CRM & Client Intelligence Manager

schwabe • United State

Remote

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AI Summary

Lead the firm’s InterAction CRM and leverage data, technology, and AI to enhance marketing, business development, and client service. Build a culture of CRM adoption, improve data quality, and develop AI-driven solutions to support firm growth. Requires 5+ years of CRM/marketing tech experience with strong analytical and collaborative skills.

Key Highlights

Lead CRM strategy, data quality, workflows, and integrations for a law firm

Drive AI and technology adoption to support marketing, business development, and client service

Foster a culture where CRM and data are valued for relationship-building and decision-making

Key Responsibilities

Own and manage the firm’s InterAction CRM, ensuring data quality, workflows, integrations, and reporting

Develop AI-driven solutions to support marketing, business development, and client service initiatives

Create dashboards, reports, and analytics to provide insights into clients, relationships, and opportunities

Collaborate with Client Relations, Knowledge Management, and IT to implement technology-driven improvements

Train and support lawyers, legal assistants, and Client Relations professionals in CRM and AI tool usage

Stay current on CRM, AI, and legal technology trends to identify valuable applications for the firm

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Technical Skills Required

CRM Systems (InterAction) Data Analytics AI Tools

Benefits & Perks

Competitive salaries

Medical, dental, life, and LTD insurance

401(k)/profit sharing

Tuition reimbursement

Employee Assistance Programs

Transit subsidy

Paid holidays, vacation, and sick time

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Nice to Have

Law firm or professional services experience

Experience with Excel and other data visualization tools

Strong understanding of client relationship management in legal contexts

Job Description

Location: Seattle, WA or Portland, OR (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.

About Schwabe, Williamson & Wyatt:

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.

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