Implementation & Ongoing Support
• Lead end-to-end implementation of CRM platform, including data migration, integrations, and rollout planning.
• Own ongoing administration, configuration, troubleshooting, and continuous optimization of the CRM environment post-launch.
• Serve as the primary technical authority on CRM capabilities, limitations, and best-fit use cases across the business.
Project & Program Management
• Build and manage project plans, timelines, and resourcing for CRM initiatives from intake through delivery.
• Prioritize a pipeline of competing requests from Sales, Marketing, Client Services, and Leadership based on business impact.
• Manage CRM vendor relationship, including licensing, support escalations, and roadmap alignment.
• Provide strategic vision for CRM management — a multi-year roadmap for how CRM evolves with the business.
• Hire, manage, and develop CRM support staff (administrators/analysts) as the function grows.
• Present CRM strategy, adoption, performance, and roadmap updates directly to the executive team.
• Partner across departments to gather requirements and ensure the CRM serves enterprise-wide business needs, not just one team.
• Establish and enforce data management and governance standards: data quality, deduplication, field/property architecture, permissions, and integration integrity.
• Ensure CRM data practices align with company policy and applicable data privacy requirements.
• Design, build, and maintain workflows, sequences, and automation to improve process efficiency across teams (preferred experience area).