CRM Manager
Debevoise & Plimpton
CRM Manager MARKETING SERVICES Debevoise & Plimpton LLP is a premier international law firm with market-leading practices, a global perspective and strong New York roots. Debevoise clients engage our lawyers for the high degree of quality, strategic focus and creativity we bring to our legal advice. Our talented administrative and legal support staff bring the same commitment to their work, ensuring the firm delivers the highest level of service and a distinctive client experience. We attract and retain highly skilled and dedicated staff by providing a work environment that is diverse, collaborative, respectful and collegial, and where professional growth is encouraged and nurtured. The firm is seeking a CRM Manager to become an integral part of our Marketing Department. This position requires strong technical expertise, disciplined change management, and an understanding of professional services business development workflows. This position sits within the Marketing Technology Team and reports directly to the Senior Manager of Marketing Technology. Responsibilities include but are not limited to: CRM Platform Administration & Configuration
- Oversee day-to-day CRM administration, including user provisioning/deactivation, roles, profiles, permission sets and security architecture.
- Configure and maintain custom objects, fields, record types, page layouts, validation rules, approval processes, and schema design.
- Develop and manage automation using a workflow builder and other declarative tools.
- Manage sandbox environments and change sets to support structured development and deployment practices.
- Evaluate CRM seasonal releases and implement enhancements in accordance with Firm governance standards.
- Conduct ongoing system audits, performance monitoring, and health checks.
- Maintain integrations between the CRM and the Firm's email marketing, experience management, relationship management, and financial systems.
- Troubleshoot integration issues and coordinate with internal IS teams and external vendors to resolve technical challenges.
- Design and support lead routing, campaign tracking, and engagement workflows.
- Ensure secure, accurate and timely data flows between the CRM and connected platforms.
- Participate in architectural planning for future marketing technology enhancements.
- Maintain data integrity through validation rules, duplicate management and structured data governance protocols.
- Execute data imports, exports, transformations, and mass updates using Data Loader and related tools.
- Develop and maintain custom reports, business intelligence dashboards and report types to support leadership reporting and strategic decision making.
- Provide analytics related to client engagement, pipeline activity, campaign performance and business development ROI.
- Ensure compliance with applicable data privacy regulations (including GDPR and CCPA) and Firm information security policies.
- Provide first and second tier support to CRM users across offices.
- Troubleshoot system issues and resolve configuration related defects.
- Develop and maintain system documentation, process maps and configuration standards.
- Conduct training sessions and create reference materials to promote adoption and best practices.
- Serve as a trusted technical advisor to Marketing & Business Development stakeholders.
- Translate business requirements into scalable CRM solutions.
- Identify opportunities for automation and process improvement.
- Manage enhancement requests, including impact assessment, prioritization and implementation.
- Collaborate with IS and external consultants on complex technical projects.
- Contribute to long term CRM strategy aligned with Firm growth objectives.
- Bachelor's Degree in Information Systems, Computer Science, Business, Marketing or related discipline.
- Deep familiarity and official certification from market-leading solutions providers (e.g., Salesforce, Microsoft Dynamics, DealCloud) strongly preferred.
- 5+ years of hands-on CRM administration experience, ideally in a professional services environment.
- Strong understanding of CRM configuration, automation tools, security model, and reporting.
- Excellent communication skills and ability to partner effectively across business and technical teams.
- Detail oriented with a strong commitment to system quality and user satisfaction.
- Ability to manage multiple priorities and deliver in a dynamic environment.
- Collaborative, solutions oriented and proactive in improving processes.
Vacancy posted 2 days ago
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