Marketing Technology Coordinator

Burr & Forman•Birmingham, AL

About The Position

Burr & Forman, an Am Law 200 firm with over 400 attorneys, is seeking a Marketing Technology Coordinator to support the firm’s business development goals through stewardship of marketing data, technology, and reporting. The coordinator improves marketing data quality through routine maintenance and special projects, collaborates with the Marketing Technology Administrator on data governance and documented stewardship processes, and synthesizes data into custom reports. The role supports CRM data quality and users, manages lists and imports/exports, builds and maintains reports across the CRM and email marketing platform, and compiles data for recurring marketing reports and market surveys. It also works with marketing vendors to manage user accounts. The position may require some overtime.

Requirements

Bachelor’s degree or an equivalent combination of education, training, and experience.
At least 3 years of applicable marketing technology experience, including knowledge of CRM, the technology landscape, and data cleanup.
Demonstrated ability to manage multiple assignments with competing deadlines and priorities.
Intermediate Excel proficiency, including advanced formulas and conditional formatting commonly used for data cleanup.
Experience managing workload and collaborating on projects through a project management platform.
Excellent communication and collaboration skills.
Very strong attention to detail.
Proactive, solution-oriented approach and confidence contributing insights and recommendations concerning platform maintenance, enhancements, and data quality improvements.

Nice To Haves

Experience with Asana; preferred project management platform.
Experience building reports in a data visualization platform; Power BI preferred.

Responsibilities

Enter and update CRM contact data according to the firm’s established data standard.
Perform deduplications and contact merges to maintain clean records.
Assign contacts to appropriate lists and update contact records with activity or relationship data when available.
Review and resolve DCM ticket requests promptly and according to best practice.
Identify opportunities for data standardization and cleanup through special projects.
Communicate with attorneys and staff to gather complete data for new or bounced contacts.
Respond to and resolve CRM-related requests from attorneys and staff.
Provide basic end-user training on CRM tasks to attorneys and staff.
Troubleshoot basic CRM issues, including contact record, import, and reporting errors, without oversight.
Create lists according to best practice and ensure they are organized and named in accordance with the data standard.
Conduct advanced imports to add contacts to lists with associated data and to bulk-clean large datasets.
Conduct customized exports based on requestor needs.
Assist with monthly archiving of old lists.
Develop understanding of email marketing and CRM datapoints to build relevant reports that capture the appropriate insights.
Build and run custom reports in the email marketing platform and CRM.
Maintain recurring email and CRM reports and improve or evolve them when possible.
Compile data and format monthly reports tracking marketing data, including promotional store orders and client financials.
Compile data for market surveys within the firm’s footprint.
Collaborate with marketing vendors to activate and deactivate accounts for new users and update existing user account data.
Perform other responsibilities as needed.
Collaborate with the Marketing Technology Administrator to support data governance and develop and document data-stewardship processes.