Perform data stewardship duties to assist in the maintenance of company and contact data in the firm's CRM system
These duties include researching/enriching data, accurately identifying and resolving duplicates, cleansing and conforming contact data to the firm's standards, processing record changes (including those generated by ERM), and maintaining key additional information such as employee and alumni data points among others
Perform data stewardship duties to assist in the maintenance of experience data in the firm’s Knowledge Management (Experience) system
These duties include duplicate management and cleansing experience data to the firm’s standards
Exporting, analyzing, and reporting data for business development efforts; assisting in audit and data clean-up projects
Maintain detailed documentation of data quality issues, resolution steps, and quality metrics to support transparency and continuous improvement
Working with Marketing Technology team and IT to prepare for various upgrades to platform(s), including testing, documentation, and research
Working on special projects as needed, including sending out email marketing campaigns using our e-marketing platform
Provide timely assistance to staff inquiries, across a range of issues
Address concerns with CRM & KM system(s) and data management as they arise, bringing complex issues and firm feedback to senior managers, as necessary
Assist in training for attorneys, paralegals, and legal secretaries in the use of Experience software
Requirements
2-5 years of experience in IT, Marketing, Knowledge Management, or a related field
BS/BA degree preferred
5 years of relevant experience in a legal or professional services environment in lieu of Bachelor’s degree
Possess detailed planning and organizational skills
Proficient in a wide range of technologies
Experience with data management applications and database administration
Knowledge of standard CRM or Experience Systems such as DealCloud, Salesforce, Dynamics, Foundations, and ERM Systems such Intapp Relationships/Gwabbit
Strong verbal, written communication, organizational and technical skills
Customer service skills to work with attorneys and staff at all levels
Experience responding to ad-hoc requests, developing analysis, and producing reports
Experience with data analysis systems preferred (e.g. PowerBI, Tableau, or SSRS)