Marketing Technology Coordinator

Burr & Forman, an Am Law 200 firm with over 400 attorneys, seeks qualified candidates for a Marketing Technology Coordinator position to support the firm’s business development goals through stewardship of marketing data, technology, and reporting.

The Marketing Technology Coordinator will improve the quality of the firm’s marketing data through day-to-day maintenance as well as special projects. They will collaborate with the Marketing Technology Administrator to ensure data governance is properly defined and all processes related to data stewardship are well developed and documented. They will also synthesize the data in custom reporting.

KEY CONTRIBUTIONSCRM Stewardship & Support Enter and update contact data in the CRM according to the firm’s established data standard.

Perform de-duplications and contact merges to ensure clean recordkeeping.

Assign contacts to proper lists (alumni, retired, deceased, etc.) and update with activity and/or relationship data when available.

Review and resolve DCM ticket requests in a timely manner in accordance with best practice.

Identify opportunities to address data standardization and/or cleanup through special projects.

Manage communications to attorneys and staff for gathering complete contact data for new and/or bounced contacts.

Respond to and resolve CRM-related requests from attorneys and staff.

Provide basic end-user training (creating contacts, adding contacts to lists, saving lists to favorites, etc.) to attorneys, and staff.

Troubleshoot basic CRM issues (contact record errors, import errors, reporting errors, etc.) without oversight.

List Management Create lists according to best practice.

Conduct advanced imports to add contacts to lists with all associated data.

Conduct advanced imports to bulk clean large datasets.

Conduct customized exports based on needs of requestor.

Ensure lists are properly organized and naming conventions are in line with the data standard.

Assist with monthly archiving of old lists.

Reporting & Misc. Data Management Develop a deep understanding of the different data points associated with email marketing and CRM to ensure reports are relevant to the requestor’s needs and capture the correct insights.

Build and run custom reports in both the email marketing platform and CRM.Maintain recurring email and CRM reports and improve/evolve when possible.

Compile data for and format monthly reports to track other marketing data, including promotional store orders and client financials.

Compile data for market surveys within the firm’s footprint.

Collaborates with marketing vendors to activate and deactivate accounts for new users, as well as update account data for existing users when needed.

Other responsibilities as neededTHE ESSENTIALSA bachelor’s degree or equivalent combination of education, training and experience.
3+ years of applicable marketing technology experience with knowledge of CRM and the tech landscape including data cleanup.

Demonstrated ability to manage multiple assignments with competing deadlines and priorities.

Intermediate proficiency with Excel, including advanced formulas and conditional formatting most often used for data cleanup.

Experience managing workload and collaborating on projects via a project management platform (Asana preferred).Experience building reports in a data visualization platform (Power BI preferred).Excellent communication and collaboration skills, with a very strong attention to detail.

Proactive and solution-oriented, with the confidence to contribute insights and recommendations related to platform maintenance, enhancements, and data quality improvements.

Some overtime may be required ADDITIONAL INFORMATION This position is a unique opportunity to join a firm that prioritizes our clients,…