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Job Description

Insight Global is seeking a skilled CRM Systems and Contact Intelligence Manager to join an AM 200 law firm.The CRM Systems and Contact Intelligence Manager, based within the Knowledge Management Department, will lead the strategy, oversight, and evolution of the firms client and contact relationship technologies and data. This is a unique opportunity for an experienced professional to help shape and implement the right approach to CRM managementfrom optimizing current systems (InterAction) to evaluating and potentially transitioning to new, more advanced platforms that align with firm goals. The role will be responsible for maximizing the effectiveness of the firms relationship data, enabling attorneys to quickly identify connections between key individuals, companies, and business development opportunities. In addition to the CRM platform, the role includes oversight of integrated tools that support client communications and engagement analysis. This person will also oversee the firms Email Communications and Data Coordinator on day-to-day CRM related process and data quality efforts. The ideal candidate will bring an enterprise-level understanding of data, systems, and tools to help connect and improve contact intelligence across platforms firmwide. Working closely with key stakeholders, this person will help drive more holistic storytelling and analytics, ultimately strengthening client engagement and strategic decision-making.

Essential Functions & Responsibilities:

-Oversee all facets of the firms CRM system, InterAction, and related data management including, maintenance, research, reporting, training and support. This includes:

-Strategic System Growth and Integration Leadership

-Lead the utilization and expansion of the firms CRM system.

-Assess system improvements, evaluate system transitions/upgrades and lead any new implementations.

-Drive firm engagement and adoption of CRM through process development, messaging, and training.

-Collaborate with colleagues in other functional areas to advance the integration of CRM data with other firm business intelligence to yield more holistic analytics.

-Day-to-Day Systems and Process Management

Manage CRM Data Coordinator and all their process and quality control responsibilities.

-Manage processes around data updates, reporting, research and data entry.

-Drive ongoing data clean-up processes and maintenance by eliminating duplicate and invalid data, resolving discrepancies, verifying standardization of data and ensuring that required fields are populated.

-Stay apprised of latest contact management tools and trends, and identify novel and systematic ways to improve data quality and usage.

-Manage processes around distribution of electronic communications alerts, newsletters, invitations, etc.- in partnership with the firms -Marketing Communications Team.

-Manage system users and permissions.

-Training and Policy Improvement

-Provide database support and training to legal and non-legal end-users, including answering questions, troubleshooting problems, communicating policy, and teaching or instructing users regarding system functionality, data entry, and basic management.

-Develop and provide training on core and advanced system functionality. This would include the creation of documentation and tutorials on processes, policies, and systems configuration.

-Reporting and Analytics

-Generate analytical reports, using data visualization tools when impactful, to improve the firms understanding of contact engagement and opportunities.

-Generate client relationship intelligence reports for business development and lateral integration.

-Help manage and leverage specialized contact lists, like those of our firm alumni and top clients.

This role is hybrid, 2 days per week on-site in the firm's Philadelphia office.

Compensation:

$120K to $135K per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education. Benefits are provided.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Skills and Requirements

-Bachelors degree

-5-7 years of experience within a knowledge management department

-Law firm or professional services environment preferred null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].