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Relationship Management Associate Jobs in Illinois

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Director, CRM Product Lead

Mettawa, IL

$266K - $279K/yr

Partner with the Associate Director, CRM Activation, on deployment planning and field readiness to integrate product and activation strategies. * Communicate roadmap updates, release decisions, and ...

Director, CRM Product Lead

Mettawa, IL · On-site

$266K - $279K/yr

Partner with the Associate Director, CRM Activation, on deployment planning and field readiness to integrate product and activation strategies. * Communicate roadmap updates, release decisions, and ...

Partner with the Associate Director, CRM Activation, on deployment planning and field readiness to integrate product and activation strategies. * Communicate roadmap updates, release decisions, and ...

Purpose The Associate Director, CRM Product Owner owns the roadmap, requirements, and releases for a defined AbbVie Field Tools product. As the US subject matter expert, this role supports field ...

Role Responsibilities: * The Sr. Associate will assist the Asset Manager in driving the ... Manage select vendor/service provider relationships and assist in contract alignment reviews

Showing results 21-40

Relationship Management Associate information

What are the key skills and qualifications needed to thrive as a relationship management associate?

To thrive as a Relationship Management Associate, you need strong interpersonal skills, a background in business or finance, and experience in client service or account management. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific certifications like FINRA licenses are commonly required. Excellent communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These abilities are vital for fostering long-term client relationships and contributing to the organization's growth and reputation.

What are some typical challenges faced by a relationship management associate, and how can they be addressed?

Relationship Management Associates often face challenges such as balancing the needs of multiple clients, handling urgent requests, and maintaining strong communication across teams. To address these, it's important to prioritize effectively, use robust organizational tools, and develop strong interpersonal skills. Regular check-ins with clients and collaboration with internal stakeholders can help ensure expectations are aligned and issues are resolved quickly.

What is the difference between Relationship Management Associate vs Client Services Associate?

AspectRelationship Management AssociateClient Services Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, corporate client managementBanking, financial services, customer support
Employer & Industry UsageInvestment firms, banks, wealth managementBanks, financial institutions, service providers
Common Search & ComparisonYesYes

The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.

What are the most commonly searched types of Relationship Management jobs in Illinois?

The most popular types of Relationship Management jobs in Illinois are:

What are popular job titles related to Relationship Management Associate jobs in Illinois?

For Relationship Management Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Relationship Management Associate jobs in Illinois look for?

The top searched job categories for Relationship Management Associate jobs in Illinois are:

What cities in Illinois are hiring for Relationship Management Associate jobs?

Cities in Illinois with the most Relationship Management Associate job openings:

Infographic showing various Relationship Management Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

CRM and Marketing Technology Administrator

Haynes and Boone, LLP

Chicago, IL

Full-time

Re-posted 6 days ago


Job description

The CRM and Marketing Technology Administrator will serve as the firm's primary product administrator of the firm's client relationship management system (CRM) LexisNexis InterAction, responsible for leading the firm's CRM strategy reporting to the Manager of Business Development Operations. This role combines technical administration, product strategy, and business partnership, ensuring the CRM supports the firm's client focused initiatives, business development (BD) goals, and intelligence operations. This role operates at the intersection of technology, data, and business partnership collaborating closely with BD, IT, and other key stakeholders to deliver high-impact solutions, strengthen data integrity, product enhancements and enable firmwide adoption. The ideal candidate brings both strategic vision and hands-on expertise, with the ability to translate complex systems into actionable insights.

Essential Duties

  • Serve as the product administrator for InterAction, defining the roadmap, prioritizing enhancements, and managing the platform lifecycle.
  • Lead the firm's migration to InterAction enhancements, including planning, data readiness, testing, user adoption, and vendor coordination.
  • Partner with Data Specialist, BD to align CRM capabilities with client development strategy, key client programs, attorney engagement and relationships and firm adoption.

Platform Administration & Data Stewardship

  • Oversee all aspects of CRM administration, including configuration, data governance, integrations, and system performance.
  • Establish and enforce data quality standards, governance policies, and firmwide data stewardship practices.
  • Conduct complex data audits, imports/exports, and advanced reporting using PowerBI and other InterAction tools.

CrossFunctional Collaboration

  • Work closely with Data Specialist, IT, Competitive Intelligence, Marketing Technology, and other administrative teams to ensure CRM data flows seamlessly across systems.
  • Manage vendor relationships with LexisNexis, Cirrom and other technology partners.

User Enablement & Change Management

  • Develop and deliver training programs for attorneys, assistants, and BD staff.
  • Create documentation, bestpractice guides, and communication plans to support adoption.
  • Provide highlevel support to power users and troubleshoot escalated issues.

Reporting Relationship

The CRM and Marketing Technology Administrator reports to the Manager of Business Development Operations

Subordinate staff: N/A

Qualifications

Knowledge/Experience

  • Deep experience administering CRM systems in a law firm, preferably LexisNexis InterAction (onprem and/or IA+).
  • Demonstrated success leading CRM platform upgrades or cloud migrations.
  • Strong understanding of lawfirm BD processes, client teams, and marketing operations.
  • Expertise in data governance, data modeling, reporting, and analytics.
  • Led firmwide CRM training and adoption initiatives, developing rolebased learning paths, delivering attorney and staff training sessions, and creating clear documentation that increased active InterAction usage and dataquality compliance across the firm.

Skills

  • Strong data manipulation, computer and information management skills, including knowledge of databases and database administration.
  • Strong reporting and data visualization skills.
  • Knowledge of database and data management principles and best practices.
  • Strong Microsoft Office skills (especially Outlook, Excel and PowerBI).
  • Strong grammar and typographical error identification skills. Attention to detail is critical.
  • Excellent interpersonal relations, oral and written communication skills required.
  • Must have excellent customer service attitude and be comfortable communicating with all levels of staff and lawyers.
  • Must also be able to translate technical solutions into layperson's language and perform ad hoc training when necessary.
  • Must be self-motivated, self-learner, independent and able to work effectively with limited supervision.
  • Must be able to prioritize, organize, meet tight deadlines, and handle urgent interruptions in a professional manner.

Education

College degree, bachelor's degree strongly preferred. Associates degree in technical field of study with combination of relevant experience will be considered.

Physical Demands

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time. Use of some software requires accurate identification of colors.

Working Conditions

Professional Office environment. Periodic overtime required.

Salary Range:

The expected salary range for this position is $100,000.00-$110,000.00. Please note that the final offer amount may vary based on experience and skillset of the selected candidate.

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone's Chicago office offers a formidable intellectual property practice, along with corporate and real estate practitioners. The office is critical to the firm's strategic growth plans and is built around knowledgeable attorneys who can address the technology and business needs of corporate clients. The Chicago office and its lawyers are recognized in the 2021 U.S. News & World Report and Best Lawyers "Best Law Firms" directory for patent litigation (Tier 1), and the 2021 edition of The Best Lawyers in America directory (Woodward/White, Inc.) The office has a small, close-knit team of attorneys and staff who are collaborative and welcoming and dedicated to providing exceptional client service. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.