- Serve as the primary manager of the firm's Client Relationship Management (CRM) system and team with a focus on continuous improvement and enhancements to better meet the needs of the firm.
- Lead the marketing technology team to raise the bar on quality control of technology and data. The CRM system has a wealth of data that needs continuous "cleaning" and that can power better, more strategic decisions at the firm with enhancements to our data strategy and reporting tools.
- Oversee a data strategy that ensures accuracy of data in the CRM (and related systems) while ensuring continuous improvement of the data and reports available.
- Leverage reporting tools such as Microsoft's Power BI (and others) to provide new and better ways for the firm to access data, with a goal of enhancing our ability to make strategy decisions and drive profits.
- Act as consultant, strategic leader, and idea generator for marketing technology to optimize usage and to ensure Foley has a competitive advantage in the legal industry through the use of technology.
- Manage functionality, data, reporting, and enhancements to the firm's CRM system and data reporting systems for marketing and business development.
- Develop KPIs for the marketing data and systems (including the CRM system) with the goal being to derive further value from them.
- Develop and oversee implementation of a multi-year strategy for driving strategy from CRM and data related to the CRM in a way that uncovers new value for the firm.
- Oversee and collaborate with others on cross-platform data integration (e.g. email, events, etc. with CRM) and usage to further enhance the value of systems.
- Understand all marketing technology platforms and assist with maintenance and enhancements to functionality and design, and with user support.
- Evaluate vendors, their products and compatibility with current and future tech stacks for the benefit of the entire firm. Serve as the primary conduit between Procurement and the BD&M team for the CRM and related systems.
- Take ownership for the system and technology team and implement and oversee technology processes for continuous improvement. Leverage the firm's Cherwell system for managing workloads and evaluating needs of the firm and team.
- Supervise technical staff, including assignment of work activities, conducting performance reviews, and promoting overall employee engagement within the team.
- Bachelor's Degree required.
- Minimum of seven (7) years of related experience with at least five (5) years of experience involving marketing technologies required.
- Demonstrated experience developing process and business strategy with other leaders to maximize the value of technologies and systems.
- Experience managing technology projects, including demonstrated full lifecycle experience from problem identification through post go live review of technology systems.
- Experience establishing metrics and KPIs to measure revenue impact and ROI of technology.
- Strong knowledge of data analysis and reporting, preferably from CRM systems in support of a marketing and business development function.
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Manager, Marketing Systems - Washington, United States - Foley & Lardner
Description
OverviewThe Manager of Marketing Systems & Data is a senior leader capable of taking a pragmatic view of business and technology, to drive ROI across individual systems while increasing profitability for the firm. This role will serve as a service provider to both the Business Development & Marketing department and the firm as a whole, as both a collaborative resource and driver of innovation. The Manager is responsible for ensuring marketing technology and the marketing technology team operate as efficient and accurate stewards of technology to the firm. A core responsibility is the CRM or Client Relationship Management system which requires both systems knowledge and strong data analysis skills. An important part of that system is the firm's Experience tracking database which is essential to our ability to drive new revenue. The person in this role must be interested in, and skilled at, managing data so they can lead the way with a data driven strategy at the firm.
As all lawyers at the firm use the CRM system, a strong aptitude for customer service and an understanding of professional services organizations (like large law firms) is important to success. Further critical to success will be the ability to collaborate with others during the development of new strategies, features/system enhancements, and processes. The ability to optimize the operational use of the CRM system and the data within, is the main focus of this role; however, there will also be the need to enhance our technology stack with new systems and services.
Responsibilities
