Marketing Manager – Client Data & Insights

SWCA, Incorporated; United States; Hybrid; USD 110,000 - 150,000; Full time

Job summary

SWCA Environmental Consultants seeks a Marketing Manager - Client Data & Insights to lead the Client Data & Insights team and advance how the firm understands, supports, and serves its clients. You’ll oversee Deltek Vantagepoint CRM, data governance, and client intelligence reporting, guiding data quality and analytics.

This highly collaborative role connects technology, data, processes, and people, enabling AI-driven improvements, automation, and better decision-making across the organization.

Qualifications

• Six years of experience in CRM administration or related functions.
• Demonstrated experience leading Deltek Vantagepoint CRM governance, workflows, and data quality.
• Strong experience overseeing Power BI development and dashboards.
• Experience managing client feedback programs (Voice of the Client).
• Experience implementing workflow automation and AI-enabled processes.
• Understanding of business development, sales, and client relationships in professional services.
• Experience leading analysts, CRM professionals, or data specialists.
• Ability to translate business needs into scalable processes and solutions.
• Strong collaboration and change management skills.

Responsibilities

• Serve as business owner for Deltek Vantagepoint CRM functionality, data structures, workflows, dashboards, reporting, and integrations.
• Develop and maintain a multi-year Vantagepoint CRM roadmap aligned with SWCA’s growth and objectives.
• Prioritize CRM enhancements, integrations, automation opportunities, and UX improvements.
• Monitor CRM adoption and lead stakeholder engagement, training, and change management.
• Drive continuous improvement of client journey and pursuit pipeline workflows within the CRM.
• Lead Power BI reporting for sales, pipeline, client intelligence, and growth insights.
• Expand reporting capabilities toward predictive analytics.
• Lead execution of SWCA’s client feedback program, reporting, and stakeholder communications.
• Integrate client feedback with CRM and performance data to identify opportunities and risks.
• Pilot AI-enabled data enrichment and automation solutions.

Skills

CRM administration

Vantagepoint CRM

Power BI

Data governance

Voice of the Client

Workflow automation

Stakeholder management

Team leadership

Education

Bachelor’s degree in Business/Marketing/IS/Analytics

Tools

Deltek Vantagepoint

Power BI

Job description

About the opportunity

SWCA Environmental Consultants is seeking a Marketing Manager - Client Data & Insights (HR Title: Marketing Technology & Information Manager) to lead our Client Data & Insights team and help advance how our growing, employee-owned firm understands, supports, and serves its clients. In this role, you’ll lead the people, platforms, processes, and programs that support SWCA’s client intelligence ecosystem. You’ll serve as the primary business lead for Deltek Vantagepoint CRM, guide client data governance and quality, oversee sales and client intelligence reporting, and help expand our Voice of the Client program. You’ll also have an opportunity to rethink how the work gets done. Through automation, AI, and continuous improvement, you’ll help reduce manual processes, make client intelligence easier to access, and give employees and leaders better information for making decisions.

This is a highly collaborative role for someone who enjoys connecting technology, data, processes, and people to solve complex business challenges and improve client experience. You’ll work closely with the Client Intelligence & Analytics Director, Information Technology, Marketing, Client Services, business leaders, and system users across the organization. This is a full-time, regular, salaried/exempt opportunity that offers flexibility to work distributed (=remote), in a hybrid capacity, or from any SWCA office location.

To be considered for this position, a cover letter must accompany your resume.

Application deadline: Applications are reviewed on a rolling basis, and interviews may be scheduled as qualified candidates are identified. This position may close without prior notice once a strong candidate pool is established.

What you will accomplish

• Assists in the development and implementation of a client data and insights strategy aligned with the company's overall marketing and business goals. Contributes to SWCA’s strategic planning and department leadership.


• Directs the development and maintenance of marketing dashboards and reports to track performance metrics and key performance indicators. Leads the analysis of marketing data to extract actionable insights and trends and inform and optimize marketing and sales strategies.


• Oversee the implementation, integration, and maintenance of Vantagepoint CRM and voice of the client systems, processes, and data.


• Stays current with industry trends and emerging technologies in marketing. Continuously seeks opportunities to improve marketing processes and technology infrastructure. Seeks out opportunities to inform and educate others.


• Institutes and upholds rigorous quality assurance and control standards for collecting, storing, and maintaining marketing data, ensuring data integrity, accuracy, security, and compliance with data privacy regulations. Simultaneously, ensures strict adherence to safety policies and procedures, safeguarding the team's welfare and compliance with regulatory requirements.


• Leads highly complex projects or programs that have significant strategic importance and/or broad organizational impact.


• Oversees team development of innovative data services, processes, and products to address current and future business needs.


• Works closely with marketing, sales, technology, and other departments to ensure alignment and integration of technology solutions and data to meet marketing team needs.


• Communicates data insights and recommendations company-wide and champions the use of data-driven decision making to identify growth opportunities and market trends.


• Manages a diverse team that may include both supervisors and individual contributors. Responsibilities include hiring, onboarding, developing, and managing staff. Mentors staff for impactful influence, coaching others in technical excellence, leadership, and strategy, and also develops specialized products, processes, or solutions. Fosters team development and collaboration to enhance outcomes and engagement.


• Performs related work as assigned.

Additional Job-Specific Responsibilities

• Serve as the business owner and subject matter expert for Deltek Vantagepoint CRM functionality, data structures, workflows, dashboards, reporting capabilities, and integrations.


• Develop and maintain a multi-year Vantagepoint CRM roadmap aligned with SWCA’s growth, client experience, and operational objectives.


• Prioritize and manage CRM enhancements, integrations, automation opportunities, upgrades, and user experience improvements in partnership with technology and ERP stakeholders.


• Monitor CRM adoption and lead stakeholder engagement, user training, change management, and compliance strategies that increase engagement and business value.


• Drive continuous improvement of client journey and pursuit pipeline workflows within the CRM.


• Lead Power BI reporting for sales, pipeline, client intelligence, and growth insights in alignment with SWCA’s broader data analytics program.


• Expand reporting capabilities from descriptive reporting toward predictive and forward‑looking analytics.


• Lead execution and continuous improvement of SWCA’s client feedback program, including survey deployment, response monitoring, closed‑loop follow‑up workflows, reporting, and stakeholder communications.


• Integrate client feedback with CRM, business performance, and relationship data to identify client opportunities and risks.


• Pilot AI-enabled and automated solutions for data enrichment, cleansing, duplicate management, classification, workflow efficiency, and insight generation.

Experience and qualifications for success

• Six years of experience in CRM administration, CRM operations, sales operations, marketing operations, business intelligence, client intelligence, or related functions.


• Demonstrated experience leading Deltek Vantagepoint CRM, including system governance, workflow design, reporting, and data structure and quality.


• Strong experience overseeing Power BI development and ensuring dashboards and reports meet quality, usability, and accessibility standards.


• Experience managing client feedback, Voice of the Customer, Voice of the Client, or customer experience programs.


• Experience implementing workflow automation, AI-enabled business processes, or data automation solutions.


• Strong understanding of business development, sales, pursuits, client relationships, and project lifecycle processes within a professional services environment.


• Experience leading and developing analysts, CRM professionals, data specialists, or similar roles.


• Ability to connect business needs with technology and translate them into scalable processes and solutions.


• Ability to interpret complex information and communicate insights and recommendations clearly to technical and nontechnical audiences.


• Strong collaboration, stakeholder management, communication, and change management skills.


• A continuous‑improvement mindset and interest in finding better ways to connect people, processes, data, and technology.

Preferred Qualifications

• Bachelor’s degree in Business, Marketing, Information Systems, Analytics, Data Management, or related field.


• Eight (8) + years of related experience.