Legal Marketing Technology (MarTech) Consultant

About the role

Builden Partners is seeking a legal marketing technology (MarTech) consultant with deep, hands-on law firm CRM expertise to support project-based client engagements.

Responsibilities

• 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.

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.
• 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.