CRM Specialist

Reinhart Boerner Van Deuren s.c.

At Reinhart Boerner Van Deuren, we know that every trusted relationship begins with understanding. That is why each of our committed attorneys take the time to listen critically, learn the unique attributes of each client’s business, and work together to build a foundation for success that goes beyond providing legal services. While doing so, we draw upon an exceptionally broad base of experienced attorneys and a deep knowledge of the industries and sectors we serve. This blend of active understanding grounded by informed perspective equips our attorneys to deliver uniquely creative, yet efficient, legal counsel.

By consistently offering our clients cost-effective and innovative legal counsel, we have established ourselves as trusted advisers in many areas of corporate law. Our Client Service Standards, upheld to by all lawyers and staff, affirm our commitment to put the needs of our clients first and to pursue excellence in all that we do.

Reinhart meets the ever-evolving needs of today’s business with innovation, focus and commitment. The firm’s more than 200 attorneys are dedicated to providing accessible, responsive service from our nine offices throughout the country.

Founded in 1894, Reinhart ranks among the nation’s 200 largest law firms (National Law Journal). We serve as attorneys and counselors to public and privately held corporations, financial institutions, family-owned businesses, Taft-Hartley retirement plans, exempt organizations and individuals. Throughout our history, we have relied on entrepreneurship, teamwork and dedicated service to help our clients achieve their business goals. Our client-driven approach is firmly rooted in creative thinking, intelligent advice and conscientious service, no matter what area of business law our clients require.

Position Details

CRM Specialist
Southeast Wisconsin
MIlwaukee, WI

As a member of the Marketing team the CRM Specialist is responsible for coordination, management and strategic planning related to the Marketing Department's CRM platforms and database (Legal360 and HubSpot). The CRM Specialist has oversight for practices, strategies and technologies that the firm uses to manage and analyze client interactions and data throughout the client lifecycle, with the goal of improving business relationships with clients, assisting in client retention and driving client engagement. This position oversees and implements marketing databases and coordinates the delivery of firm-generated content and marketing messages via electronic communication and other direct marketing mechanisms anddevelops strategy for targeted marketing deployments and campaigns and is responsible for subsequent data extraction/analysis, list or lead generation, and evaluating effectiveness of marketing campaigns. The CRM Specialist works in close coordination with other marketing team members, most notably those responsible for content generation, events and public relations/messaging, to develop and evolve overall marketing communications strategies and tactics. Ultimately this role relies on creative thinking, careful analysis and sound judgment to plan and accomplish goals.

You will join a supportive, hard-working team of Marketing professionals dedicated to client service excellence. We encourage and promote teamwork among our many employees and this integral component of our workplace creates a rewarding employment experience where everyone adds value to the services we provide.

Responsibilities vary but include:

  • Oversee, maintain and evolve the firm's database and CRM platforms to provide a robust mechanism for strategic marketing communications and business development with clients and potential clients. 
  • Develop and implement data maintenance plans to monitor integrity of data for targeted marketing and communications efforts. 
  • Manage and implement the delivery of external firm direct communications (primarily electronic) to targeted clients. 
  • Oversee list segmentation for all direct and interactive marketing campaigns and communicate requirements to the primary database vendor. 
  • Conduct data extraction, analysis and lead generation/ recommendations for further action.
  • Analyze campaign for key metrics and make recommendations for improvement/modifications as required to enhance effectiveness. 
  • Coordinate the development of invitations lists and assist with RSVP tracking and confirmations. 
  • Provide internal support to all database users, including training, troubleshooting, and coding. 
  • Ensure that the data, and the processes used to add and maintain data, are compliant with GDPR, CASL and the CCPA. 
  • Create custom reports as requested. 
  • Read technical journals and/or manuals, attends vendor seminars, and takes advantage of appropriate professional development opportunities to learn about new CRM and database marketing techniques.

Required qualifications include:

  • Bachelors Degree 
  • Three to five years of experience 
  • Minimum of three (3) years’ experience working with CRM systems and technology.
  • Advanced experience with CRM systems. Knowledge of Microsoft Dynamics365/Legal360 and HubSpot systems and platforms a plus. 
  • Demonstrated proficiency with MS Office Suite including Word, Excel, PowerPoint.
  • Demonstrated ability to organize and prioritize work in a dynamic and complex environment to meet deadlines and daily requirements. 
  • Strong attention to detail and excellent proofreading skills. 
  • Ability to effectively develop and maintain effective business relationships with co-workers and outside parties. 
  • Ability to apply technical knowledge or guidance, analyze and interpret data from several sources, solve problems by applying precedent or extrapolating from previous experience.
  • Demonstrated proficiency in written and verbal communications. 
  • Self-motivated and autonomous. 
  • Legal industry experience and knowledge are desirable as is experience within a professional services firm.

« Back