CRM & Client Intelligence Manager

Seattle, WA, Portland, OR or Vancouver,WA (hybrid), or remote within approved states. We welcome applications from candidates residing in Washington, Oregon, Alaska, California, Arizona, Colorado, Idaho, Minnesota, Montana, Tennessee, and Texas. Employees who live near one of our office locations may work in a hybrid capacity, while this position may also be performed fully remotely.

At Schwabe, relationships matter. The CRM & Client Intelligence Manager will put CRM, data, technology, and AI to work in support of the firm’s marketing, business development, and client service efforts.

This person will lead our Inter Action CRM and help us get more value from what we know about our clients, prospects, contacts, and relationships. The focus is using technology to strengthen relationships, identify opportunities, support business development, inform marketing decisions, and enhance client service.

A big part of the role will be creating a culture where people understand the value of CRM and good data and want to use them. This role will work closely with Client Relations, Knowledge Management, and IT to find practical ways to use AI and technology to support the firm’s marketing, business development, and client service goals.

Our culture is grounded in a simple credo: we take our work seriously, but not ourselves. We are looking for someone who is smart, curious, collaborative, has a strong sense of urgency, is willing to roll up their sleeves, and enjoys working with people across the firm.

• Own and manage the firm’s Inter Action CRM, including data quality, workflows, integrations, reporting, upgrades, and ongoing improvements.
• Put CRM, technology, data, and AI to work in support of the firm’s marketing, business development, and client service priorities.
• Help lawyers and Client Relations professionals understand relationships, identify opportunities, track business development activity, and make informed decisions.
• Build a culture where people understand why CRM matters and how good relationship data helps us serve clients, build relationships, and grow the firm.
• Help lawyers, legal assistants, and Client Relations professionals get more value from our client, prospect, contact, and relationship information.
• Develop useful dashboards, reports, and analytics that give lawyers, client teams, industry groups, and firm leaders better insight into clients, relationships, and opportunities.
• Find practical ways to use AI to support marketing, business development, client intelligence, research, reporting, and day-to-day work.
• Work closely with Knowledge Management and IT on integrations, data, AI, and technology projects that cross departments.
• Find ways to simplify processes, automate repetitive work, and give people more time to focus on clients, relationships, and higher-value work.
• Provide practical training and hands‑on support that helps people get comfortable using CRM, AI, and other tools.
• Manage relevant technology vendors and outside resources.
• Stay current on CRM, AI, analytics, and legal technology and help us determine what is worth pursuing and what is not.

• 5+ years of experience with CRM, marketing technology, client intelligence, business intelligence, data analytics, or related work. Law firm or professional services experience is preferred.
• Inter Action experience strongly preferred.
• Strong technology and analytical skills, including experience with data quality, reporting, dashboards, Excel, and AI tools.
• An understanding of how technology and data can support marketing, business development, client service, and firm growth.
• Genuine curiosity about AI and new technology, along with good judgment about where it…