CRM Database Assistant (Data Steward)

New York, NY

Job Description

Maintain and administer client and contact data in the Firm’s global customer relationship management system (InterAction CRM).

Primary Responsibilities and/or Essential Functions

• Master intricate processes, procedures and best practices to ensure the optimal functionality of InterAction and email marketing.
• Review the data-change management (DCM) and New Contact Review (NCR) inbox’s on a regular basis, verifying and standardizing contact information for managed contacts before approval to the Firm database collection.
• Enter contact data for attorneys, secretaries and other departments on an as needed basis.
• Monitor data quality within the Firm’s CRM to ensure the data is current, accurate and complete according to the CRM team best practices. Research secondary sources (trade journals, etc.) to pro-actively add and improve the data quality and completeness in the Firm’s CRM.
• Help create and maintain the standards and processes guidelines created for the Firm’s CRM and the CRM Team.
• Communicate any questions that arise regarding contact information or mailing lists to attorneys and their secretaries, as well as any project/list owners.
• Work with the database administrator’s in other offices to ensure that new staff are set-up in the Firm Personnel folder, given a user account and granted security to any marketing and other Firm lists that the user needs.
• Ensure that the user is set-up as a proxy for any staff whose folders which they need access.
• Must become proficient in both InterAction’s Windows and Web version and understand how the information is displayed differently in each interface.
• Any additional responsibilities as required by management.

Knowledge, Skills & Abilities

• Excellent oral and written communications skills.
• Working knowledge of Windows and Windows software and relational databases.
• Must be comfortable with intense data entry and detail oriented tasks in a technical CRM environment.
• Proficient with Excel and data manipulation.
• Ability to use research tools available through the internet and the library.
• Previous proofreading experience a major plus.
• Law firm and InterAction experience desired. 

Education/Certifications

• Bachelor’s degree required.
• IT certifications.