Crm Manager

Overview

• Lead CRM initiatives, focusing on strategic management and optimization of the DealCloud platform to enhance business operations and user engagement.
• Collaborate with stakeholders to align CRM strategies with organizational objectives and drive platform adoption and enhancements.
• Serve as the primary owner of the DealCloud platform, ensuring effective utilization and continuous improvement.
• Support front-office functions and investment banking workflows through CRM management and optimization.
• Partner with cross-functional teams to implement CRM best practices and enhance user engagement.
• Contribute to data and reporting initiatives by enhancing CRM functionalities and workflows.
• Provide training, documentation, and user support to ensure effective platform adoption and utilization.
• Work in a hybrid environment, balancing in-office and remote collaboration effectively.

Key Responsibilities & Duties

• Define and execute CRM roadmap priorities aligned with business objectives and user needs.
• Drive continuous enhancement of DealCloud functionality, dashboards, reporting, and automation capabilities.
• Evaluate and recommend new features, integrations, and platform capabilities to support evolving business requirements.
• Develop user guides, process documentation, and CRM best practice materials to support adoption.
• Serve as escalation point for DealCloud-related support issues and enhancement requests.
• Identify opportunities to improve user engagement and increase platform utilization across teams.
• Lead CRM enhancement projects, implementations, or platform transformation initiatives.
• Collaborate with cross-functional stakeholders including business users, technology teams, and external vendors.

Job Requirements

• Bachelor’s degree in Business, Information Systems, Finance, Technology, or related field required.
• 4-6+ years of experience in CRM management or enterprise application management within financial services or related industries.
• Deep hands-on experience with the DealCloud platform, including configuration, administration, workflows, and data management.
• Strong understanding of investment banking workflows, deal lifecycle management, and business development processes.
• Experience managing CRM governance frameworks and enterprise data quality initiatives preferred.
• Proven ability to lead platform adoption or change management programs effectively.
• Familiarity with automation tools, workflow orchestration, and CRM integration architecture preferred.
• Highly organized, proactive, and capable of managing multiple concurrent initiatives in a fast-paced environment.