Jim Broyles

About Jim Broyles

Lead firm CRM initiatives. Ensure that CRM tools and technologies drive communication and collaboration for the Client Development department. Use a blend of technical expertise and user-focused strategy, centered on empowering department staff for smooth and effective processes/systems, to optimally utilize client and prospect company and contact data. Liaise closely with firm departments such as Finance, Strategy, Talent Management and Technology regarding CRM data integrated from those sources.

Experience

1. Crm Manager

   Womble Bond Dickinson (US) LLP

   Oct 2018 — Present · Raleigh-Durham-Chapel Hill, NC, US

   Key responsibilities include:Overseeing critical applications like Salesforce and integrations such as Introhive, Cloudingo, Cvent, and D&B Connect, ensuring they work together efficiently.Maintaining data quality by keeping the CRM ecosystem accurate, reliable, and actionable to support business decisions.Training and educating users by delivering tailored sessions, listening to feedback, and enhancing the overall user experience with CRM tools.Developing custom Salesforce reports for marketing and business development audiences, turning data into actionable insights that drive results.

Education

• Averett University

  Bachelor of Arts (B.A.), Business Administration: Management Science, History

  1981 — 1986

Skills

• Knowledge Management
• Leadership Development
• Management
• Databases
• Contract Negotiation
• Microsoft Outlook
• Leadership
• Fundraising
• Customer Service
• Nonprofits
• Microsoft Excel
• Microsoft Office
• Software Documentation
• Outlook
• Corporate Law
• Research
• Access
• Training