Analysis Group is one of the largest international economics consulting firms, with more than 1,500 professionals across 15 offices in North America, Europe, and Asia. Since 1981, we have provided expertise in economics, finance, health care analytics, and strategy to top law firms, Fortune Global 500 companies, and government agencies worldwide. Our internal experts, together with our network of affiliated experts from academia, industry, and government, offer our clients exceptional breadth and depth of expertise.
The CRM Manager serves as the primary business owner of the firm’s CRM, ERM, and relationship intelligence ecosystem. This role is responsible for translating marketing technology strategy into CRM platform capabilities, driving data governance, and surfacing actionable client intelligence in support of broader marketing and digital marketing initiatives. The CRM Manager acts as the bridge between strategy and execution — partnering with Marketing colleagues, practice leaders, IT, and technology vendors to ensure the CRM ecosystem delivers measurable business value and supports firm growth priorities. The role also identifies and advances opportunities to leverage AI and emerging technologies to enhance CRM capabilities, data insights, and operational efficiency. The CRM Manager partners closely with the Marketing Operations Manager to align CRM priorities with broader systems strategy, cross-platform initiatives, and firmwide technology investments.
Essential Job Functions and Responsibilities:
- Own the CRM, ERM, and relationship intelligence product roadmaps, enhancement backlog, and day-to-day prioritization ensuring alignment with broader marketing technology strategy, firm growth priorities, and user needs.
- Serve as the primary business owner for CRM platform management, translating broader marketing strategy into platform capabilities, workflows, and priorities in partnership with the Marketing Operations Manager.
- Establish and maintain a CRM data governance framework, including data standards, stewardship roles, taxonomies, business rules, sync controls, exception management, and ongoing quality monitoring.
- Act as the liaison between senior stakeholders and the broader Marketing Operations team, serving as the go-to partner for CRM systems and data strategy.
- Meet regularly with stakeholder groups to identify system needs and pain points; lead weekly CRM meetings and joint vendor/IT discussions.
- Develop and maintain product roadmaps covering leadership objectives, timelines, and system development priorities.
- Draft requirements documents for new development projects and explore viable vendor solutions to bridge system gaps.
- Identify data gaps and work with the Marketing Data Coordinator and Marketing & Campaign Specialist to prioritize and resolve data quality issues.
- Develop, document, and socialize data quality standards; contribute to team infrastructure through templates, systems, and processes others can use and learn from.
- Build custom reports and dashboards to support stakeholder initiatives and surface cross-sell opportunities or relationship intelligence signals.
- Identify and implement opportunities to leverage AI and automation within the CRM and data ecosystem to improve data quality, reporting, segmentation, and user workflows.
- Coordinate and conduct user system testing. This includes producing testing scripts, identifying appropriate testing groups, and developing a regression testing model for periodic system upgrades.
- Drive user adoption through proactive engagement, training programs, and support documentation.
- Manage and optimize the ERM solution (Introhive): identify opportunities to extend usability, uncover actionable business development trends, and develop custom reports and dashboards.
- Present periodic updates to the Marketing team on new system functionality and related processes; represent the team in cross-functional discussions and with external vendors.
Qualifications:
- Bachelor’s degree in Marketing, Business, Information Systems, or a related field required.
- 6–8+ years of experience in CRM administration required, preferably in a professional services setting.
- Demonstrated experience owning CRM platforms end-to-end, including roadmap development, stakeholder management, and data governance.
- Proven ability to work independently on complex, multi-stakeholder projects and manage high-stakes initiatives end-to-end.
- Strong proficiency in CRM and ERM platforms, with experience in data synchronization, reporting, and workflow configuration required.
- Experience establishing and maintaining data governance standards and practices across integrated systems.
- Experience building reports and dashboards (e.g., Power BI or similar tools) to support business insights and decision-making.
- Experience applying AI or automation tools to improve data workflows, reporting, or business processes within CRM or marketing technology environments.
- Excellent communication and presentation skills, with the ability to translate technical concepts for non-technical audiences and engage confidently with senior stakeholders.
- Sound judgment and professionalism when engaging with senior consultants, vendors, and firm leadership.
- Experience with Power BI or other business intelligence and reporting tools.
- Knowledge of data governance frameworks and best practices.
- An inclusive and growth-oriented mindset, strong interpersonal skills, and an ability to work collaboratively across different teams and seniority levels throughout the firm.
- To the extent permitted by applicable law, eligible candidates must be authorized to work in the United States without sponsorship or restriction, now and in the future.
Preferred Qualifications:
- Familiarity with legal, financial, or professional services industry environments.
- Experience designing and delivering end-user training programs and building team documentation infrastructure.
- Familiarity with AI-driven tools for data enrichment, relationship intelligence, or marketing optimization.
Analysis Group embraces equal opportunity. We are committed to building teams that bring a variety of backgrounds, perspectives, and skills, as we believe that a strong and inclusive workforce directly supports our goal of providing the highest-quality work. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or any other class protected under applicable federal, state, or local law, and we encourage candidates of all backgrounds to apply.
Analysis Group offers competitive compensation and a comprehensive benefits package. The estimated salary range for this position is $100,000–$120,000. Compensation offered will be based on a number of factors including work experience, education, and skill level. This role is eligible for a discretionary annual bonus that is determined in large part by individual performance. To learn more about our benefit offerings, click here.
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