Responsible for Cooley CRM/ERM (Salesforce/IntroHive) developments, integrations, and data validation processes. Partner with Knowledge Management team to ensure cross-functionality of new experience system (Foundation)Coordinate with Information Systems to sync relevant billing and conflicts information is updated in CRM correctlyAssist in managing budget for Marketing Technology platforms and software for the firm

· Use CRM system (LexisNexis InterAction), to track relationships and relationship strength with clients and contacts across firm to develop and enhance cross-selling abilities and identify leads/targets.· Collaborate with firm departments to integrate and automate information flow across systems and software using APIs and custom integrations· Manage relationships with martech vendors for website, experience management, CRM, and email marketing to and work to identify opportunities for… Show more · Use CRM system (LexisNexis InterAction), to track relationships and relationship strength with clients and contacts across firm to develop and enhance cross-selling abilities and identify leads/targets.· Collaborate with firm departments to integrate and automate information flow across systems and software using APIs and custom integrations· Manage relationships with martech vendors for website, experience management, CRM, and email marketing to and work to identify opportunities for enhancement to make business development and competitive intelligence teams more efficient· Build custom reports and audit/model data across platforms (e-mail/web/CRM) to present to leadership and accomplish marketing and firm KPIs· Develop and implement best practice guidelines and technical manuals for marketing operations, identify bottle necks and reallocate resources to streamline processes· Oversee and ensure CRM/ERM systems adhere to new and evolving rules and regulations regarding data privacy/maintenance/hygiene (GDPR, CANSpam, CCPA, etc)· Responsible for selecting, onboarding, and training firm personnel (attorneys and staff) regarding new technologies and marketing initiatives for the firm· Develop and manage newsletters and internal communications for various firm departments Show less

- Establish marketing automation policies and protocols for firm’s CRM systems (InterAction by LexisNexis, MailChimp, WordPress) to facilitate lead generation through email marketing campaigns and social and paid media channels- Manage new digital marketing projects (planning, execution, strategy, reporting, automation), including website development, app development and roll-out, internal portal development, social media and search engine optimization initiatives, and online ads-… Show more - Establish marketing automation policies and protocols for firm’s CRM systems (InterAction by LexisNexis, MailChimp, WordPress) to facilitate lead generation through email marketing campaigns and social and paid media channels- Manage new digital marketing projects (planning, execution, strategy, reporting, automation), including website development, app development and roll-out, internal portal development, social media and search engine optimization initiatives, and online ads- Create and maintain best practices for CRM data entry, ensuring accuracy and quality for business development segmenting and targeting per industry, region, job title, and relationships within the firm- Oversee and produce analytics reports (Google Analytics, eMerge Tikit) showing efficacy of campaign variations (A/B testing), and effectiveness of KPIs (digital initiatives: email, SEO, social media, paid ads, open rates, click-through rates) and make changes to digital strategy to optimize engagement and brand visibility- Provide strategic input on the implementation, configuration, and rollout of new email marketing system, and additional CRM system features and add-ons- Maintain and strengthen relationships with stakeholders across multiple departments (IT, graphics, knowledge management, practice management, help-desk and customer support) to enhance collaboration and efficiency of workflow- Manage content on internal portal used for firm-wide communication and collaboration- Collaborate with C-level and senior management of the firm to align digital marketing initiatives with branding strategy and firm goals- Direct reports include social media coordinator, email marketing coordinator, and data analyst in regard to daily tasks and job priority, training, and cross-team/department interactions/customer service Show less

- Lead development and installation of mobile app (integrating video, website data, and document management) for firm-wide partner meeting- Managed new website development and launch, including vendor selection, CMS technology, UI for desktop and mobile sites as well as content publications- Produced custom surveys, email communications and event registration web pages for multiple firm departments (conflicts, IT, practice management, events)- Produced content for distribution via… Show more - Lead development and installation of mobile app (integrating video, website data, and document management) for firm-wide partner meeting- Managed new website development and launch, including vendor selection, CMS technology, UI for desktop and mobile sites as well as content publications- Produced custom surveys, email communications and event registration web pages for multiple firm departments (conflicts, IT, practice management, events)- Produced content for distribution via social media, website, and email (including videos, training documentation, and RFPs)- Oversaw development of new pages/functionalities for internal portal, including mini-site for document sharing and collaboration Show less

- Analyzed and reported website traffic and email marketing campaign data to marketing managers and directors- Developed and distributed monthly newsletter with individualized and customized content to over 10k subscribers- Implemented paid event registration system integrating PayPal and CRM database- Created new data management and email distribution system and operational procedures for e-mail marketing campaigns- Supervised and trained data stewards on importing and… Show more - Analyzed and reported website traffic and email marketing campaign data to marketing managers and directors- Developed and distributed monthly newsletter with individualized and customized content to over 10k subscribers- Implemented paid event registration system integrating PayPal and CRM database- Created new data management and email distribution system and operational procedures for e-mail marketing campaigns- Supervised and trained data stewards on importing and maintaining CRM data.- Managed firm’s social media presence, including LinkedIn, Twitter, and Facebook- Responsible for data collection and distribution of firm holiday card- Coordinated with business development managers in multiple locations to create and distribute email marketing campaigns and event invitations Show less

- Managed production of all print and website collateral.- Oversaw all advertising space on website and custom web pages- Analyzed consumer activity data and behavior to help drive content in advertising spaces- Created new reporting template for customers, highlighting TicketWeb’s effectiveness in increasing exposure through use of ad space- Created and managed custom client email campaigns- Generated and wrote monthly client newsletter

- Managed all company events (including budget, location and vendor selection, logistics).- Coordinated with factories in China to standardize shipping sizes of boxes to minimize empty space in shipping containers- Oversaw patent and trademark registration in USA, EU, Mexico, and China- Assisted Marketing Manager with creation of all ads- Worked with Graphic Designer to organize and edit all images for product catalogs

- Managed the SACNAS website career advancement section, including billing - Organized, managed and helped train staff at registration booths at the national conference - Formatted ads and reviews with FrontPage and posted to the website via FTP- Coordinated ads for the SACNAS national conference program and abstract publications - Produced press releases/press kits and liaised with media regarding events and conferences

- Worked at Costanoa Hotel Lodge & Camp, Hotel Los Gatos and The Wild Palms Hotel- Supervised and trained front desk and bell staff- Fielded phone calls and guest requests- Input reservations - Helped establish training guide and procedures- Performed rate audits and checks- Served as cultural liaison between coorporate office and hotels