Legal Marketing Technology (MarTech) Consultant

• 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.

• 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.

• 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.

• Jump in with a great attitude
• Get things done
• Add value all the time
• Embrace growth

careers@buildenpartners.com

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