Energy Jobline ZR
Senior CRM Project Manager in Chicago
Energy Jobline ZR, Chicago, Illinois, United States, 60290
Our client, a leading
Am Law 50 firm , is seeking a
Senior CRM Project Manager
to join its
Business Development and Marketing team . This role will drive adoption, optimization, and strategic use of the firm's
Intapp DealCloud platform , enabling enhanced business development, client relationship management, and data‑driven insights across the firm.
The Senior CRM Project Manager will collaborate with
business development, marketing, and IT teams
to ensure the CRM is configured to support firm priorities, deliver actionable intelligence, and streamline workflows. The ideal candidate combines hands‑on technical expertise with strong project management and stakeholder engagement skills.
Key Responsibilities
Serve as the
day‑to‑day project lead
for the firm's CRM (DealCloud), coordinating with BD, marketing, and IT teams.
Manage
CRM‑related projects , including enhancements, integrations, reporting tools, and new functionality.
Translate business requirements into technical solutions in partnership with IT, vendors, and business stakeholders.
Lead
user adoption efforts , including training, communications, and support for attorneys and professional staff.
Develop and maintain
data governance protocols
to ensure accuracy, consistency, and security.
Oversee large‑scale
data initiatives , including cleanup projects, dataset uploads, and integration efforts.
Design and automate
reports and dashboards
to deliver actionable business intelligence.
Monitor system performance, troubleshoot issues, and drive ongoing improvements.
Collaborate with business development and marketing leadership to align CRM capabilities with
firmwide growth initiatives .
Qualifications & Experience
Bachelors degree required.
8+ years
of CRM management, database systems, or marketing technology experience (law firm experience required).
Hands‑on experience with Intapp DealCloud
including configuration, reporting, workflows, and integrations is
required .
Proven experience building or optimizing DealCloud systems is highly desirable.
Strong understanding of
data management, analytics, and CRM integration
best practices.
Advanced proficiency in
Microsoft Excel
(formulas, data functions, and data manipulation).
Excellent
project management and communication skills , with experience managing multiple priorities and stakeholders.
Strong
attention to detail, data quality, and long‑term job stability
required.
PMP certification or similar credential a plus.
This is an excellent opportunity for a
CRM professional with DealCloud expertise
to shape the firm's client data strategy, streamline operations, and enable more informed business development decisions.
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
#J-18808-Ljbffr
Am Law 50 firm , is seeking a
Senior CRM Project Manager
to join its
Business Development and Marketing team . This role will drive adoption, optimization, and strategic use of the firm's
Intapp DealCloud platform , enabling enhanced business development, client relationship management, and data‑driven insights across the firm.
The Senior CRM Project Manager will collaborate with
business development, marketing, and IT teams
to ensure the CRM is configured to support firm priorities, deliver actionable intelligence, and streamline workflows. The ideal candidate combines hands‑on technical expertise with strong project management and stakeholder engagement skills.
Key Responsibilities
Serve as the
day‑to‑day project lead
for the firm's CRM (DealCloud), coordinating with BD, marketing, and IT teams.
Manage
CRM‑related projects , including enhancements, integrations, reporting tools, and new functionality.
Translate business requirements into technical solutions in partnership with IT, vendors, and business stakeholders.
Lead
user adoption efforts , including training, communications, and support for attorneys and professional staff.
Develop and maintain
data governance protocols
to ensure accuracy, consistency, and security.
Oversee large‑scale
data initiatives , including cleanup projects, dataset uploads, and integration efforts.
Design and automate
reports and dashboards
to deliver actionable business intelligence.
Monitor system performance, troubleshoot issues, and drive ongoing improvements.
Collaborate with business development and marketing leadership to align CRM capabilities with
firmwide growth initiatives .
Qualifications & Experience
Bachelors degree required.
8+ years
of CRM management, database systems, or marketing technology experience (law firm experience required).
Hands‑on experience with Intapp DealCloud
including configuration, reporting, workflows, and integrations is
required .
Proven experience building or optimizing DealCloud systems is highly desirable.
Strong understanding of
data management, analytics, and CRM integration
best practices.
Advanced proficiency in
Microsoft Excel
(formulas, data functions, and data manipulation).
Excellent
project management and communication skills , with experience managing multiple priorities and stakeholders.
Strong
attention to detail, data quality, and long‑term job stability
required.
PMP certification or similar credential a plus.
This is an excellent opportunity for a
CRM professional with DealCloud expertise
to shape the firm's client data strategy, streamline operations, and enable more informed business development decisions.
If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.
#J-18808-Ljbffr