Marketing Business Planning System Manager - DC

Alchemy Legal - Washington, DC

Marketing Business Planning System Manager - Washington, DC 

Responsible for the management and development of the Firm’s OnePlace Business Planning system. The candidate should have substantial experience with Salesforce and a clear understanding of how the tool supports firm-wide business strategy.


  • Bachelor’s degree.
  • Minimum of three years of experience with OnePlace or, and a mimimum of two years managing a team.
  • Ability to quickly learn and master new technologies.
  • Excellent interpersonal and written/oral communication skills.
  • Detail-oriented, with strong problem solving skills.
  • Excellent project management and organizational skills.
  • Ability to multi-task.


  • Experience managing a CRM pilot and roll-out.
  • Law firm or professional service experience.
  • Experience with broadcast email (Vuture) and content management system (Sitcore ECM) software.

Duties and Responsibilities:

  • Solicit, critically evaluate and document business and functional requirements, ensure alignment with overall marketing strategies, enhance and develop new business processes, and create change management and communication plans for the firm-wide rollout of all OnePlace modules.
  • Project manage, maintain, and coordinate communication with all stakeholders throughout each phase of the project including:
    • working with OnePlace Architects and Developers to build identified business requirements in OnePlace;
    • supporting testing cycles, UAT, regression, and system; and
    • creating training materials and documentation for users.
  • Manage daily operations of OnePlace including maintenance processes, training, ad hoc reporting, bulk uploads, and data integration with other systems.
  • Configure users, maintain profiles, create roles, define and build custom and formula fields, validation rules, page layouts and list views, workflows, and approvals. Manage user access and security, grant and revoke user licenses, update and maintain security to reflect organizational structure changes.
  • Monitor upcoming Salesforce and OnePlace product releases and assess business impact. Coordinate upgrades with IT team to ensure all systems are on current software versions and have appropriate updates applied. Assess and manage impact on end-users.
  • Identify, track, and resolve OnePlace software performance or integration issues.
  • Develop best practices for data entry, quality, newness and comprehensiveness, and create related training and reference materials. Ensure data quality and integrity and implement periodic data cleansing processes.
  • Ensure and audit compliance with privacy and anti-spam laws and regulations.

    Duties and Responsibilities (continued):

  • Create and maintain targeted practice, industry, and ad hoc mailing lists, working with practice group leaders and marketing managers.
  • Create and manage broadcast email and event invitations.
  • Master marketing automation platform and provide analytics on broadcast email campaigns to business development team members, with qualified leads, and follow up recommendatoins.
  • Liaise with vendors, including Gwabbit, OnePlace, and Vuture.
  • Provide training to current and new users, ensuring compliance with data quality standards.
  • Other responsibilities as assigned and required.
  • Timely and regular attendance.

Posted On: Wednesday, April 17, 2019

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