Specialist, CRM Operations

SK Battery America • New York, NY

5d • $95,000 - $105,000 • Hybrid

About The Position

We are seeking a Specialist, CRM Operations to join our firm. This position will be based in our New York office (hybrid). The Specialist, CRM Operations will play a critical role in supporting the firm’s business development and client relationship initiatives by ensuring the integrity, accuracy, and strategic use of data within our CRM system (InterAction) and related platforms. This position is responsible for maintaining high-quality data, leveraging the firm’s ERM system to enhance CRM data, and providing actionable intelligence on key client contacts and executive movements. The Specialist, CRM Operations, will collaborate closely with the Marketing Technology and Business Development teams to support targeted marketing efforts and provide end-user support for CRM users across the firm.

Requirements

• Proficiency with CRM systems (InterAction strongly preferred) and experience with ERM platforms.
• Strong research skills and attention to detail, with the ability to synthesize and validate information from multiple sources.
• Excellent communication and collaboration skills, with a client service mindset.
• Ability to manage multiple priorities and work effectively in a fast-paced, team-oriented environment.
• Advanced proficiency in Microsoft Excel and familiarity with data reporting tools.
• Demonstrates effective interpersonal, written, and verbal communication skills to facilitate working relationships with others.
• Ability to administer Firm policies and procedures.
• Ability to handle multiple projects and shifting priorities.
• Ability to handle sensitive matters and maintain confidentiality.
• Ability to organize and prioritize work and delegate effectively.
• Ability to work well in a demanding and fast-paced environment.
• Ability to work well independently as well as effectively within a team.
• Ability to use discretion and exercise independent and sound judgment.
• Flexibility to adjust hours and work the hours necessary to meet operating and business needs.
• Bachelor’s degree (Business, Information Systems, Marketing, or a related field preferred)
• Minimum of 3 years’ relevant experience in data stewardship, CRM management, or a similar role, preferably within a law firm or professional services environment

Responsibilities

• Manage and maintain the Firm’s CRM ensuring the accuracy, consistency, and completeness of the data with a particular focus on top client records.
• Leverage the ERM system to identify, validate, and enrich CRM data, ensuring up-to-date and actionable information.
• Maintain quality standards by establishing a cadence and conducting regular audits and data cleansing activities.
• Conduct targeted research on executive moves and organizational changes at client and target companies using a variety of sources, identifying significant executive roles and providing reporting to the appropriate attorneys and/or Business Development teams.
• Update CRM records promptly to reflect key personnel changes and ensure the firm’s client intelligence is current and reliable.
• Collaborate closely with Marketing Technology and Business Development teams to generate targeted lists and reports for campaigns, events, and strategic initiatives.
• Design and create reports for CRM users to access and manipulate on their own.
• Support and aid in the development and execution of data-driven marketing and business development strategies.
• Act as first point of contact for Business Development and Marketing CRM users, providing guidance and best practices to maximize system adoption and data quality.
• Act as a CRM subject matter expert, troubleshooting user issues and concerns, escalating when appropriate.
• Assist in onboarding and ongoing training of Business Development and Marketing users.
• Proactively identify opportunities to streamline data management processes and recommend enhancements to CRM and ERM workflows.
• Stay informed of industry best practices and emerging technologies related to data stewardship and client relationship management.
• Manages Firm resources responsibly.
• Complies with and understands Firm operation, policies, and procedures.
• Performs other related duties as assigned.

Benefits

• Competitive salaries and year-end discretionary bonuses.
• Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
• Generous paid time off.
• Paid leave options, including parental.
• In-classroom, remote, and on-demand learning and professional development opportunities.
• Robust well-being classes and programs.
• Opportunities to give back and make an impact in local communities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level