Remote CRM Data Lead & Project Manager (Contract)

Eliassen Group; Frankfort (KY); Remoto; USD 110.000 - 124.000; Part-time

Vantaggi offerti da questo lavoro

Medical

Dental

Vision

401k with match

Life insurance

Descrizione del lavoro

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to spearhead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. You will own the CRM data model and drive cross-functional collaboration across Sales, Client Service, Compliance, Operations, and Technology.

The role requires translating complex business relationships into scalable data models and delivering a fit-for-purpose

Competenze

• 10+ years leading CRM or client data initiatives.
• Experience delivering CRM or client data platforms in financial services.
• Strong understanding of institutional asset management structures.
• Experience designing relationship-based data models beyond accounts/contacts.
• Knowledge of data governance, migration, and integration architecture.
• Ability to work independently with limited oversight.

Mansioni

• 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.

Conoscenze

CRM data modeling

Data governance

Stakeholder management

Project management

Data migration

Data integration

Communication

Independent work

Descrizione del lavoro

Eliassen Group is seeking a Contract CRM Data Lead / Project Manager to spearhead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. You will own the CRM data model and drive cross-functional collaboration across Sales, Client Service, Compliance, Operations, and Technology.

The role requires translating complex business relationships into scalable data models and delivering a fit-for-purpose