Remote CRM Data Architect & Program Lead

Eliassen Group; Jackson (MS); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401k with company match

Life insurance

Job summary

Eliassen Group seeks a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM data model for an asset management client. You will own conceptual and logical CRM data architecture and translate complex business relationships into scalable models while aligning stakeholders across Sales, Client Service, Compliance, Operations, and Technology.

You will drive the program, manage the roadmap, and ensure data governance, quality, and end-to-end delivery through

Qualifications

• 10+ years leading CRM, client data, distribution, or master data initiatives.
• Delivered CRM or client data platforms within financial services.
• Strong understanding of institutional asset management structures.

Responsibilities

• Develop and manage the CRM implementation roadmap and project plan.
• Lead requirements gathering across institutional, intermediary, wealth, operations, compliance, and technology teams.
• Facilitate stakeholder alignment and drive cross-functional decision-making.

Skills

CRM data

Project management

Data modeling

Data governance

Data migration

Stakeholder mgmt

Job description

Eliassen Group seeks a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM data model for an asset management client. You will own conceptual and logical CRM data architecture and translate complex business relationships into scalable models while aligning stakeholders across Sales, Client Service, Compliance, Operations, and Technology.

You will drive the program, manage the roadmap, and ensure data governance, quality, and end-to-end delivery through