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 in the email marketing platform and CRM, and compiles data for recurring marketing reports and market surveys. It also coordinates with marketing vendors to activate, deactivate, and update user accounts. Some overtime may be required.

Requirements

Bachelor’s degree or an equivalent combination of education, training, and experience.
At least 3 years of applicable marketing technology experience, with knowledge of CRM, the technology landscape, and data cleanup.
Demonstrated ability to manage multiple assignments with competing deadlines and priorities.
Intermediate proficiency with Excel, including advanced formulas and conditional formatting commonly used for data cleanup.
Experience managing workload and collaborating on projects using a project management platform.
Excellent communication and collaboration skills, with strong attention to detail.
Proactive and solution-oriented, with confidence to contribute insights and recommendations related to 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 records with activity or relationship data when available.
Review and resolve DCM ticket requests in a timely manner and according to best practices.
Identify opportunities for data standardization and cleanup through special projects.
Communicate with attorneys and staff to gather complete contact 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 practices and ensure organization and naming conventions follow 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 ensure reports address requestors’ needs and capture relevant 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 and format monthly reports tracking other 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 or deactivate accounts for new users and update existing user account data as needed.
Perform other responsibilities as needed.