Enterprise CRM Systems Manager
Posted on: June 25, 2022
TITLE: Enterprise CRM Systems Manager
CLIENT: Energy Research Firm
LOCATION: Houston, Texas
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
--- Provides leadership for the ongoing management, development and
support of the systems portfolio supporting our Client Development
--- Acts as system administrator to the firm's Client Development
--- Recognized as a "thought leader" in area of Client Development
systems and processes to include Key Account and Pipeline
--- 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
--- 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.
--- Manages the CRM tools, Marketing and Sales systems by providing
direction in the configuration, design and usability of the
--- 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
--- 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
--- Makes recommendations with respect to the evaluation,
selection, implementation, and maintenance of CRM, Marketing and
Sales systems and add-on modules.
--- 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.
--- Strong organizational and resource management skills.
--- Strong customer service orientation.
--- Demonstrated ability to develop and document business
--- Excellent verbal and written communication skills, and strong
--- 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
--- Strong analytical, problem solving, and decision-making
--- Bachelor's degree in Computer Science, Technology of related
field required. PMP certification preferred
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