Remote CRM Data Lead & Project Manager (Contract)

Eliassen Group; Austin (TX); Remote; USD 110,000 - 124,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with company matching

Life insurance

Job summary

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM data platform for asset management clients. You will own data architecture from concept to delivery, aligning sales, service, compliance, operations, and tech across the program.

The role emphasizes data modeling and governance, with the freedom to shape a platform that supports institutional and wealth/intermediary channels. Remote work is available nationwide.

Qualifications

• Requires 10+ years leading CRM, client data, distribution, or master data initiatives.
• Experience delivering CRM or client data platforms in financial services.
• Strong understanding of institutional asset management and wealth distribution.

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 Leadership

Data Architecture

Project Management

Stakeholder Management

Relationship Modeling

Job description

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to design and implement a new in-house CRM data platform for asset management clients. You will own data architecture from concept to delivery, aligning sales, service, compliance, operations, and tech across the program.

The role emphasizes data modeling and governance, with the freedom to shape a platform that supports institutional and wealth/intermediary channels. Remote work is available nationwide.