Remote CRM Data Architect & Project Lead (Contract)

Eliassen Group; San Juan (PR); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with match

Life insurance

Job summary

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to spearhead the design and implementation of a new in-house CRM for an asset management client. You will own the data architecture, translate complex relationships into scalable models, and align stakeholders across Sales, Client Service, Compliance, Operations, and Technology.

The role offers W2 engagement with benefits and a focus on delivering a fit-for-purpose CRM data model from the ground up, not a vanilla off-the-shelf

Qualifications

• 10+ years leading CRM, client data, or master data initiatives.
• Delivered CRM or client data platforms within financial services or asset management.
• Strong understanding of institutional asset management structures.
• Experience designing relationship-based data models beyond account/contact structures.
• Knowledge of data governance, migration, and integration architecture.

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.
• Model institutional structures including clients, sponsors, consultants, and entities.
• Model wealth/intermediary structures including advisors and brokers.
• Establish data governance and master data management principles.
• Develop data migration strategies and integration with related systems.

Skills

CRM data leadership

Project management

CRM data modeling

Stakeholder management

Data governance

Data migration

Job description

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to spearhead the design and implementation of a new in-house CRM for an asset management client. You will own the data architecture, translate complex relationships into scalable models, and align stakeholders across Sales, Client Service, Compliance, Operations, and Technology.

The role offers W2 engagement with benefits and a focus on delivering a fit-for-purpose CRM data model from the ground up, not a vanilla off-the-shelf