Remote CRM Data Lead & PM (Contract)

Eliassen Group

Dover (DE)

Remote

USD 110,000 - 124,000

Part time

4 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) with match
Life insurance

Job summary

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to oversee the design and build of a new in-house CRM data model for an asset management client. You will drive the program, own the CRM data architecture, and coordinate across Sales, Client Service, Compliance, Operations, and Technology to deliver a scalable data model from ground up.

The role requires translating complex business relationships into robust data models, guiding cross-functional teams, and ensuring successful

Qualifications

  • Experience leading CRM, client data, or master data initiatives.
  • Ability to translate complex business relationships into scalable data models.
  • Strong ability to align stakeholders across multiple teams.

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.
  • Define entity, relationship, hierarchy, role, and ownership structures.
  • Establish data governance and data quality principles.
  • Lead CRM data migration planning and execution.

Skills

CRM data modeling
Project management
Stakeholder management
Data governance
Data architecture

Job description

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to oversee the design and build of a new in-house CRM data model for an asset management client. You will drive the program, own the CRM data architecture, and coordinate across Sales, Client Service, Compliance, Operations, and Technology to deliver a scalable data model from ground up.

The role requires translating complex business relationships into robust data models, guiding cross-functional teams, and ensuring successful

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