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About the Role

This role is perfect for the experienced professional who is looking to build dashboards and use their InTapp Deal Cloud experience to connect the dots and own firm's CRM from end to end. Join Benesch and play a pivotal role in shaping the marketing success of our organization. The Marketing Technology & CRM Strategy Manager plays a critical role in advancing the firm's marketing and business development goals by owning the strategy, maintenance, and optimization of the firm's CRM and marketing technology platforms.

Responsibilities

Owns the CRM platform (Intapp Deal Cloud) end to end – strategy, administration, configuration, enhancements, data architecture, and ongoing optimization - ensuring it effectively supports business development and client engagement.
Leads the marketing data strategy and collaborates with IT to ensure technology investments align with business development priorities.
Collects, analyzes, and interprets client, matter, and market data to identify trends, cross-selling opportunities, and growth prospects.
Designs, maintains, and distributes dashboards, reports, and analytics that provide attorneys and firm leadership with actionable insights.
Manages the vendor relationships as primary liaison for CRM, data enrichment, and marketing technology platforms, including evaluating new solutions, overseeing contacts, and ensuring alignment with firm needs.
Collaborates with attorneys and client teams to leverage data and relationship intelligence to strengthen client engagement.
Partners with marketing directors and finance to ensure seamless uses of Intapp Deal Cloud and marketing technologies across the firm.
Support RFPs, pitches, and client presentations with data-driven insights, relationship mapping, and client intelligence.
Develops and leads formal CRM and MarTech adoption programs, including training, documentation, change management, and usage metrics tracking, to drive meaningful adoption, ensure high-quality data, and translate insights into stronger client engagement and business development impact.
Stays current on CRM and marketing technology best practices, recommending enhancements that increase efficiency and impact.
Defines success metrics, adoption KPIs, and reporting frameworks to measure the impact of ROI and CRM and marketing technology investments.

Requirements

Bachelor's degree in marketing, business, communications, information technology or related field required.
5–7 years of experience in marketing, business development, or CRM/database management within professional services; law firm or AmLaw experience strongly preferred.
Strong knowledge of CRM systems (Intapp Deal Cloud preferred) and demonstrated ability to manage system administration, data governance, and reporting.
Proven experience in leveraging data to support business development, client relationship management, and strategic decision-making.
Excellent analytical, organizational, and problem-solving skills, with attention to detail and accuracy.
Strong communication and interpersonal skills; ability to collaborate effectively with attorneys, staff, and leadership.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with reporting tools or business intelligence platforms a plus.
Experience with Entegrata a plus.

Skills

Intapp Deal Cloud
CRM systems
System administration
Data governance
Reporting
Data analysis
Business development
Client relationship management
Strategic decision-making
Microsoft Office Suite (Excel, PowerPoint, Word)
Reporting tools
Business intelligence platforms
Entegrata

Location

New York

Work Type

Hybrid
Work from home flexibility

Experience Level

5-7 years

Education Level

Bachelor's degree

Salary/Compensations

$146K to $186K

Benefits

Discretionary bonus
Comprehensive benefits package

About the Company

At Benesch we pride ourselves on exceeding expectations and building trust not only with our clients but with our employees - Benesch's #1 asset.
Committed to providing not only the highest level of legal service to our clients, Benesch also aspires to create a positive work environment for our employees.
Our Firm continues to earn placement on Chicago and Cleveland's Top Workplaces list, along with Cleveland's NorthCoast 99 Top Workplaces rankings.
We also continue to advance on the AmLaw 125 list, placing us among the top 125 law firms in the country.
Benesch is proud to be recognized for being a Firm that attracts and retains top talent - making Benesch a great place to work.
We offer a hybrid schedule, career development and growth, transparent and visible leadership teams, and a place where diversity, equity and inclusion is celebrated.
In addition, the Firm offers a full array of benefits which can be viewed at www.mybeneschbenefits.com.
We are one of the fastest growing firms in the nation, and have offices in Chicago, Cleveland, Columbus, Miami, New York City, San Francisco, and Wilmington.
We continue to expand our geographic footprint and value the talent that comprises each of our locations.
If you are someone who champions a First in Service approach and are ready to be part of an exciting and growing Firm, we would invite you to apply to join our team.

Equal Opportunity

Benesch is an equal opportunity employer.
We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at 216-363-4578 or email at cwatson@beneschlaw.com.