Catherine Maloney Email & Phone Number

Greater Boston Area

- Manage firm's CRM platform, including integrating information with other firm systems and ensuring ongoing enhancements to meet evolving business requirements. - Lead CRM software upgrades, overseeing tasks such as developing test cases, conducting user acceptance testing, and collaborating with the IS team and vendor to troubleshoot any issues.- Supervise development of all written CRM protocols and training materials for both CRM and business support teams to standardize data and processes across the firm, ensuring accuracy, completeness and consistency of client and prospective client contact information.- Oversee event list management for events and webinars, collaborating with business support teams to ensure we reach the right audience.- Create and execute comprehensive firmwide communication and training initiatives to encourage CRM utilization and facilitate the introduction of new functionalities.- Integrate contacts into CRM platform for up to 30 new attorney hires annually, which includes conducting CRM overviews.- Offer business support teams reports and data analysis from CRM platform to bolster firm initiatives.- Stay actively involved in ongoing education and research on CRM technology, exploring their applications within a legal setting to accurately evaluate current systems and propose improvements.

Greater Boston Area

As a subject matter expert for the CRM database, InterAction, I provided guidance to attorneys and support staff on leveraging CRM data to drive business development initiatives for the firm. Additionally, I supervised data stewards and proposed process improvements to optimize workflow efficiency.

Greater Boston Area

Recruited, onboarded, and managed Data Stewards within the CRM team. Additionally, ensured the accuracy and upkeep of the firm's CRM platform.

Greater Boston Area

Managed data integrity within firm's CRM platform, overseeing data stewards, developing and managing team reference materials, and producing quarterly metrics reports on system usage and data accuracy. Facilitated training sessions and presentations for attorneys and staff to promote CRM platform benefits and encourage widespread adoption. Additionally, collaborated with business support staff to update marketing lists in CRM platform, ensuring deliverability and alignment with target audiences.

Greater Boston Area

Assisted in the upkeep of the CRM system by conducting research and performing data entry tasks. Generated and uploaded lists to the email marketing program for firm communications and produced reports to support business development initiatives. Provided supervision and training to data steward temps and developed training guides for managing event lists within CRM platform.

Greater Boston Area

Ensured the integrity of data within the organization's fundraising system, Paciolan. Managed donor gift processing, facilitated data exports for mailings and donor publications, and generated receipts and performance reports for the department. Collaborated with Finance department monthly to reconcile expense and contributed income accounts and played a key role in the yearly audit by compiling year-end reports and participating in meetings with external audit firm. Additionally, supported event preparation and follow-up for key occasions such as the annual gala, open houses, and receptions.

Greater Boston Area

Offered comprehensive administrative support for donor relations, corporate engagements, and special event initiatives.