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.

#J-18808-Ljbffr