Senior CRM Project Manager

  • New York, NY
  • Posted 1 day ago | Updated 1 day ago

Overview

On Site
$154,000 - $175,000
Full Time

Skills

8 years experience in CRM management
database systems or marketing technology
professional services industry
Hands-on experience with Intapp DealCloud (configuration
reporting
workflows and integrations)
strong project management skills
experience managing timelines
priorities and stakeholders
PMP or similar certification a plus
Advanced proficiency in Microsoft Office Suite
especially Excel (formulas
data functions and manipulation)
Experience with data analytics
reporting tools and API integrations
Bachelors degree

Job Details

Note to be considered, you MUST have Hands-on experience with Intapp DealCloud (configuration, reporting, workflows and integrations).

Senior CRM Project Manager to join our client's Business Development and Marketing team to help drive adoption and optimization of recently implemented Intapp DealCloud platform across the firm. Some of your responsibilities will include:

  • Serve as a day-to-day project lead for the firm s CRM system (DealCloud), working closely with digital, BD, marketing and IT teams;
  • Manage CRM-related projects, including system enhancements, integrations, reporting tools and new functionality;
  • Translate business requirements into technical solutions, coordinating with IT, vendors and stakeholders;
  • Drive user adoption through training, communications, and responsive support for lawyers, business development and professional staff;
  • Develop and enforce data governance protocols to ensure accuracy, consistency, and security of CRM data;
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.