Senior crm project manager
Senior CRM Project Manager-Intapp DealCloud (Hybrid)
Primary Location: Chicago, Illinois V-Soft Consulting is currently hiring for a Senior CRM Project Manager-Intapp Deal Cloud for our premier client in Chicago, Illinois . What You’ll Need Technical Requirements and Certifications »- PMP or similar certification a plus.
- Bachelor’s degree (required).
- 8 years of experience in CRM management, database systems or marketing technology (professional services environment preferred).
- Hands-on experience with Intapp DealCloud (configuration, reporting, workflows and integrations).
- Strong project management skills, with experience managing timelines, priorities and stakeholders.
- Advanced proficiency in Microsoft Office Suite, especially Excel (formulas, data functions and manipulation).
- Proven ability to work independently, manage multiple projects and communicate effectively with professionals at all levels.
- Experience with data analytics, reporting tools and API integrations.
- Exceptional attention to detail and commitment to data quality.
- Design, generate, and automate reports and dashboards to provide actionable business intelligence.
- Drive user adoption through training, communications, and responsive support for lawyers, business development and professional staff.
- Serve as a day-to-day project lead for the firm’s CRM system (DealCloud), working closely with digital, BD, marketing and IT teams.
- Manage CRM-related projects, including system enhancements, integrations, reporting tools and new functionality.
- Translate business requirements into technical solutions, coordinating with IT, vendors and stakeholders.
- Develop and enforce data governance protocols to ensure accuracy, consistency, and security of CRM data.
- Oversee large-scale data initiatives, including cleanup projects, dataset uploads and integration efforts.
- Monitor system performance, troubleshoot issues and implement improvements.
- Partner with BD, Marketing, and Practice Groups to leverage CRM capabilities in pursuit of client development and firmwide growth initiatives.
- Support additional data and technology-related projects as assigned.
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