Marketing Technology & CRM Data Steward (Reporting)

Burr & Forman; Birmingham (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

401(k) retirement plan

Job summary

Burr & Forman is seeking a Marketing Technology Coordinator to support business development through stewardship of marketing data, technology, and reporting. The role focuses on CRM data quality, list management, and reporting within the firm’s marketing technology stack.

The ideal candidate has a bachelor’s degree with 3+ years in marketing tech, strong Excel and Power BI skills, and proven ability to manage multiple tasks with attention to detail.

Qualifications

• Bachelor’s degree or equivalent combination of education, training and experience.
• 3+ years of applicable marketing technology experience with knowledge of CRM and data cleanup.
• Demonstrated ability to manage multiple assignments with competing deadlines and priorities.
• Intermediate proficiency with Excel, including advanced formulas and conditional formatting used for data cleanup.
• Experience managing workload and collaborating on projects via a project management platform (Asana preferred).
• Experience building reports in a data visualization platform (Power BI preferred).
• Excellent communication and collaboration skills with strong attention to detail.
• Some overtime may be required.

Responsibilities

• Enter and update CRM contact data according to the firm’s data standards.
• Perform de-duplications and contact merges to ensure clean recordkeeping.
• Assign contacts to proper lists and update with activity/relationship data.
• Review and resolve CRM ticket requests promptly and follow best practices.
• Identify opportunities for data standardization and cleanup through special projects.
• Coordinate communications to attorneys and staff for gathering complete contact data.
• Respond to CRM-related requests from attorneys and staff.
• Provide basic end-user training on CRM basics to attorneys and staff.
• Troubleshoot CRM issues without oversight.

Skills

CRM management

Data governance

Excel advanced

Power BI

Asana/project management

Communication

Attention to detail

Overtime flexibility

Education

Bachelor's degree or equivalent

Tools

CRM software

Excel

Power BI

Job description

Burr & Forman is seeking a Marketing Technology Coordinator to support business development through stewardship of marketing data, technology, and reporting. The role focuses on CRM data quality, list management, and reporting within the firm’s marketing technology stack.

The ideal candidate has a bachelor’s degree with 3+ years in marketing tech, strong Excel and Power BI skills, and proven ability to manage multiple tasks with attention to detail.