Steven Kane

About

Client Relationship Management (CRM) leader with over two decades of experience including leading CRM programs at AmLaw 50 firms. I am fluent in CRM platforms and services, at ease with the technology required to ensure efficiency, and am a creative strategist with a knack for uncovering targeted cross-selling opportunities that drive business development. Currently I am leading Citrin Cooperman's CRM initiative. I am responsible for all Microsoft Dynamics-based CRM business development; reporting; training; setting firm-wide end-user policies; ensuring data privacy law compliance; and data quality assurance. Areas of Focus • Client/prospect initiatives and profiling • Pipeline reporting/analysis • Project management and implementation • Setting KPIs for ongoing CRM success • CRM strategic planning • Web-based and live training • User support • Technical writing • Outsource management • Microsoft Dynamics 365 • Marketo

Experience

• Director, CRM, Data Analytics, and Information at Citrin Cooperman
  Jan 2014 - Present · 12 yrs 7 mos

• CRM Database Supervisor at Weil Gotshal & Manges LLP
  Jan 2010 - Jan 2014 · 4 yrs 1 mo

• CRM Database/Marketing Technology Administrator at Cadwalader, Wickersham & Taft LLP
  Jul 2007 - Jan 2010 · 2 yrs 7 mos

  Team Leader and Administrator for CRM and marketing technology applications, setting of worldwide end-user policies, ensuring data privacy law compliance and guiding multi-system integrations.

• CRM Database/Website Administrator at Shearman & Sterling LLP
  Sep 2002 - Jul 2007 · 4 yrs 11 mos

  Administration of Customer Relationship Management applications and website, setting of worldwide end-user policies and guiding multi-system integrations.