Contract CRM Data Lead / Project Manager

Аналитика рынка

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Описание

Description: Remote Our client seeks a Contract CRM Data Lead / Project Manager to lead the design and implementation of a new in-house CRM platform for an asset management organization serving institutional and wealth/intermediary channels. The contractor will drive the program while owning conceptual and logical CRM data architecture. The role requires translating complex business relationships into scalable data models, aligning stakeholders across Sales, Client Service, Compliance, Operations, and Technology, and delivering a fit-for-purpose CRM data model from the ground up rather than configuring an off-the-shelf product. We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance. 00/hr. w2 Responsibilities Develop and manage the CRM implementation roadmap and project plan. Lead requirements gathering across institutional, intermediary, wealth, operations, compliance, and technology teams. Facilitate stakeholder alignment and drive cross-functional decision-making. Manage project risks, dependencies, milestones, and communications. Provide delivery oversight through implementation and launch. Own the conceptual and logical CRM data model. Design models supporting institutional and wealth/intermediary businesses. Define entity, relationship, hierarchy, role, and ownership structures. Establish data gover

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