Marketing Technology & CRM Strategy Manager

Benesch Law•New York, NY

1d•Hybrid

About The Position

Benesch is seeking a Marketing Technology & CRM Strategy Manager for its New York office. This hybrid position offers work-from-home flexibility. The role is ideal for an experienced professional who can leverage data for business development and strategic decision-making, with extensive experience in Intapp Deal Cloud. The manager will own the firm's CRM system (Intapp Deal Cloud) end-to-end, including administration, configuration, data governance, and long-term platform roadmap. They will also lead broader marketing technology initiatives, transforming data into actionable insights to strengthen client relationships and support growth. This role serves as the marketing technology champion, evaluating tools, managing vendor relationships, driving platform modernization, and staying ahead of emerging legal marketing technologies. Collaboration with attorneys, practice groups, client teams, IT, and firm leadership is key to ensuring marketing technology and client intelligence programs contribute to business development success and client service.

Requirements

Bachelor's degree in marketing, business, communications, information technology or related field required.
5–7 years of experience in marketing, business development, or CRM/database management within professional services; law firm or AmLaw experience strongly preferred.
Strong knowledge of CRM systems (Intapp Deal Cloud preferred) and demonstrated ability to manage system administration, data governance, and reporting.
Proven experience in leveraging data to support business development, client relationship management, and strategic decision-making.
Excellent analytical, organizational, and problem-solving skills, with attention to detail and accuracy.
Strong communication and interpersonal skills; ability to collaborate effectively with attorneys, staff, and leadership.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with reporting tools or business intelligence platforms a plus.
Experience with Entegrata a plus.
Data-driven mindset with the ability to translate complex information into clear insights.
Client-service orientation with a proactive approach to supporting attorney and practice needs.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Strong project management skills and ability to drive initiatives from start to finish.

Nice To Haves

Intapp Deal Cloud experience
Experience with Entegrata
Experience with reporting tools or business intelligence platforms

Responsibilities

Owns the CRM platform (Intapp Deal Cloud) end to end – strategy, administration, configuration, enhancements, data architecture, and ongoing optimization - ensuring it effectively supports business development and client engagement.
Leads the marketing data strategy and collaborates with IT to ensure technology investments align with business development priorities.
Collects, analyzes, and interprets client, matter, and market data to identify trends, cross-selling opportunities, and growth prospects.
Designs, maintains, and distributes dashboards, reports, and analytics that provide attorneys and firm leadership with actionable insights.
Manages the vendor relationships as primary liaison for CRM, data enrichment, and marketing technology platforms, including evaluating new solutions, overseeing contacts, and ensuring alignment with firm needs.
Collaborates with attorneys and client teams to leverage data and relationship intelligence to strengthen client engagement.
Partners with marketing directors and finance to ensure seamless uses of Intapp Deal Cloud and marketing technologies across the firm.
Support RFPs, pitches, and client presentations with data-driven insights, relationship mapping, and client intelligence.
Develops and leads formal CRM and MarTech adoption programs, including training, documentation, change management, and usage metrics tracking, to drive meaningful adoption, ensure high-quality data, and translate insights into stronger client engagement and business development impact.
Stays current on CRM and marketing technology best practices, recommending enhancements that increase efficiency and impact.
Defines success metrics, adoption KPIs, and reporting frameworks to measure the impact of ROI and CRM and marketing technology investments.