CRM and Marketing Technology Administrator

Responsibilities

• Serve as the product administrator for Inter Action, defining the roadmap, prioritizing enhancements, and managing the platform lifecycle.
• Lead the firm’s migration to Inter Action enhancements, including planning, data readiness, testing, user adoption, and vendor coordination.
• Partner with Data Specialist, BD to align CRM capabilities with client development strategy, key client programs, attorney engagement and relationships and firm adoption.
• Oversee all aspects of CRM administration, including configuration, data governance, integrations, and system performance.
• Establish and enforce data quality standards, governance policies, and firmwide data stewardship practices.
• Conduct complex data audits, imports/exports, and advanced reporting using PowerBI and other Inter Action tools.
• Manage vendor relationships with Lexis Nexis, Cirrom and other technology partners.
• Develop and deliver training programs for attorneys, assistants, and BD staff.

• Deep experience administering CRM systems in a law firm, preferably Lexis Nexis Inter Action (on‑prem and/or IA+)
• Demonstrated success leading CRM platform upgrades or cloud migrations
• Strong understanding of law‑firm BD processes, client teams, and marketing operations
• Expertise in data governance, data modeling, reporting, and analytics
• Led firmwide CRM training and adoption initiatives, developing role‑based learning paths, delivering attorney and staff training sessions, and creating clear documentation that increased active Inter Action usage and data‑quality compliance across the firm.
• Strong data manipulation, computer and information management skills, including knowledge of databases and database administration.
• Strong reporting and data visualization skills.
• Strong Microsoft Office skills (especially Outlook, Excel and PowerBI).

Demonstrates expertise in CRM administration, particularly with Lexis Nexis Inter Action, focusing on data governance, reporting, and user training. Proven ability to lead platform migrations and enhance data quality standards within a law firm environment.

• PowerBI
• Microsoft Office
• Lexis Nexis
• Inter Action Tools