Remote CRM Data Lead & Project Manager – Contract

Eliassen Group; Phoenix (AZ); Remote; USD 110,000 - 124,000; Full time

Job summary

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

The role requires 10+ years in CRM or client data leadership, with experience connecting CRM to portfolio accounting and billing systems.

Qualifications

• 10+ years leading CRM, client data, distribution, or customer master data initiatives.
• Delivered CRM or client data platforms within financial services.
• Strong understanding of institutional asset management structures.
• Experience integrating CRM with portfolio accounting, billing, and ops systems.
• Excellent written communication and stakeholder management skills.
• Ability to operate independently with limited oversight.

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 and wealth/intermediary structures including entities and relationships.
• Establish data governance, data quality, and master data management principles.
• Create integration strategies between CRM, portfolio accounting, billing, and related systems.
• Lead CRM data migration planning and execution strategy.

Skills

CRM data modeling

Project leadership

Stakeholder management

Data governance

Requirements gathering

Data migration

Systems integration

Independent work

Job description

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

The role requires 10+ years in CRM or client data leadership, with experience connecting CRM to portfolio accounting and billing systems.