DealCloud Legal CRM Consultant

Position Summary Soni's client is seeking a mid-level CRM Consultant to support the administration, optimization, and enhancement of an enterprise CRM platform within a legal and professional services environment. This individual will work closely with attorneys, business development teams, marketing, and IT stakeholders to improve CRM processes, support user adoption, and help drive strategic CRM initiatives. The ideal candidate will have hands-on CRM experience, strong relationship management skills, and a solid understanding of CRM workflows within legal, consulting, or professional services organizations. Key Responsibilities • Administer and support the CRM platform, including configuration, maintenance, and user support • Partner with legal, business development, and operations teams to gather requirements and improve CRM processes • Configure dashboards, workflows, pipelines, reports, and custom fields • Support CRM data integrity initiatives, including data cleanup, deduplication, imports, and governance • Assist with CRM enhancements, integrations, and migration-related projects • Troubleshoot user issues and provide ongoing training and support to end users • Collaborate with IT and external vendors on system updates, integrations, and platform improvements • Create user documentation, process guides, and training materials • Support reporting and analytics requests for leadership and business development teams • Participate in testing, QA, and rollout activities for new functionality and enhancements Required Qualifications • 3–5 years of CRM consulting, administration, or CRM support experience • Hands-on experience with enterprise CRM platforms • Experience working within legal firms, professional services organizations, financial services environments • Strong understanding of CRM workflows, relationship management, and pipeline tracking • Experience with data management, imports/exports, and CRM governance best practices • Strong communication and stakeholder management skills • Ability to manage multiple priorities and work independently in a fast-paced environment • Strong problem-solving and analytical skills Preferred Qualifications • Experience supporting CRM implementations or migrations • Familiarity with SQL, Power BI, Excel reporting, or data visualization tools • Experience with integrations, APIs, or workflow automation tools • Exposure to enterprise CRM systems • Prior consulting or client-facing experience preferred Contract Length: 3–4 months