CRM Manager

Soni; New York (NY); On-site; USD 145,000 - 165,000; Full time

Job summary

Soni is seeking a CRM Manager in New York to join its Marketing team. This role requires a technically strong professional with over 5 years of CRM administration experience, preferably within professional services. The successful candidate will oversee CRM operations, support system integrations, and manage data integrity. The ideal candidate should have a Bachelor’s degree and proficiency with platforms like Salesforce or Microsoft Dynamics. The position offers a salary range of $145,000–165,000 depending on experience and skills.

Qualifications

• 5+ years of CRM administration experience, preferably within professional services.
• Strong expertise in CRM configuration, automation, security models, and reporting.
• Excellent communication skills with the ability to collaborate across teams.

Responsibilities

• Manage day-to-day CRM operations, including user access, roles, permissions, and security.
• Monitor system performance and conduct regular audits.
• Support lead routing, campaign tracking, and engagement workflows.
• Develop dashboards and reports to deliver insights on pipeline, campaigns, and ROI.
• Support long-term CRM strategy and growth initiatives.

Skills

CRM administration

Change management

Business development workflows

Data integrity

User training

Education

Bachelor’s degree in a relevant field

Tools

Salesforce

Microsoft Dynamics

DealCloud

Job description

A leading global professional services firm is seeking a CRM Manager to join its Marketing team. This role is ideal for a technically strong professional with experience in CRM administration, change management, and business development workflows within a professional services environment. Reporting to senior marketing technology leadership, the CRM Manager will oversee platform administration, support system integrations, maintain data integrity, and drive optimization initiatives. This individual will play a key role in aligning CRM capabilities with marketing and business development objectives.

Key Responsibilities

• Manage day-to-day CRM operations, including user access, roles, permissions, and security
• Configure and maintain objects, fields, workflows, validation rules, and approval processes
• Oversee system releases, enhancements, and environment management (e.g., sandboxes, deployments)
• Monitor system performance and conduct regular audits
• Maintain and troubleshoot integrations with marketing, relationship management, and financial systems
• Support lead routing, campaign tracking, and engagement workflows
• Ensure secure and accurate data flow across platforms
• Contribute to future-state marketing technology architecture
• Ensure data quality through governance protocols and validation controls
• Perform data imports, exports, and bulk updates
• Develop dashboards and reports to deliver insights on pipeline, campaigns, and ROI
• Maintain compliance with data privacy regulations and internal policies
• Provide CRM support and resolve system issues
• Create documentation, process maps, and training materials
• Deliver user training and act as a trusted advisor to stakeholders
• Translate business needs into scalable CRM solutions
• Identify automation and process improvement opportunities
• Manage and prioritize enhancement requests
• Support long-term CRM strategy and growth initiatives

Qualifications

• Bachelor’s degree in a relevant field
• 5+ years of CRM administration experience, preferably within professional services
• Strong expertise in CRM configuration, automation, security models, and reporting
• Experience with platforms such as Salesforce, Microsoft Dynamics, or DealCloud (certifications preferred)
• Excellent communication skills with the ability to collaborate across teams

Preferences

• Detail-oriented with a focus on quality and user experience
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, collaborative, and solutions-driven mindset

Compensation: $145,000-165,000

Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.