Vice President- CRM Administrator- $75 Billion Asset Manager
Atlantic Group, New York, New York, us, 10261
Overview
$75 Billion Global Asset Manager Seeks a Vice President-CRM
Reporting to the CMO & Global Head of Sales
Oversee CRM Administration for the Company's Proprietary Microsoft 365 CRM, User Training, Issue Resolution and Coordinating Cross-System Data Integrations and Clean-Ups
Developing and Mapping a Plan that Outlines where the CRM can take the Organization
Enhance the Workflow and Data Collection for the Client Services Team
Analyze Business Processes
Identify CRM Gaps
Implement Effective Solutions with End-Users & Technology Teams
Provide Executive Committee with Measurable Analytics
Develop CRM Training Materials
Responsible for Improving the Sales & Marketing Processes across all Lines of Business
Developing an Understanding of Both the Sales and Marketing Efforts that Impact the CRM
Developing and Maintaining Comprehensive Sales/Marketing Processes Flow Charts that serves as a Roadmap for the Evolution of the CRM
Business Analysis
Change Management/Project Management
Serving as the Primary CRM administrator, Handling all administrative functions including User Maintenance, Dashboards and Reports, List Views, Layout Updates, Flows and other Configuration Tasks
Providing business analyst expertise, identifying business needs, documenting requirements, working with the Head of Sales, Marketing and IT Departments to determine how best to optimize the current CRM that reflects industry best practices and solutions
Supporting the integration of the CRM with the firm’s website content management system
Partnering with Stakeholders to gather feedback and prioritize enhancements based on user needs
Training new and existing users, as well as develop training curriculum, tools and collaterals
Providing support for channel users, investigating issues, and acting as a liaison between our users, vendors and technology teams to coordinate resolutions
Measuring and report on user adoption, engagement and process improvements to demonstrate the impact of CRM initiatives
Building custom reports, workflows, and dashboards based on stakeholder needs
Collaborating with data teams to oversee automatic data feeds into CRM; monitor system performance, investigate cross-system issues, and coordinate resolutions while contributing to integration improvement projects as needed
Identifying CRM pain points and gaps, and opportunities to improve the sales and marketing experience
Qualifications
7-10 Years Experience with similar CRM platform- Salesforce & Microsoft 365 CRM at another Asset Manager or Financial Services Firm
Advanced Experience supporting CRM Implementations or Migrations
Background in Sales Operations, Marketing Automation, or Customer Success
Familiarity with APIs, third-party integrations, or middleware platforms
ETF Product Experience a Plus
Strong Leadership Skills including Building & Delivering CRM Training
Experience with Seismic, and tools for process mapping and design, such as Miro, Figma, Visio, etc. are a plus
Microsoft CRM Administration Certifications, or Salesforce Certifications
Base Salary ~175k + 25% Bonus & Excellent Full Comprehensive Benefits Package. Tremendous Opportunity for Growth & to Build Out the CRM Function at this $75 Billion Global Asset Manager. Hybrid Schedule.
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Reporting to the CMO & Global Head of Sales
Oversee CRM Administration for the Company's Proprietary Microsoft 365 CRM, User Training, Issue Resolution and Coordinating Cross-System Data Integrations and Clean-Ups
Developing and Mapping a Plan that Outlines where the CRM can take the Organization
Enhance the Workflow and Data Collection for the Client Services Team
Analyze Business Processes
Identify CRM Gaps
Implement Effective Solutions with End-Users & Technology Teams
Provide Executive Committee with Measurable Analytics
Develop CRM Training Materials
Responsible for Improving the Sales & Marketing Processes across all Lines of Business
Developing an Understanding of Both the Sales and Marketing Efforts that Impact the CRM
Developing and Maintaining Comprehensive Sales/Marketing Processes Flow Charts that serves as a Roadmap for the Evolution of the CRM
Business Analysis
Change Management/Project Management
Serving as the Primary CRM administrator, Handling all administrative functions including User Maintenance, Dashboards and Reports, List Views, Layout Updates, Flows and other Configuration Tasks
Providing business analyst expertise, identifying business needs, documenting requirements, working with the Head of Sales, Marketing and IT Departments to determine how best to optimize the current CRM that reflects industry best practices and solutions
Supporting the integration of the CRM with the firm’s website content management system
Partnering with Stakeholders to gather feedback and prioritize enhancements based on user needs
Training new and existing users, as well as develop training curriculum, tools and collaterals
Providing support for channel users, investigating issues, and acting as a liaison between our users, vendors and technology teams to coordinate resolutions
Measuring and report on user adoption, engagement and process improvements to demonstrate the impact of CRM initiatives
Building custom reports, workflows, and dashboards based on stakeholder needs
Collaborating with data teams to oversee automatic data feeds into CRM; monitor system performance, investigate cross-system issues, and coordinate resolutions while contributing to integration improvement projects as needed
Identifying CRM pain points and gaps, and opportunities to improve the sales and marketing experience
Qualifications
7-10 Years Experience with similar CRM platform- Salesforce & Microsoft 365 CRM at another Asset Manager or Financial Services Firm
Advanced Experience supporting CRM Implementations or Migrations
Background in Sales Operations, Marketing Automation, or Customer Success
Familiarity with APIs, third-party integrations, or middleware platforms
ETF Product Experience a Plus
Strong Leadership Skills including Building & Delivering CRM Training
Experience with Seismic, and tools for process mapping and design, such as Miro, Figma, Visio, etc. are a plus
Microsoft CRM Administration Certifications, or Salesforce Certifications
Base Salary ~175k + 25% Bonus & Excellent Full Comprehensive Benefits Package. Tremendous Opportunity for Growth & to Build Out the CRM Function at this $75 Billion Global Asset Manager. Hybrid Schedule.
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