CRM and Marketing Technology Administrator

The CRM and Marketing Technology Administrator will serve as the firm’s primary product administrator of the firm’s client relationship management system (CRM) LexisNexis InterAction, responsible for leading the firm’s CRM strategy reporting to the Manager of Business Development Operations. This role combines technical administration, product strategy, and business partnership, ensuring the CRM supports the firm’s client focused initiatives, business development goals, and intelligence operations. Responsibilities Serve as the product administrator for InterAction, defining the roadmap, prioritizing enhancements, and managing the platform lifecycle. Lead the firm’s migration to InterAction enhancements, including planning, data readiness, testing, user adoption, and vendor coordination. Partner with the Data Specialist and Business Development to align CRM capabilities with client development strategy, key client programs, attorney engagement and relationships, and firm adoption. Oversee all aspects of CRM administration, including configuration, data governance, integrations, and system performance. Establish and enforce data quality standards, governance policies, and firmwide data stewardship practices. Conduct complex data audits, imports/exports, and advanced reporting using PowerBI and other InterAction tools. Work closely with Data Specialist, IT, Competitive Intelligence, Marketing Technology, and other administrative teams to ensure CRM data flows seamlessly across systems. Manage vendor relationships with LexisNexis, Cirrom and other technology partners. Develop and deliver training programs for attorneys, assistants, and Business Development staff. Create documentation, best‑practice guides, and communication plans to support adoption. Provide high‑level support to power users and troubleshoot escalated issues. Reporting Relationship The CRM and Marketing Technology Administrator reports to the Manager of Business Development Operations. Qualifications Knowledge/Experience Deep experience administering CRM systems in a law firm, preferably LexisNexis InterAction (on‑prem and/or IA+). Demonstrated success leading CRM platform upgrades or cloud migrations. Strong understanding of law‑firm business development processes, client teams, and marketing operations. Expertise in data governance, data modeling, reporting, and analytics. Led firmwide CRM training and adoption initiatives, developing role‑based learning paths, delivering attorney and staff training sessions, and creating clear documentation that increased active InterAction usage and data‑quality compliance across the firm. Skills Strong data manipulation, computer and information management skills, including knowledge of databases and database administration. Strong reporting and data visualization skills. Knowledge of database and data management principles and best practices. Strong Microsoft Office skills (especially Outlook, Excel and PowerBI). Strong grammar and typographical error identification skills. Excellent interpersonal relations, oral and written communication skills. Excellent customer service attitude and ability to communicate with all levels of staff and lawyers. Ability to translate technical solutions into layperson’s language and provide ad hoc training. Self‑motivated, self‑learner, independent and able to work effectively with limited supervision. Ability to prioritize, organize, meet tight deadlines, and handle urgent interruptions in a professional manner. Education College degree, bachelor’s degree strongly preferred. Associates degree in a technical field of study with a combination of relevant experience will be considered. Physical Demands Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time. Use of some software requires accurate identification of colors. Work Conditions Professional Office environment. Periodic overtime required. #J-18808-Ljbffr Haynes and Boone, LLP