Senior CRM (DealCloud) Project Manager - Full Time Only

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

Overview

On Site
$154,500 - $175,000
Full Time

Skills

Bachelor's Degree
8 years of experience in CRM management or database systems or marketing technology
Experience in professional services environment strongly preferred
Hands-on experience with Intapp DealCloud (configuration reporting workflows and integrations)
Experience with data analytics
reporting tools and API integrations
Microsoft Office Suite
Excel

Job Details

We have a great opportunity for a Senior CRM Project Manager. As part of our client s Business Development and Marketing team you will help drive adoption and optimization of recently implemented Intapp DealCloud platform across the firm. The Senior CRM Project Manager will partner with business development, marketing and IT to ensure the system is configured to support firm priorities, provide actionable insights, and enable seamless business development and client relationship management. The role requires both hands-on technical expertise and strong project management skills. Additionally, the Senior CRM Project Manager will support the day-to-day operation, optimization, and project management of the CRM system, as well as serve as a bridge between business stakeholders, IT, vendors, and users to ensure adoption, data quality, and integration across the firm.

RESPONSIBILITIES:

  • 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
  • Oversee large-scale data initiatives, including cleanup projects, dataset uploads and integration efforts
  • Design, generate, and automate reports and dashboards to provide actionable business intelligence
  • Monitor system performance, troubleshoot issues and implement improvements
  • Partner with BD, Marketing, and Practice Groups to leverage CRM capabilities in pursuit of client development and firmwide growth initiatives
  • Support additional data and technology-related projects as assigned.

REQUIREMENTS:

  • Strong project management skills, with 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)
  • Proven ability to work independently, manage multiple projects and communicate effectively with professionals at all levels
  • Experience with data analytics, reporting tools and API integrations; and
  • Exceptional attention to detail and commitment to data quality

QUALIFICATIONS:

  • Bachelor s degree (required)
  • 8 years of experience in CRM management, database systems or marketing technology (professional services environment preferred)
  • Hands-on experience with Intapp DealCloud (configuration, reporting, workflows and integrations)

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