Remote CRM Data Architect & Program Lead

Eliassen Group; Providence (RI); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

401(k) with company match

Job summary

Eliassen Group seeks a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM platform for an asset management organization. You will own the CRM data architecture, translate complex business relationships into scalable models, and align stakeholders across Sales, Client Service, Compliance, Operations, and Tech.

The role involves leading from conception to launch, with an emphasis on data governance and multi-channel distribution, supporting both institutional and

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Delivered CRM or client data platforms in financial services or asset management.
• 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.
• Manage project risks, dependencies, milestones, and communications.
• Provide delivery oversight through implementation and launch.
• Own the conceptual and logical CRM data model.

Skills

CRM data modeling

Stakeholder management

Data governance

Project leadership

Tools

CRM systems

Data modeling tools

Job description

Eliassen Group seeks a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM platform for an asset management organization. You will own the CRM data architecture, translate complex business relationships into scalable models, and align stakeholders across Sales, Client Service, Compliance, Operations, and Tech.

The role involves leading from conception to launch, with an emphasis on data governance and multi-channel distribution, supporting both institutional and