THE ROLE We are seeking a highly skilled and experienced Manager with expertise in the LexisNexis Interaction / Salesforce CRM system. You will be responsible for overseeing the implementation, maintenance, and optimisation of our CRM system to drive customer relationship management initiatives. Your role will involve collaborating with cross-functional teams, managing data integrity, and leveraging CRM analytics to enhance customer engagement and drive business growth. JOB RESPONSIBILITIES CRM Strategy Development: - Develop and execute a robust CRM strategy aligned with the firm's objectives to enhance client relationships and service delivery. - Champion usage of CRM among Partners, Counsels and Executive Assistants. - Liaise with Business Development team and Legal Leadership to understand and respond to their special cases on CRM Data Management and Analysis: - Oversee data collection, management, and analysis to ensure accurate client records and segmentation. - Utilize data insights to inform marketing campaigns, focused new client acquisition, improve client services, and identify opportunities for growth. - Govern data quality of the CRM, in partnership with Contact Management and Accounting. Client Engagement: - Design and implement targeted client engagement programs to foster long-term relationships and increase client satisfaction. - Manage client feedback initiatives to assess service quality and implement changes based on client insights. Collaboration and Training: - Collaborate with various departments (e.g., marketing, business development, conflict management / risk, revenue management and billing) to integrate CRM tools into daily operations. - Train Legal Leaders, Business Development team and EAs on CRM systems Technology Management: - Stay current on CRM technology trends and recommend enhancements to improve system capabilities. - Explore and deploy use cases of adjacent technology such as ONA and Reputation Management. Reporting and Metrics: - Track and report on CRM performance metrics, providing actionable insights to leadership for strategic decision-making.at Practice, Client, Initiative and Opportunity Level - Deploy FP&A- skills to drive Budgeting and Tracking on Sales. - Track and model origination credits aggregated to Partner, Practices, Sectors and Officers. - Recommend ways to increase return on investment on Business Development spends.  CANDIDATE PROFILE Education & Experience - Bachelors/Masters degree in Business Administration, Marketing, Engineering, Law or a related field. Relevant certifications are a plus. - 8-15 years post-qualification experience in managing CRM system such as Sales Force or LexisNexis. - Experience in global law firm, professional services firms and partnership firms is an advantage. Competencies (Skills & Attributes) - Detail-oriented mindset with a focus on data integrity and accuracy. Ability to adapt to evolving technologies and learn new CRM systems quickly. Prior experience in training and supporting CRM users is preferred. - Strong communication and interpersonal skills to effectively collaborate with cross-functional teams and stakeholders. - Excellent leadership, communication, and interpersonal skills, with a proven ability to collaborate effectively across departments. - Experience in developing training programs and fostering a culture of data sharing in business development. - Strategic thinker with strong project management skills and the ability to prioritize tasks effectively. Show more Show less

INCLUSION Experience in B2B PRESALES / BUSINESS DEVELOPMENT is mandatory EXCLUSION We will NOT be able to consider applicants with experience in MARKETING / DIGITAL MARKETING / BRAND MANAGEMENT / CATEGORY MANAGEMENT / MERCHANDISING THE ROLE This role will support the Firm's growth by driving business development initiatives, managing client outreach, and enhancing market visibility. This role involves coordinating strategic planning, developing marketing and pitch materials, supporting events and sponsorships, and maintaining key business intelligence. The individual will work closely with partners and cross practice teams to ensure alignment with the Firm's objectives and effective positioning in the legal market. The incumbent will be a part of a team which is responsible for: - Leading significant strategic change projects across the Firm - Driving business development efforts for the wider Firm - Being repository of relevant market intelligence - Enhancing Firm's branding and profile with efficient internal and external communication Span of Control: drive business development initiatives, including client outreach, marketing and pitch materials, events, partnerships and sponsorships Qualification: MBA / Graduate from a Tier 1 institute Post Qualification Experience: 4-8 years in B2B Business Development Designation: Assistant Manager Location: Mumbai Reporting to: Executive Director JOB RESPONSIBILITIES The incumbent will primarily be in charge of: Strategic Planning - Understand the Firm's and the identified practice's strategic plan and ensure that the Firm's business development objectives support the overall plans. - Assist in the development and execution of annual business plans for identified practices. - Proactively work with partners to target and develop clients. - Support the Firm's client development and CRM activities through coordination of client planning, monitoring of activity and reporting, including metrics based on financials and time. - Support the Firms fee-earners in cross-practice collaboration through the marketing of services, including the development of go-to-market materials in cooperation with other practice groups. - Assist on development of new services and deployment of thought leadership content and other profile-raising activities, including publications, sponsorships and events; and - Proactively look for opportunities to share best practice and improve processes. Business Development - Manage proposal development for strategic opportunities, including delivery timelines on large or strategic proposals and presentations, refine value propositions and points of view in adherence to Firm guidelines. - Prepare, coordinate and finalize pitches and capability statements for clients, working with a lead Partner or engagement team, coordinating input from other contributors and giving input into cross-practice pitches as required. - Regularly update pitch collateral, ensure standard pitch data is up to date and fit for use for the Firm/practices. - Identifying potential work opportunities / client onboarding either through industry relationships or using social media platforms including Linkedin and industry databases such as MergerMarket, VCCircle, etc. - Regularly engage with business associations/ communities, including attending key networking events and liaison regarding collaboration opportunities. - Assist partners with client opportunities e.g. (background research, preparation of target lists, note taking/participation in visits with partners, etc.) and track these opportunities. - Database management - create, maintain and work with lawyer teams to update membership lists, client contacts, mailing lists, deals database and so forth. - Assist in coordination of events such as internal trainings, internal meetings, client conferences, client visits and sponsored events as required. - Assist with tracking and reporting of BD activities; and Prepare reports or summaries regarding BD activities and performance. Credentials & Marketing Material - Ensure the Firm's suite of marketing materials, including capability statements, pitch templates, deals lists, and website content (internal and external) are up to date and assist with the creation of new materials to meet developing needs. - Develop materials that can be used to consistently communicate with clients and prospective clients on the major topics of the Firm. - Identify and develop marketing materials required by practitioners in the Firm according to the frameworks and templates defined in the Firm's marketing standards; and - Manage standards and procedures to ensure that the Firm's work experience (deals or matters) is collected on a regular and timely basis and stored in the Credentials Repository. Events & Conferences - Closely engage with trade bodies, industry associations, high commissions, multiplier agencies and intermediaries. - Maintain list of top agencies that would be relevant for our promotion as a law firm. - Keep a close tab on events, conferences, webinars proposed. - Ensure good representation of KCO on prime committees and delegations. - Make recommendations on participation and sponsorship proposals; and - Curate strategy to optimize our presence at events with prime speaker slots and branding CANDIDATE PROFILE EDUCATION AND PRIOR EXPERIENCE - 4-6 years of relevant experience in business development, marketing, or client relationship roles within professional services, consulting, or legal services sectors. - Proven experience in managing proposals, marketing materials, events, and stakeholder communication. - Exposure to cross-functional collaboration and client-facing responsibilities in a high paced, dynamic environment. - Experience with CRM tools, market research platforms, and performance tracking systems - Master's degree in Business Administration (MBA) or equivalent, with a specialization in Marketing, Strategy, International Business, or a related field. - Additional certifications in digital marketing, project management, or strategic planning will be an added advantage. 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