagement and adoption through training programs, strategic messaging, and process improvement.
Data Management & Technology Integration
- Supervise the CRM Data Coordinator and oversee daily data operations, including updates, cleansing, validation, and integration.
- Maintain high-quality data by standardizing entries, removing duplicates, and resolving inconsistencies.
- Collaborate with cross-functional teams to align CRM with broader business intelligence platforms and data analytics tools.
Client Communications & CRM Analytics
- Oversee electronic communications processes, including alerts, newsletters, and invitations in collaboration with the Marketing Communications Team.
- Analyze relationship trends and engagement using reporting tools and data visualization platforms.
- Create and manage custom contact intelligence reports, such as alumni engagement and top client tracking.
Training, Support, and Policy Development
- Deliver user-friendly CRM training and technical support to legal and administrative professionals.
- Develop documentation, tutorials, and policy guidance to ensure best practices for CRM use across the firm.
- Champion a client-centric, data-informed culture that fosters innovation and collaboration.
Apply Now
Take the next step in your CRM and data strategy career with a firm that values collaboration, innovation, and client success. If you’re ready to lead CRM transformation and unlock the power of contact intelligence, apply today for the chance to make your mark in this evolving industry.
Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.
