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CRM Specialist (Zoho/Filevine)

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ConsultNet

2024-11-05 05:42:35

Job location Minneapolis, Minnesota, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

A dynamic plaintiffs' law firm with offices in Minneapolis, Phoenix, and Los Angeles seeks an entry-level CRM Specialist to join the Minneapolis team. This role focuses on managing and optimizing CRM systems (Zoho and Filevine), analyzing data for insights, and enhancing client management processes through CRM workflows and automation.

Key Responsibilities:

  • Manage and maintain CRM systems.
  • Analyze data to ensure accuracy.
  • Train staff and create CRM reports.
  • Collaborate for seamless integration with other firm software.

Must-Have Qualifications:

  • Bachelor's in Business, IT, Data Science, or related field.
  • Experience with CRM (Zoho)
  • Advanced skills in Excel, including data manipulation, pivot tables, and complex formulas.
  • Ability to interpret large amounts of data and provide actionable insights
  • Strong Communication and Team Skills
  • Experience Creating dashboards (especially Zoho Dashboards)
Nice To Have:
  • Filevine Experience
  • IT Experience within a Law Firm

This is an excellent role for candidates with strong analytical, organizational, and communication skills in a legal environment.

Welcome to ConsultNet and the family of companies, Tekne, SaltClick, TechBridge, and OmniMedia. As a premier national provider of technology talent and solutions, our expertise spans across project services, contract-to-hire, direct placement, and managed services both onshore and nearshore.

Celebrating more than 25 years of partnership with a diverse client base, we've crafted rewarding opportunities for our consultants, fostering high-performing teams that deliver impactful results.

Over the last few years thousands of consultants have found their calling with us in roles that have made a meaningful impact on their lives, enhanced their career, challenged them, and propelled them towards achieving their personal and professional goals. At the ConsultNet family of companies, we believe effective communication is crucial in aligning the right job with your unique skills and professional aspirations. To us, it's all about the personal approach we take and the values we uphold.

Our comprehensive service offerings cover a wide range of technology positions across key markets nationwide. Client more at .

We champion equality and inclusivity, proudly supporting an Equal Opportunity Employer policy. We welcome applicants regardless of Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other status protected by law.

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