Ref ID: 04130-0012094303

Classification: ERP/CRM Consultant

Compensation: $120000.00 to $140000.00 yearly

 Provides leadership for all aspects of the CRM, Marketing and Sales systems to technical staff and Client Development, by hosting weekly meetings, developing, and maintaining a system project/task list, and conducting follow-up to oversee progress on project/task list items.

 Provides project management leadership for system and add-on modules, implementations, and upgrades.

 Reviews and analyzes requests for system design changes to determine technical feasibility and impact to overall system design and functionality and makes recommendations accordingly.

 Monitors use of the system and promotes the benefits to staff through reports, attorney and secretarial presentations, intranet postings, and training.

 Oversees the process of integrating data from other firm business systems (HRIS, Client/Matter system, New Business Intake system) into the CRM system (such as lawyer affiliations, alumni data, client/matter data and all other data integrations).

 Manages special projects related to the supported systems.

 Makes recommendations with respect to the evaluation, selection, implementation, and maintenance of CRM, Marketing and Sales systems and add-on modules.

• Assists Client Development with developing, supporting, and documenting business processes and procedures relevant to their use of the firm’s systems.

• Directs the staff in managing system data by establishing data standards and developing processes and procedures for maintaining the data according to those standards. Monitors communication of data standards to end users.

• Manages staff by scheduling coverage of work, providing feedback on performance, conducting performance evaluations, and conducting coaching / counseling sessions when performance improvement is needed.

• Provides training to the department and provides direction to I.T. Trainers with respect to the development and delivery of training on the supported systems.

• Monitors vendor product development and emerging trends in CRM technologies, and serves as the firm’s primary point of contact for CRM system related vendors and consultants.

• Bachelor’s degree preferred

• A minimum of 5 years in an information systems or project management leadership role

• PMP Certification preferred.

• Knowledge of and at least 5 years’ experience working with software focused on CRM, marketing automation and analytics supporting a Client Development or Sales organization.

• Ability to write and understand complex SQL queries to develop or troubleshoot system features.

• Familiarity with key firm business processes, including client development, accounting, human resources, business development, and new business intake.

• Exposure to business development activities.

• Familiarity with the services delivered by the I.T. department.