
Customer Relationship Manager
3 days ago
Career Opportunity
As a seasoned professional, you will be responsible for overseeing the implementation and optimization of our customer relationship management system to drive business growth initiatives. Your role will involve collaborating with cross-functional teams to develop and execute a robust CRM strategy aligned with our firm's objectives.
- Develop and execute a comprehensive CRM strategy to enhance client relationships and service delivery.
- Foster a culture of data sharing among Partners, Counsels, and Executive Assistants through effective training and support.
- Collaborate with Business Development team and Legal Leadership to understand and respond to their special cases on CRM
Data Management:
- Oversee data collection, management, and analysis to ensure accurate client records and segmentation.
- Utilize data insights to inform marketing campaigns, focused new client acquisition, improve client services, and identify opportunities for growth.
Client Engagement:
- Design and implement targeted client engagement programs to foster long-term relationships and increase client satisfaction.
- Manage client feedback initiatives to assess service quality and implement changes based on client insights.
Collaboration and Training:
- Collaborate with various departments (e.g., marketing, business development, conflict management / risk) to integrate CRM tools into daily operations.
- Provide training and support to Legal Leaders, Business Development team, and EAs on CRM systems
Technology Management:
- Stay current on CRM technology trends and recommend enhancements to improve system capabilities.
- Explore and deploy use cases of adjacent technology such as ONA and Reputation Management.
Reporting and Metrics:
- Track and report on CRM performance metrics, providing actionable insights to leadership for strategic decision-making at Practice, Client, Initiative, and Opportunity Level
- Deploy FP&A- skills to drive Budgeting and Tracking on Sales.
- Recommend ways to increase return on investment on Business Development spends.
Qualifications:
- Bachelor's or Master's degree in Business Administration, Marketing, Engineering, Law, or a related field. Relevant certifications are a plus.
- 8-15 years of experience in managing CRM systems such as Salesforce or LexisNexis.
- Experience in global law firms, professional services firms, and partnership firms is an advantage.
Competencies (Skills & Attributes):
- Detail-oriented mindset with a focus on data integrity and accuracy. Ability to adapt to evolving technologies and learn new CRM systems quickly.
- Strong communication and interpersonal skills to effectively collaborate with cross-functional teams and stakeholders.
- Excellent leadership, communication, and interpersonal skills, with a proven ability to collaborate effectively across departments.
- Strategic thinker with strong project management skills and the ability to prioritize tasks effectively.
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