CRM Coordinator Job at TAD PGS, Inc., Chicago, IL

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  • TAD PGS, Inc.
  • Chicago, IL

Job Description

We have an outstanding career opportunity for a CRM Coordinator to join a leading Company located in theChicago, IL surrounding area.

Salary: $70,000

The CRM Coordinator will be responsible for assisting in the implementation and maintenance of the firm's client relationship management program (Intapp CRM orknown as DealCloud). 

Job Responsibilities:  

  • Understand CRM concepts including:client labeling, company association, privacy concerns, data linking, field creation, data change management tools, contact types, use of widgets and dashboards, and other requirements needed within Intapp CRM
  • Understand the difference and be able to communicate about the 'out-of-the-box' technology platform from Intapp and our bespoke changes for the instance
  • Understand and be able to document processes required to support the CRM especiallythose involving other members of the Marketing Dept. or other Departments in the Firm
  • Be able to participate in training lawyers by having the communicationsskills and professional presence to instill confidence
  • Work with and manage any outside vendors under the direction of the Marketing Technology Manager
  • Perform research, both internally and using internal and external resources, such as the ERM signature scraping tool and enterprise email communications
  • Ensuring that changes to contacts are verified
  • Provide research and analysis to attorneys, practice group and marketing department
  • Maintain all master and legal marketing/law firm event mailing lists
  • Regularly audit law firm client lists against established 'list hygiene' parameters and take action to resolve data quality issues
  • Suggest ways to improve law firm client/marketing list quality and highlight opportunities to segment lists
  • Manage data cleanup tasks for mailing list contact records including monitoring the system for duplicate contacts, merging duplicate contacts, ensuring contacts are associated with companies, etc.
  • Oversee subscription management and email delivery failure processes and complete or route contacts' requests to update preferences and/or data
  • Create distribution lists for campaign marketing lists; perform advanced/complex searches to meet campaign-audience criteria and populate lists
  • Serve as backup/support for email marketing activities to Marketing Technology Assistant
  • Understand the importance of keeping all information seen while performing data conversion and cleanup duties confidential

Basic Hiring Criteria:

  • Law firm experience highlydesired
  • 1-2+ years of CRM experience with Intapp DealCloud or Lexis-Nexis InterAction
  • Excellent research skills
  • Knowledge of CRM and Data Quality Management concepts
  • Bachelor's in Marketing, IT, Computer Science, MIS orother related field preferred but not required
  • A strong working knowledge inMicrosoft Office Suite (Word, Outlook, Excel) is required
  • Research skills and knowledge of relevant sources of information
  • Experience with building and developing reports regarding activities, additional fields, and relationships within Intapp CRM

 

Benefits offered vary by contract. Depending on your temporary assignment, benefits may include direct deposit, free career counseling services, 401(k), select paid holidays, short-term disability insurance, skills training, employee referral bonus, andaffordable medical coverage plan, and DailyPay (in some locations). For a full description of benefitsavailable to you, be sure totalk with your recruiter.

Job Tags

Holiday work, Contract work, Temporary work,

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