CRM & Data Intelligence Lead

SupportFinity™; Boston (MA); On-site; USD 100,000 - 120,000; Full time

Job summary

Analysis Group is seeking a CRM Manager to own the CRM, ERM, and relationship intelligence ecosystem, translating marketing technology strategy into platform capabilities and data governance. You will drive roadmaps, vendor partnerships, and AI-enabled improvements to support marketing and growth initiatives.

You will lead data quality standards, build dashboards, and collaborate with Marketing Operations, IT, and senior stakeholders to deliver measurable business value.

Qualifications

• Bachelor's degree in Marketing, Business, Information Systems, or a related field required.
• 6–8+ years of experience in CRM administration required, preferably in a professional services setting.
• Demonstrated experience owning CRM platforms end-to-end, including roadmap development, stakeholder management, and data governance.
• Proven ability to work independently on complex, multi-stakeholder projects and manage high-stakes initiatives end-to-end.
• Strong proficiency in CRM and ERM platforms, with experience in data synchronization, reporting, and workflow configuration required.
• Experience establishing and maintaining data governance standards and practices across integrated systems.
• Experience building reports and dashboards (e.g., Power BI or similar tools) to support business insights and decision-making.
• Experience applying AI or automation tools to improve data workflows, reporting, or business processes within CRM or marketing technology environments.
• Excellent communication and presentation skills, with the ability to translate technical concepts for non-technical audiences and engage confidently with senior stakeholders.
• Sound judgment and professionalism when engaging with senior consultants, vendors, and firm leadership.
• Experience with Power BI or other business intelligence and reporting tools.
• Knowledge of data governance frameworks and best practices.
• An inclusive and growth-oriented mindset, strong interpersonal skills, and the ability to work collaboratively across teams and seniority levels throughout the firm.
• To the extent permitted by applicable law, eligible candidates must be authorized to work in the United States without sponsorship or restriction, now and in the future.

Responsibilities

• Own the CRM, ERM, and relationship intelligence product roadmaps, enhancement backlog, and day-to-day prioritization ensuring alignment with broader marketing technology strategy, firm growth priorities, and user needs.
• Serve as the primary business owner for CRM platform management, translating broader marketing strategy into platform capabilities, workflows, and priorities in partnership with the Marketing Operations Manager.
• Establish and maintain a CRM data governance framework, including data standards, stewardship roles, taxonomies, business rules, sync controls, exception management, and ongoing quality monitoring.
• Act as the liaison between senior stakeholders and the broader Marketing Operations team, serving as the go-to partner for CRM systems and data strategy.
• Meet regularly with stakeholder groups to identify system needs and pain points; lead weekly CRM meetings and joint vendor/IT discussions.
• Develop and maintain product roadmaps covering leadership objectives, timelines, and system development priorities.
• Draft requirements documents for new development projects and explore viable vendor solutions to bridge system gaps.
• Identify data gaps and work with the Marketing Data Coordinator and Marketing & Campaign Specialist to prioritize and resolve data quality issues.
• Develop, document, and socialize data quality standards; contribute to team infrastructure through templates, systems, and processes others can use and learn from.
• Build custom reports and dashboards to support stakeholder initiatives and surface cross-sell opportunities or relationship intelligence signals.
• Identify and implement opportunities to leverage AI and automation within the CRM and data ecosystem to improve data quality, reporting, segmentation, and user workflows.
• Coordinate and conduct user system testing, including producing testing scripts, identifying testing groups, and developing a regression testing model for periodic system upgrades.
• Drive user adoption through proactive engagement, training programs, and support documentation.
• Manage and optimize the ERM solution (Introhive): identify opportunities to extend usability, uncover actionable business development trends, and develop custom reports and dashboards.
• Present periodic updates to the Marketing team on new system functionality and related processes; represent the team in cross-functional discussions and with external vendors.

Skills

CRM administration

Stakeholder management

Data governance

AI/automation in CRM

Communication & presentation

Cross-functional collaboration

Education

Bachelor's degree in Marketing/Business/IS

Tools

Power BI

Job description

Analysis Group is seeking a CRM Manager to own the CRM, ERM, and relationship intelligence ecosystem, translating marketing technology strategy into platform capabilities and data governance. You will drive roadmaps, vendor partnerships, and AI-enabled improvements to support marketing and growth initiatives.

You will lead data quality standards, build dashboards, and collaborate with Marketing Operations, IT, and senior stakeholders to deliver measurable business value.