The Challenge
A mid-sized Financial Advisory and Accounting firm is drowning in CRM chaos—5 different systems (Salesforce, HubSpot, Workday, Monday.com, proprietary) across 380+ users. You'll lead the strategic assessment to consolidate this mess into a unified, scalable CRM operating model.
Your Mission
Complete comprehensive current-state CRM audit across all five business units, documenting platform usage, integration points, data quality issues, and user adoption rates
Conduct 30+ stakeholder interviews with sales, marketing, and advisory teams to map workflows, identify process breakdowns, and understand pain points
Deliver comparative analysis of all five CRM platforms with objective evaluation of strengths, limitations, scalability, and long-term suitability
Present preliminary findings to senior leadership and establish consensus on consolidation approach and timeline
Finalize future-state CRM strategy recommending 1-2 consolidated platforms with detailed rationale and risk assessment
Design data governance framework and process improvements aligned with recommended CRM consolidation
Develop detailed transformation roadmap with phased migration plan, timelines, milestones, and resource requirements across five service lines
Facilitate executive alignment sessions and prepare change management strategy to support organizational adoption of new CRM environment
KPIs You'll Own
CRM Consolidation Cost Savings
Quantified annual savings from reducing 5 systems to 1-2 platforms, accounting for licensing, integration, and maintenance costs.
Stakeholder Alignment Score
Senior leadership consensus on recommended CRM strategy and roadmap (target: 90%+ agreement by end of assessment).
Data Quality Improvement
Reduction in duplicate records, data gaps, and integration errors post-consolidation recommendation (baseline vs. proposed future state).
Process Efficiency Gains
Estimated time savings for sales, marketing, and advisory teams through consolidated workflows and eliminated redundant data entry.
Tools & Stack
Your Team
Your Manager
Korn Ferry Interim Engagement Lead / Client Senior Leadership
Current Team
You'll work cross-functionally with sales, marketing, advisory, and IT teams across five business units (380+ CRM users total)
Backfill/Contract role—interim consulting engagement
The Package
Salary
$120K-$150K base
Remote
On-site in Dallas, TX (Full-time contract)
Benefits & Perks
Company Intelligence
Korn Ferry is a global organizational consulting firm that helps clients design optimal structures, hire talent, and build high-performing teams. This engagement places you with a mid-sized Financial Advisory and Accounting firm navigating critical CRM modernization.
Is This Role For You?
- You've led 2+ CRM consolidation or migration projects and can navigate political dynamics across competing business units
- You're fluent in Salesforce, HubSpot, and Workday—and can objectively evaluate each without bias
- You thrive on translating messy technical assessments into clear executive narratives and winning buy-in from skeptical leaders
- You have hands-on experience optimizing sales and marketing processes in professional services or financial services environments
- You need deep expertise in one specific CRM platform—this role requires agnostic, comparative evaluation across multiple systems
- You prefer implementation work over strategy—you're assessing and recommending, not hands-on building
- You struggle with stakeholder management and executive communication—this role is 40% presentations and alignment facilitation
Interview Process
Initial Screening
Korn Ferry Interim recruiter reviews CRM strategy background, consolidation experience, and platform expertise
Technical Deep Dive
1-hour call with engagement lead discussing specific CRM assessment methodologies, data governance approach, and past consolidation case studies
Executive Simulation
Present a hypothetical CRM assessment scenario and get feedback from client-side senior leader on your recommendations and communication style
References & Offer
Client reference checks with prior CRM strategy clients, then contract negotiation and onboarding
Interested in this role?
Apply now and hear back within days, not weeks.
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About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.