CRM & MarTech Strategy Lead

beneschlaw; Cleveland (OH); Hybrid; USD 117,000 - 149,000; Full time

Benefits offered by this job

Hybrid schedule

Comprehensive benefits package

Job summary

Benesch in Cleveland seeks a Marketing Technology & CRM Strategy Manager to own the CRM (Intapp Deal Cloud) strategy, administration, and roadmap. You will build dashboards and translate data into actionable insights to support business development and client engagement.

Hybrid role with work-from-home flexibility. The ideal candidate has 5–7 years in marketing or CRM within professional services, strong analytics, and hands-on experience with Intapp Deal Cloud.

Qualifications

• Bachelor's degree in marketing, business, communications, information technology or related field.
• 5–7 years of experience in marketing, business development, or CRM/database management in professional services; AmLaw preferred.
• Strong knowledge of CRM systems, Intapp Deal Cloud preferred; experience with data governance and reporting.
• Proven ability to leverage data to support business development and client relationships.
• Excellent analytical, organizational, and problem-solving skills; attention to detail.
• Strong communication and collaboration with attorneys, staff, leadership.
• Proficiency in Microsoft Office; experience with BI tools a plus; Entegrata a plus.

Responsibilities

• Owns the CRM platform (Intapp Deal Cloud) end to end – strategy, administration, configuration, enhancements, data architecture, and ongoing optimization.
• Collects, analyzes, and interprets client, matter, and market data to identify trends and growth prospects.
• Designs, maintains, and distributes dashboards, reports, and analytics for attorneys and firm leadership.
• Manages the vendor relationships as primary liaison for CRM, data enrichment, and marketing technology platforms.
• Collaborates with attorneys and client teams to leverage data and relationship intelligence.
• Partners with marketing directors and finance to ensure seamless uses of Intapp Deal Cloud and marketing technologies across the firm.
• Supports RFPs, pitches, and client presentations with data-driven insights and mapping.
• Develops and leads CRM and MarTech adoption programs, training, change management, and usage metrics.
• Stays current on CRM and marketing technology best practices and recommends enhancements.
• Defines success metrics, adoption KPIs, and ROI reporting frameworks.

Skills

CRM management

Data governance

Data analytics

Business development

Client relationship management

Data-driven insights

Microsoft Office

Intapp Deal Cloud

Entegrata

Education

Bachelor's degree in Marketing/Business/IT or related field

Tools

Intapp Deal Cloud

Entegrata

Microsoft Office

Job description

Benesch in Cleveland seeks a Marketing Technology & CRM Strategy Manager to own the CRM (Intapp Deal Cloud) strategy, administration, and roadmap. You will build dashboards and translate data into actionable insights to support business development and client engagement.

Hybrid role with work-from-home flexibility. The ideal candidate has 5–7 years in marketing or CRM within professional services, strong analytics, and hands-on experience with Intapp Deal Cloud.