Remote CRM Data Architect & Project Lead

Eliassen Group; Richmond (VA); A distancia; USD 110.000 - 124.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Descripción de la vacante

Eliassen Group is seeking 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 Technology.

The role emphasizes delivering a fit-for-purpose CRM data model from the ground up, not configuring an off-the-shelf product, with remote work

Formación

• 10+ years leading CRM, client data, or master data initiatives.
• Experience delivering CRM/data platforms in asset management or wealth/institutional channels.
• Strong understanding of data modeling and governance.

Responsabilidades

• 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.
• Design models supporting institutional and wealth/intermediary businesses.
• Define entity, relationship, hierarchy, role, and ownership structures.
• Establish data governance, data quality, and master data management principles.
• Develop historical relationship tracking and role-based relationship management approaches.
• Create integration strategies between CRM, portfolio accounting, billing, and related systems.
• Lead CRM data migration planning and execution strategy.

Conocimientos

CRM modeling

Data governance

Stakeholder management

Project leadership

Data migration

Integration architecture

Herramientas

CRM Platforms

Descripción del empleo

Eliassen Group is seeking 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 Technology.

The role emphasizes delivering a fit-for-purpose CRM data model from the ground up, not configuring an off-the-shelf product, with remote work