Senior CRM Strategy Consultant: Consolidation & Roadmap

A financial advisory firm is seeking a senior CRM Strategy Consultant to lead a full CRM Assessment initiative focusing on consolidating multiple CRM systems. This role involves evaluating the current CRM landscape, assessing operational inefficiencies, and making strategic recommendations to improve organizational processes and align senior leadership around a unified CRM strategy. Ideal candidates have strong expertise in CRM optimization and experience with platforms like Salesforce and HubSpot. #J-18808-Ljbffr