CRM Strategy Lead - Consolidation & Transformation

A leading Financial Advisory firm is seeking a Senior CRM Strategy Consultant to lead a CRM Assessment initiative focused on optimizing sales and marketing processes across multiple systems including Salesforce and HubSpot. The consultant will evaluate current CRM landscapes, identify inefficiencies, and recommend a consolidated strategy. Ideal candidates will have deep experience in CRM strategy and process optimization, with excellent communication skills to influence senior leadership. This role is based in Dallas, Texas and offers a challenging environment for strategic thinkers. #J-18808-Ljbffr