CRM Specialist Jobs in Dallas, TX

INTRODUCTION

The CRM and Marketing Technology Administrator will serve as the firm’s primary product administrator of the firm’s client relationship management system (CRM) LexisNexis InterAction, responsible for leading the firm’s CRM strategy reporting to the Manager of Business Development Operations. This role combines technical administration, product strategy, and business partnership, ensuring the CRM supports the firm’s client focused initiatives, business development (BD) goals, and intelligence operations. This role operates at the intersection of technology, data, and business partnership collaborating closely with BD, IT, and other key stakeholders to deliver high-impact solutions, strengthen data integrity, product enhancements and enable firmwide adoption. The ideal candidate brings both strategic vision and hands-on expertise, with the ability to translate complex systems into actionable insights.

ESSENTIAL DUTIES

• Serve as the product administrator for InterAction, defining the roadmap, prioritizing enhancements, and managing the platform lifecycle.
• Lead the firm’s migration to InterAction enhancements, including planning, data readiness, testing, user adoption, and vendor coordination.
• Partner with Data Specialist, BD to align CRM capabilities with client development strategy, key client programs, attorney engagement and relationships and firm adoption.

PLATFORM ADMINISTRATION & DATA STEWARDSHIP

• Oversee all aspects of CRM administration, including configuration, data governance, integrations, and system performance.
• Establish and enforce data quality standards, governance policies, and firmwide data stewardship practices.
• Conduct complex data audits, imports/exports, and advanced reporting using PowerBI and other InterAction tools.

CROSS‑FUNCTIONAL COLLABORATION

• Work closely with Data Specialist, IT, Competitive Intelligence, Marketing Technology, and other administrative teams to ensure CRM data flows seamlessly across systems.
• Manage vendor relationships with LexisNexis, Cirrom and other technology partners.

USER ENABLEMENT & CHANGE MANAGEMENT

• Develop and deliver training programs for attorneys, assistants, and BD staff.
• Create documentation, best-practice guides, and communication plans to support adoption.
• Provide high-level support to power users and troubleshoot escalated issues.

REPORTING RELATIONSHIP

The CRM and Marketing Technology Administrator reports to the Manager of Business Development Operations

Subordinate staff: N/A

QUALIFICATIONS

KNOWLEDGE/EXPERIENCE

• Deep experience administering CRM systems in a law firm, preferably LexisNexis InterAction (on-prem and/or IA+).
• Demonstrated success leading CRM platform upgrades or cloud migrations.
• Strong understanding of law-firm BD processes, client teams, and marketing operations.
• Expertise in data governance, data modeling, reporting, and analytics.
• Led firmwide CRM training and adoption initiatives, developing role-based learning paths, delivering attorney and staff training sessions, and creating clear documentation that increased active InterAction usage and data-quality compliance across the firm.

SKILLS

• Strong data manipulation, computer and information management skills, including knowledge of databases and database administration.
• Strong reporting and data visualization skills.
• Knowledge of database and data management principles and best practices.
• Strong Microsoft Office skills (especially Outlook, Excel and PowerBI).
• Strong grammar and typographical error identification skills. Attention to detail is critical.
• Excellent interpersonal relations, oral and written communication skills required.
• Must have excellent customer service attitude and be comfortable communicating with all levels of staff and lawyers.
• Must also be able to translate technical solutions into layperson’s language and perform ad hoc training when necessary.
• Must be self-motivated, self-learner, independent and able to work effectively with limited supervision.
• Must be able to prioritize, organize, meet tight deadlines, and handle urgent interruptions in a professional manner.

Education

College degree, bachelor’s degree strongly preferred. Associates degree in technical field of study with combination of relevant experience will be considered.

PHYSICAL DEMANDS

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time. Use of some software requires accurate identification of colors.

WORKING CONDITIONS

Professional Office environment. Periodic overtime required.

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.