CRM Strategy Lead - Consolidation & Transformation

Korn Ferry; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading Financial Advisory firm is seeking a Senior CRM Strategy Consultant to lead a CRM Assessment initiative focused on optimizing sales and marketing processes across multiple systems including Salesforce and HubSpot. The consultant will evaluate current CRM landscapes, identify inefficiencies, and recommend a consolidated strategy. Ideal candidates will have deep experience in CRM strategy and process optimization, with excellent communication skills to influence senior leadership. This role is based in Dallas, Texas and offers a challenging environment for strategic thinkers.

Qualifications

• Deep experience in CRM strategy, sales and marketing process optimization.
• CRM platform agnostic with experience in evaluating or implementing various CRM tools.
• Strong communication skills and the ability to influence senior leaders.

Responsibilities

• Assess current CRM systems and analyze data quality.
• Identify operational inefficiencies through team interviews.
• Document business processes related to customer acquisition.

Skills

CRM strategy development

Sales process optimization

Cross-functional communication

Tools

Salesforce

HubSpot

Workday

Job description

A leading Financial Advisory firm is seeking a Senior CRM Strategy Consultant to lead a CRM Assessment initiative focused on optimizing sales and marketing processes across multiple systems including Salesforce and HubSpot. The consultant will evaluate current CRM landscapes, identify inefficiencies, and recommend a consolidated strategy. Ideal candidates will have deep experience in CRM strategy and process optimization, with excellent communication skills to influence senior leadership. This role is based in Dallas, Texas and offers a challenging environment for strategic thinkers.