Project Manager - Marketing Technology
CurrentWorking as part of the Marketing Operations team. Maintaining the integrity and accuracy of client and target data records in the firm’s primary CRM systems. • Responsible for the management and development of the CRM system (InterAction), planning and driving system's upgrades, implementation and promotion of new CRM products, utilising InterAction windows, web client and administrator software.• Creating new InterAction accounts, setting proxies, monitoring synchronization. • Composing firm-wide communications relating to systems, promoted usage, highlighting new functionality and new/enhanced reporting. • Organising and conducting CRM training for Partners, Secretaries and support staff – including travelling to EMEA offices.• Data analysis of Client Intelligence – extracted from CRM and IntroHive – identifying trends and client relationship synergies between fee-earners • Writing Data Standard documents to ensure marketing data held in systems is maintained as accurately as possible. • Processing Data Change Management (DCM) tickets to strict standards and deadlines. Troubleshooting possible synchronisation issues. Maintaining data integrity like 'Bounceback' email addresses. • Providing accurate and timely reports on contact data to fee-earners and marketing as requested. • Working with IT to identify, evaluate and supervise enhancements and upgrades, including available software applications modules. • Maintain and promote existing data entry guidelines. (Data Standards) • Collecting and analysing user feedback, ensuring all raised issues are addressed.
