Senior Marketing Tech & Relationship Intelligence Lead

The Brattle Group; Boston (MA); On-site; USD 157,000 - 175,000; Full time

Benefits offered by this job

Competitive benefits

Bonus program

Job summary

The Brattle Group in Boston offers a Senior Manager role leading marketing technology and client intelligence initiatives. You will drive governance, analytics, and platform optimization across InterAction CRM, ERM, WordPress, Vuture, and Cvent to support business development and client engagement.

The role requires hands-on leadership, strategic thinking, and collaboration with cross-functional teams to deliver data-driven insights and ROI. Competitive base salary and bonus.

Qualifications

• Bachelor’s degree in Business, Marketing, Information Systems, Data Management, or a related field; Master’s degree preferred.
• Certifications in CRM administration, data governance, or BI are a plus.
• 8+ years of experience managing marketing technology platforms including CRM, ERM, marketing automation, CMS, and analytics.
• Experience building or leveraging client/relationship intelligence systems for BD.
• Experience leading and developing teams, setting priorities, giving feedback.
• Ability to translate data into actionable BD insights and track client relationships.
• Familiarity with pipeline management and opportunity tracking in professional services.
• Proven ability to lead platform implementation projects from concept to execution.
• Strong communication, PM, and stakeholder engagement skills.
• Expert InterAction or other CRM experience, WordPress, Vuture, Cvent, and AI-enabled processes.

Responsibilities

• Lead Brattle’s marketing tech ecosystem (CRM, ERM, CMS, email marketing, event tools).
• Oversee CRM/ERM integrations with financial data and experience management for client intelligence.
• Manage CRM team and cross-functional contributors.
• Evaluate and implement AI solutions to enhance workflows and marketing capabilities.
• Drive selection, integration, and enhancement of marketing platforms.
• Establish data governance, quality standards, and privacy compliance (GDPR, CCPA).
• Act as a SME and strategic advisor for best practices, workflows, and ROI.
• Lead user enablement, training, and stakeholder engagement across the firm.
• Monitor marketing tech trends and AI-driven capabilities.
• Oversee Brattle.com operations aligning with brand standards.
• Partner with stakeholders and external developers for website enhancements.
• Oversee email marketing automation (Vuture) and integration.

Skills

CRM administration

Data governance

InterAction CRM

WordPress

Vuture

Cvent

AI in marketing

Stakeholder engagement

Project management

Team leadership

Marketing technology

Education

Bachelor’s degree in Business/Marketing/IS

Master’s degree preferred

Tools

InterAction CRM

WordPress CMS

Vuture

Cvent

ERM

Job description

The Brattle Group in Boston offers a Senior Manager role leading marketing technology and client intelligence initiatives. You will drive governance, analytics, and platform optimization across InterAction CRM, ERM, WordPress, Vuture, and Cvent to support business development and client engagement.

The role requires hands-on leadership, strategic thinking, and collaboration with cross-functional teams to deliver data-driven insights and ROI. Competitive base salary and bonus.