Description

You will administer and optimize CRM, marketing automation, and business development platforms. This role bridges technical configuration with business needs to ensure data integrity and system performance.

This role is hybrid.

Responsibilities

• Configure, maintain, and optimize CRM systems including Salesforce and DealCloud.
• Translate business requirements into technical solutions and scalable configurations.
• Manage integrations across CRM, marketing, analytics, and enterprise systems.
• Establish data governance, validation rules, and quality standards.
• Develop reports and dashboards using Power BI and provide advanced user support.

Required Skills

• 5+ years administering CRM platforms (Salesforce, DealCloud, or InterAction).
• Proficiency in Power BI for reporting and analytics.
• Basic SQL knowledge and experience with system integrations.
• Advanced Excel skills and ability to translate business needs.
• Experience with marketing automation and enterprise platforms.
• Strong analytical and problem-solving capabilities.

Preferred Skills

• Experience with automation tools like Power Automate.
• Familiarity with professional services tools such as Introhive or Litera.
• Background in law firms or professional services environments.

Key Skills

Education

Bachelor's degree