Enter and maintain contact, engagement and opportunity records in InterAction, the firm CRM system
Perform data entry for the firm’s CRM database for contacts, companies, engagements and opportunities
Work with Marketing and IT to develop and enhance data acquisition tools and data feeds to capture engagements, contacts and other CRM information through multiple means
Work with attorneys, paralegals and staff to acquire legacy data as well as ongoing contacts, engagements and opportunities
Update data records, generate reports, monitor data changes on a daily basis (DCM tickets)
Conduct regular audits of the database to insure the integrity of the data and coordinate firm and practice group mailings and event invitations
Research all returned email and mail and update contact information as appropriate
Merging duplicate contacts and ensuring that people are associated with companies
Standardizing company names and address data
Completing required fields for engagement records
Completing opportunity records, including meetings, referrals, etc
Resolving and promoting contacts, ensuring that necessary data fields are populated
Running data integrity searches and producing reports
Researching and processing data change requests and following up with users (attorneys, marketing, staff, etc.) as necessary
Assisting with other marketing projects as needed
Requirements
2+ year's professional experience
1-3+ years of prior CRM experience preferred (InterAction 6.0 or higher)
Excellent organizational skills
Ability to manage multiple priorities and tasks
Excellent written, verbal skills
Outstanding interpersonal skills
Proficient in Microsoft Office 2016 or higher (Excel, Access and Word)
Benefits
comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners
life and AD&D insurance
short and long term disability insurance
tax-advantaged accounts for health care expenses, including FSAs and HSAs
FSAs for dependent care
health advocacy services
behavioral health and counseling resources for all family members
401(k)
profit sharing
backup dependent care
senior care planning support
resources for individuals with development disabilities and their caregivers
paid holidays and other paid time off, including paid leave for new parents