Senior CRM Project Manager-Intapp DealCloud

Overview

Hybrid
Depends on Experience
Full Time

Skills

CRM
Senior CRM Project Manager-Intapp DealCloud

Job Details

Senior CRM Project Manager-Intapp Deal Cloud  (Hybrid)

Primary Location: Chicago, Illinois

 

V-Soft Consulting is currently hiring for a SSenior CRM Project Manager-Intapp DealCloud  for our premier client in Chicago, Illinois.

 

WHAT YOULL NEED:

Technical Requirements and Certifications

  • PMP or similar certification a plus.

Education and Experience

  • Bachelors 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).

Knowledge, Skills and Abilities

  • Strong project management skills, with experience managing timelines, priorities and stakeholders.
  • 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.
  • Exceptional attention to detail and commitment to data quality.

WHAT YOULL DO: Job Responsibilities:

  • Design, generate, and automate reports and dashboards to provide actionable business intelligence.
  • Drive user adoption through training, communications, and responsive support for lawyers, business development and professional staff.
  • Serve as a day-to-day project lead for the firms 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.
  • 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.
  • Monitor system performance, troubleshoot issues and implement improvements.
  • Support additional data and technology-related projects as assigned.

 V-Soft Consulting Group is recognized among the top 100 fastest growing staffing companies in North America, V-Soft Consulting Group is headquartered in Louisville, KY with strategic locations in India, Canada and the U.S. V-Soft is known as an agile, innovative technology services company holding several awards and distinctions and has a wide variety of partnerships across diverse technology stacks. As a valued V-Soft Consultant, youre eligible for full benefits (Medical, Dental, Vision), a 401(k) plan, competitive compensation and more. V-Soft is partnered with numerous Fortune 500 companies, exceptionally positioned to advance your career growth. V-Soft Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. For more information or to view all our open jobs, please visit or call .

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