Senior CRM Data Steward

Senior CRM Data Steward

Cooley is seeking a Senior CRM Data Steward to join the IS Legal Competitive & Intelligence/Market Data Management team.

Position summary: Under the supervision of the CRM Systems Manager, the Senior CRM Data Steward will carry out all necessary tasks to manage the data quality within the firm’s CRM including: routine reporting, research, cleansing and de-duplication. Additionally, the role will be tasked with establishing quality expectations, and enforcing standards and best practices, as well as management of ERM portal/program and monitoring of global privacy compliance. Specific duties and responsibilities include, but are not limited to, the following:

Position responsibilities:

Work closely with CRM Systems Manager to establish data quality rules and processes to remove duplicate data, cleanse inaccurate data, standardize data entries

Oversee day-to-day CRM data entries and function, including data transfer in and out of CRM system, validating accounts and contacts

Aide Enterprise and Legal Intelligence teams in the population of research into CRM database

Assist in the building and collection of reports for maintenance of key marketing initiatives and processes

Research and monitor anti-spam laws and privacy regulations globally to ensure compliance and advise on documentation and implementation of tracking/monitoring systems for existing and incoming data

Perform daily CRM maintenance and project-based tasks, including resolving data issues, running data quality searches taking additional external research steps, as needed

Identify, match and resolve duplicate records using Salesforce native matching programs and 3rd party programs (DemandTools by Validity)

Follow CRM data entry processes, including entering and validating accounts, contacts, activities, opportunities, experience and other client information

Monitor CRM integrations to maintain the data integrity and ensure the that the Pitchbook/Salesforce synchronization is optimized

Assist with data transfers between CRM systems, Outlook and other tools as necessary

Coordinate performance metrics, including understanding of mitigating bounce backs and spam blocks

Perform root cause analyses of issues and ensure remediation according to data management policies and standards

Develops implement and maintain data quality processes, training, and reference materials

All other duties as assigned or required

Skills and experience:

Required:

After orientation at Cooley LLP, exhibit proficiency in the Microsoft Office suite, iManage and other firm applications

Available to work overtime, as required

4+ years experience in CRM databases, preferably in Salesforce.com

Work more independently, demonstrate escalating ownership and mastery of assigned area, exhibit strength in the areas below, become a resource and mentor to others and more as they progress in different roles within the department

Preferred:

Bachelor’s degree in a technology-related field

Experience in a professional services or law firm environment

Previous experience using DemandTools

Salesforce Administrator and Developer Certifications

Competencies:

An understanding of the value of data and an eye for uncovering insights that will help drive business growth

Strong interpersonal skills and the ability to collaborate and communicate with staff at all levels.

Excellent analytical, written, verbal communication skills

Strong organizational skills and attention to detail

Intellectual curiosity with the ability to derive connections and synthesize information and facts.

Ability to work fast-paced environment with demonstrated ability to coordinate multiple competing tasks and demands, provide high levels of customer service and maintain a professional demeanor at all times

Ability to translate user requirements to technical specifications

Ability to foster a culture of teamwork and cooperation

Ability to keep current with new developments, master new technologies, and adapt to change

Excellent customer service skills

Cooley offers a competitive compensation and excellent benefits package and is committed to fair and equitable employment practices. EOE.

The expected hourly pay range for this position is $32.00 - $47.00. Please note that final offer amount will be dependent on geographic location, applicable experience and skillset of the candidate.

We offer a full range of elective benefits including medical, health savings account (with applicable medical plan), dental, vision, health and/or dependent care flexible spending accounts, pre-tax commuter benefits, life insurance, AD&D, long-term care coverage, backup care for children and/or adults and other parental support benefits. In addition to elective benefit options, benefited employees receive firm-paid life insurance, AD&D, LTD, short term medical benefits as well as 20 days of Paid Time Off (“PTO”) and 10 paid holidays each year. We provide generous parental leave and fertility benefits. New employees will attend a detailed benefit orientation to learn more about our many benefits and resources.

Req 3523