CRM Manager

A leading global professional services firm is seeking a CRM Manager to join its Marketing team. This role is ideal for a technically strong professional with experience in CRM administration, change management, and business development workflows within a professional services environment. Reporting to senior marketing technology leadership, the CRM Manager will oversee platform administration, support system integrations, maintain data integrity, and drive optimization initiatives. This individual will play a key role in aligning CRM capabilities with marketing and business development objectives.

Key Responsibilities
Manage day-to-day CRM operations, including user access, roles, permissions, and security
Configure and maintain objects, fields, workflows, validation rules, and approval processes
Oversee system releases, enhancements, and environment management (e.g., sandboxes, deployments)
Monitor system performance and conduct regular audits
Maintain and troubleshoot integrations with marketing, relationship management, and financial systems
Support lead routing, campaign tracking, and engagement workflows
Ensure secure and accurate data flow across platforms
Contribute to future-state marketing technology architecture
Ensure data quality through governance protocols and validation controls
Perform data imports, exports, and bulk updates
Develop dashboards and reports to deliver insights on pipeline, campaigns, and ROI
Maintain compliance with data privacy regulations and internal policies
Provide CRM support and resolve system issues
Create documentation, process maps, and training materials
Deliver user training and act as a trusted advisor to stakeholders
Translate business needs into scalable CRM solutions
Identify automation and process improvement opportunities
Manage and prioritize enhancement requests
Support long-term CRM strategy and growth initiatives

Qualifications

Bachelor's degree in a relevant field
5+ years of CRM administration experience, preferably within professional services
Strong expertise in CRM configuration, automation, security models, and reporting
Experience with platforms such as Salesforce, Microsoft Dynamics, or DealCloud (certifications preferred)
Excellent communication skills with the ability to collaborate across teams

Preferences

Detail-oriented with a focus on quality and user experience
Ability to manage multiple priorities in a fast-paced environment
Proactive, collaborative, and solutions-driven mindset

Compensation: $145,000-165,000
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.