Implementation & Technical Account Management·Confirmed live in the last 24 hours·
Full-timeChicago, IL, USANo salary listed
About the Job
Requirements
Hands-on experience working with CRM systems inside Am Law or mid-sized law firms, or within professional services organizations such as consulting, accounting or financial services, with a track record of improving adoption and outcomes.
Demonstrated ability to plan change initiatives tailored to law firm cultures.
Experience designing and delivering multi-format training and developing user-friendly training assets.
Strong understanding of law firm marketing and business development operations.
Proficiency in CRM configuration, administration and optimization; data hygiene, governance, segmentation and reporting; marketing automation and email marketing tools; and functional familiarity with CRM integrations and APIs.
Strong data management and analytics skills, including the ability to build actionable dashboards and reports aligned to business development goals and key performance indicators.
Skill in requirements gathering, roadmap planning and strategic consulting.
Ability to explain technical concepts to non-technical users.
Understanding of legal industry expectations around confidentiality, data privacy and information security.
Ability to manage multiple client priorities independently and deliver high-quality work on deadline.
Responsibilities
Serve as a subject-matter expert on leading law firm CRM platforms, including Intapp DealCloud, Salesforce, HubSpot, InterAction+, Nexl, Dynamics and Zoho.
Support CRM implementation, configuration, migration, cleanup and optimization projects.
Contribute to change management efforts, including stakeholder communications, user engagement planning and adoption strategies tailored to law firm cultures.
Develop and deliver training programs, including live trainings, one-on-one sessions, recorded demos, quick-reference guides and full training manuals.
Advise on best practices for data structure, contact management, experience tracking, activity capture, segmentation and reporting in the law firm environment.
Assist with marketing automation, email campaign setup, event tracking and integrations with third-party tools such as event platforms, proposal systems and website forms.
Troubleshoot CRM and marketing technology issues and provide practical, action-oriented recommendations.
Translate marketing and business development goals into scalable workflows, automations, dashboards and reports that improve efficiency and transparency.
Collaborate with other consultants, business development leaders, marketers, IT teams and attorneys at client firms to ensure alignment across people, processes and technology.
Document processes, system configurations, requirements and recommendations in clear, user-friendly formats that support long-term sustainability.
Builden Partners is seeking an experienced legal marketing technology (MarTech) consultant with deep, hands‑on law firm CRM expertise to support project-based client engagements that require technical skill, system optimization and practical, execution‑focused support. This is a remote, flexible contract role ideal for independent professionals who understand how law firms actually use CRM systems (and where they struggle) and can translate strategy into efficient, scalable workflows.
As a contractor, you’ll partner with Builden and its clients on defined scopes of work related to CRM optimization, workflow development, data integrity, marketing automation and technology adoption.
About Builden Builden Partners is redefining how law firms approach marketing and business development. Headquartered in Chicago and serving clients nationwide, our process-driven approach to law firm marketing has fueled remarkable growth, earning us a spot on the 2025 Inc. 5000 Fastest-Growing Companies List.
Serving a diverse client base ranging from premier legal boutiques to global powerhouses, we transform fragmented marketing efforts into cohesive, forward-looking strategies that resonate with clients and drive growth. Our culture is collaborative, supportive and built on continuous learning.
Serve as a subject‑matter expert on leading law firm CRM platforms (e.g., Intapp DealCloud, Salesforce, HubSpot, InterAction+, Nexl, Dynamics, Zoho, etc.).
Support CRM implementation, configuration, migration, cleanup and optimization projects.
Contribute to change management efforts, including stakeholder communications, user engagement planning and adoption strategies tailored to law firm cultures.
Develop and deliver training programs, including live trainings, one-on-one sessions, recorded demos, quick-reference guides and full training manuals.
Advise on best practices for data structure, contact management, experience tracking, activity capture, segmentation and reporting in the law firm environment.
Assist with marketing automation, email campaign setup, event tracking and integrations with third‑party tools (e.g., event platforms, proposal systems, website forms).
Troubleshoot CRM and MarTech issues and provide clear, practical and action-oriented recommendations.
Translate marketing and BD goals into scalable workflows, automations, dashboards and reports that improve efficiency and transparency.
Collaborate with other consultants, BD leaders, marketers, IT teams and attorneys at client firms to ensure alignment across people, processes and technology.
Document processes, system configurations, requirements and recommendations in clear, user‑friendly formats that support long-term sustainability.
Ideal Candidate
Hands-on experience working with CRM systems inside Am Law or mid‑sized law firms, or within professional services organizations such as consulting, accounting or financial services, with a track record of improving adoption and outcomes.
Demonstrated ability to plan change initiatives tailored to law firm cultures.
Experience designing and delivering multi-format training and developing user-friendly training assets.
Strong understanding of law firm marketing and business development operations.
CRM and MarTech proficiency, including:
CRM configuration, administration and optimization
Data hygiene, governance, segmentation and reporting
Marketing automation and email marketing tools
CRM integrations and APIs (functional familiarity)
Strong data management and analytics skills with the ability to build actionable dashboards and reports aligned to business development goals and KPIs.
Skilled in requirements gathering, roadmap planning and strategic consulting.
Excellent communication skills and the ability to explain technical concepts to non‑technical users.
A mindset that blends strategic thinking with practical, roll‑up‑your‑sleeves execution.
Understanding of legal industry expectations around confidentiality, data privacy and information security.
Ability to manage multiple client priorities independently and deliver high-quality work on deadline.
What you can expect:
Meaningful, project-based work with sophisticated Am Law and mid-sized law firm clients.
A collaborative, engaged team that will set you up for success and treat you as a true partner.
Project rates commensurate with your experience and scope.
Flexible, autonomous work structure with the ability to manage your own schedule.
Opportunity for ongoing project work as Builden’s client base continues to grow.
Builden’s core values:
Jump in with a great attitude
Get things done
Add value all the time
Embrace growth
How to Apply: Interested candidates should submit a resume, cover letter and hourly or project-based rate to [email protected] with the subject line “CRM Contractor – [Your Name]”.