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Enterprise CRM Systems Manager

Company: CLEARPOINT
Location: Houston
Posted on: June 25, 2022

Job Description:

TITLE: Enterprise CRM Systems Manager

CLIENT: Energy Research Firm

LOCATION: Houston, Texas

TYPE: Permanent

SALARY: $80,000- 85,000 DOE

SUMMARY: The Enterprise CRM Systems Manager is responsible for the comprehensive management of the firm's CRM, Marketing and Sales systems.

--- Provides leadership for the ongoing management, development and support of the systems portfolio supporting our Client Development Department.
--- Acts as system administrator to the firm's Client Development CRM systems.
--- Recognized as a "thought leader" in area of Client Development systems and processes to include Key Account and Pipeline Management.
--- Acts as a "gate-keeper" with respect to system design to ensure consistency within the system and consistency with key design elements of other firm systems.
--- Develops custom reports for key system users and coordinates the sharing of information between the CRM systems and other firm systems.
--- Identifies opportunities to automate business processes and assists key users in defining and implementing such processes to maximize utilization of the system.
--- Acts as a liaison between key functional users of the CRM system and the technical staff who support the system.

DUTIES:
--- Manages the CRM tools, Marketing and Sales systems by providing direction in the configuration, design and usability of the systems.
--- Provides leadership for all aspects of the CRM, Marketing and Sales systems to technical staff and Client Development, by hosting weekly meetings, developing, and maintaining a system project/task list, and conducting follow-up to oversee progress on project/task list items.
--- Provides project management leadership for system and add-on modules, implementations, and upgrades.
--- Reviews and analyzes requests for system design changes to determine technical feasibility and impact to overall system design and functionality and makes recommendations accordingly.
--- Monitors use of the system and promotes the benefits to lawyers and staff through reports, attorney and secretarial presentations, intranet postings, and training.
--- Oversees the process of integrating data from other firm business systems (HRIS, Client/Matter system, New Business Intake system) into the CRM system data, client/matter data and all other data integrations.
--- Makes recommendations with respect to the evaluation, selection, implementation, and maintenance of CRM, Marketing and Sales systems and add-on modules.

REQUIREMENTS:
--- A minimum of 5 years in an information systems or project management leadership position.
--- PMP Certification preferred.
--- Knowledge of and at least 5 years' experience working with software focused on CRM, marketing automation and analytics supporting a Client Development or Sales organization.
--- Ability to write and understand complex SQL queries to develop or troubleshoot system features.
--- Familiarity with key firm business processes, including client development, accounting, human resources, business development, and new business intake.
--- Exposure to business development activities.
--- Familiarity with the services delivered by the firm's I.T. department.
--- Strong organizational and resource management skills.
--- Strong customer service orientation.
--- Demonstrated ability to develop and document business processes.
--- Excellent verbal and written communication skills, and strong presentation skills.
--- Proven leadership and interpersonal skills, including the ability to manage cross-departmental teams where there is not always direct supervisory authority.
--- Good understanding of database concepts and web technology and a high degree of aptitude for learning new software and database applications.
--- Strong analytical, problem solving, and decision-making abilities.

EDUCATION:
--- Bachelor's degree in Computer Science, Technology of related field required. PMP certification preferred

Hot Jobs of the Week Here are just a few of the "hot jobs" Clearpoint is working on this week. Please apply for anything that is a fit for your skills and experience, and as always please feel free to share with your networks. Clearpoint matches bright ideas (and the people who have them) with the companies that thrive on great minds.

Keywords: CLEARPOINT, Houston , Enterprise CRM Systems Manager, Executive , Houston, Texas

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