The Challenge
A global professional services powerhouse needs a CRM Manager who can architect scalable platform infrastructure while keeping 500+ users enabled and data flowing clean. You'll own the entire CRM ecosystem-from day-to-day ops to long-term strategy-reporting directly to senior marketing tech leadership.
Your Mission
Audit current CRM infrastructure, document all configurations, integrations, and data quality issues; establish baseline metrics for system health and user adoption
Implement or improve data governance protocols, validation rules, and audit trails to ensure compliance and eliminate bad data at source
Map and optimize lead routing and campaign tracking workflows; identify quick wins to reduce manual touches and improve campaign ROI visibility
Conduct stakeholder interviews and create prioritized roadmap of CRM enhancement requests; establish change management process for releases and deployments
Execute 2-3 planned system releases/enhancements; measure user adoption and impact on pipeline velocity or campaign performance
Build self-service dashboards and reporting suite covering pipeline, campaign performance, ROI, and user adoption; reduce ad-hoc reporting requests by 40%
Strengthen system integrations across marketing, relationship management, and financial systems; eliminate data silos and reconciliation headaches
Establish CRM center of excellence: training materials, process documentation, and a feedback loop with users to identify next-generation automation opportunities
KPIs You'll Own
System Uptime & Performance
Track CRM availability, query performance, and deployment success rate to ensure reliability for 500+ users.
Data Quality Score
Monitor completeness, accuracy, and currency of key records; establish baseline and improve month-over-month via governance protocols.
Lead Routing Accuracy & Speed
Measure percentage of leads routed correctly on first attempt and average time from capture to assignment; connect to sales productivity.
User Adoption & Engagement
Track daily/monthly active users, feature usage, and training completion rates; identify adoption gaps and barriers.
Enhancement Request Cycle Time
Measure average time from request to production deployment; balance speed with quality and governance.
Tools & Stack
Your Team
Your Manager
Senior Marketing Technology Leadership
Current Team
Marketing and business development teams (500+ CRM users across professional services organization)
New role or backfill-unclear from posting
The Package
Salary
$145K-$165K base
Remote
On-site in New York City Metropolitan Area
Benefits & Perks
Company Intelligence
A leading global professional services firm with a sophisticated, multi-market operation. The marketing team supports complex business development workflows and relationship management across hundreds of client-facing professionals. This is a mature organization that values operational excellence and data-driven decision-making.
Culture
Professional, collaborative, solutions-oriented; values cross-functional alignment and process rigor.
Is This Role For You?
- You've spent 5+ years in CRM administration roles (Salesforce Admin/Advanced Admin or equivalent) and know how to architect clean configurations, not just patch problems
- You thrive on translating messy business requirements into scalable CRM solutions; you ask good questions before building
- You're comfortable with change management and user adoption; you can train stakeholders and act as a trusted advisor, not just a ticket-taker
- You love data governance and see bad data as a solvable problem, not a fact of life; you think in terms of validation rules, audit trails, and root-cause prevention
- You want strategic influence: reporting to senior tech leadership means your ideas shape the platform roadmap, not just maintain the status quo
- You're a pure developer looking for coding work-this role is admin/ops-focused, not custom development (though you'll work with integrations and APIs)
- You need remote flexibility-this is on-site in NYC metro; no remote option mentioned
- You prefer roles where you can disappear into technical specs; this requires constant communication, stakeholder management, and user support
- You haven't managed CRM platforms at scale; junior admins or folks with Salesforce experience only in support roles may struggle with the strategic scope
Interview Process
Phone Screen
Background on CRM experience, certifications, professional services context familiarity, and motivation.
Technical Deep-Dive
Detailed discussion of CRM configuration, integrations, data architecture decisions, and troubleshooting scenarios; bring examples of solutions you've architected.
Stakeholder Panel
Meet with marketing leadership, sales ops, and/or IT to assess collaboration style, communication clarity, and ability to balance priorities.
Executive Interview
Chief Marketing Technology Officer or equivalent discusses strategic vision, roadmap alignment, and long-term growth opportunities.
Ready when you are
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.