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Eliassen Group

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Contract CRM Data Lead / Project Manager

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Summary

Contract role leading the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. Day to day: owning conceptual and logical CRM data architecture, translating complex business relationships into scalable data models, and aligning stakeholders across Sales, Client Service, Compliance and Operations.

Description: Remote Our client seeks a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. The contractor will drive the program while owning conceptual and logical CRM data architecture. The role requires translating complex business relationships into scalable data models, aligning stakeholders across Sales, Client Service, Compliance, Operatio…
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