Head of Institutional CRM Platform Architecture
SwiftCruit
Ares is seeking a principal-level technology leader to serve as Head of Institutional and Client Relationship Management (CRM) Technology. You will own the strategy and delivery of capabilities supporting institutional investor workflows—from prospecting to onboarding and post-close relationship management. You will partner with senior business and technology leaders to deliver a scalable, integrated Salesforce ecosystem and data platforms for fundraising, marketing automation, and client #J-18808-Ljbffr SwiftCruit
- ...restaurant’s website, online ordering, CRM, POS, and more. Product philosophy Most... ...programs, including salary structures, job architecture, career levels, incentive plans, and... ...HR tech stack and equity administration platforms; preferably Rippling, Remote, and Carta....PlatformCRMWork at officeLocal areaRemote workFlexible hours
- ...College seeks an Executive Director of CRM Strategy and Resources to lead CRM strategy, architecture, and implementation across the institution, with Advancement as the primary... ...on technical authority for Salesforce platforms. The ideal candidate has a proven track...PlatformCRM
$160k - $180k
...opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of... .... Position Purpose: The Global Head of Corporate Access will work closely with... ...‑functional coordination across the platform. Partnering closely with the Director of...PlatformWork at office- Head of Artificial Intelligence and Insights, AD Job Level: Managing... ...services to its corporate, institutional, and municipal clients. It... ...of AI/ML models and platforms. Ensure scalability, performance... ...Strong understanding of data architecture, cloud platforms (e.g.,...PlatformFull timeWork at officeLocal areaWork from homeWorldwide
- ...Global Head of Order to Cash About the Company A large organization within financial services, committed to innovation... ..., data integrity, and process standardization across CRM, ERP, and billing platforms, and defining key performance metrics for continuous improvement...PlatformCRM
- A leading global industrial manufacturing firm is seeking a Head of Business Applications to oversee the strategy and evolution of its CRM, FSM, and CPQ platforms. This senior role includes leadership of a global team, management of implementation partners, and a focus...PlatformCRM
$145k - $170k
...steward families, fiduciaries and institutions through creation, transition... ...We are seeking a CRM Platform Owner based out of our New York... ...will work closely with the Head of Corporate Technology and... ...Oversee solution design and architecture decisions, ensuring alignment...PlatformCRMWork at office- ...aligning business needs with platform capabilities. The ideal... ...success, alumni relations), CRM strategy, and a user-centered... ...CRM best practices. Translate institutional business needs into scalable... ...Connect, EDA (Education Data Architecture), and Experience Cloud portals...PlatformCRMFull timeContract workRemote work
$90k - $100k
...Summer Analyst, Institutional Client Group Apollo is a high-growth, global alternative asset... ...expertise across our fully integrated platform has served the financial return needs of... ...Maintaining accurate and up-to-date CRM records for potential fund launches and...PlatformCRMFull timeSummer workInternshipWork at office- ...We serve hundreds of the world's largest institutions through The Tie Terminal and our data... ...license data feeds to crypto exchanges and platforms. Our core offering, The Tie Terminal, is... ...and post-sales processes Maintain CRM including recording details notes from meetings...PlatformCRM
$100k - $150k
...+ employees and over 80,000 institutional, commercial, and payments clients... ...We\'re looking for a CRM Product Lead to own the vision... ...for our global Dynamics 365 platform spanning Marketing, Sales, and... ...closely with engineering, architecture, and security teams to ensure...PlatformCRMRemote work1 day per week$160k - $220k
...retention drives long-term enterprise value. As Head of Retention, you will own the full post-... ...lifecycle marketing across email and SMS platforms (Klaviyo or similar) Build and optimize... ...experience in retention, lifecycle, or CRM marketing (ideally within subscription or...PlatformCRMLocal area- ...applications that work on cross-platforms, we use a number of... ...based on model view controller architecture and content management system... ...where we provide Salesforce CRM to effectively manage one’s... ...independently throughout the entire institution and involves information...PlatformCRMTrial period
- Head of Global CRM & Lifecycle (Maternity Cover) At Trustpilot, we're on an incredible journey. We're a profitable, high-growth FTSE-250 company... ...of trust. We run the world's largest open customer review platform, and while we've come a long way, there's still so much...PlatformCRMWork at officeFlexible hours
$67k - $77k
Responsible for advancing institutional giving efforts through the identification, cultivation... ...meetings, phone conversations, and digital platforms. Attend SME and/or third‑party... ...Proficiency in customer relationship management (CRM) systems, such as Salesforce, to track...PlatformCRMCurrently hiringWork at office$92k - $106.97k
...covers 12,000 financial institutions across the US, Canada,... ..., alternative lending platforms, and personal finance... ...at fintech founders, heads of engineering, and product... ....com or other CRM. Experience working with... ...funding trends, and API architecture; a high degree of...PlatformCRMWork experience placementLocal area$172.8k - $345.6k
...Constellation leadership and institutional, family‑office, and... ...standards. Maintain a detailed CRM pipeline (Salesforce, HubSpot... ...enterprise capital stack, SPV architecture, and investor return models.... ...traditional data centers and AI platforms, focusing on proprietary...PlatformCRMPermanent employmentWork at officeImmediate startRemote work1 day per week$100k
...roofers, HVAC techs, and builders who keep America running. Our platform helps real business owners win more jobs, protect profit margins... ...on bringing AI to the trades. Opportunity We are hiring a Head of Programmatic Ads. You will own Hearth's paid acquisition function...PlatformCRMFor contractorsLocal area$224k
...Mongo is seeking a Head of AI Platform, GM to lead the development and scaling of a new AI Applications Platform. With millions of developers... ...will lead the transition from 0 to 1, define the technical architecture, build a world‑class team of engineers and product thinkers...PlatformLocal areaRemote work$300k - $350k
Head of Institutional and Client Relationship Management (CRM) Technology A principal‑level technology leader responsible... ...leaders to define and deliver platforms that support the full lifecycle... ...Responsibilities Own strategy, architecture, and delivery of the...PlatformCRMLocal areaFlexible hours$235k - $275k
Position Overview The Head of Licensing and Relationship Management is a senior leadership... ..., entitlements, compliance analytics, CRM integrations). Direct the Business Analyst... ..., Salesforce, HubSpot); Customer Success platforms (e.g., Gainsight); Contract Lifecycle...PlatformCRMContract workInterim roleLocal area- ...Polymarket Polymarket is the world's largest prediction market platform. We enable individuals to express views on real-world events by... ...upcoming deadlines well in advance Map and maintain a structured CRM of LP and VC relationships, tracking warm paths and identifying...PlatformCRMWork at office
- ...and track opportunities using CRM tools. Lead RFP/RFI... ...Data governance and secure data architecture Staffing and professional services... ...companies, publishers, K-12 institutions, or universities. Understanding of AI, analytics, data platforms, and cloud technologies. Strong...PlatformCRM
$133.6k - $200.4k
...technical leadership, develops reference architectures, and ensures the integrity and value... ...Degree required from an accredited institution (relevant work experience will be considered... ...proficiency with digital tools, CRM platforms (e.g., Salesforce), and data‑driven decision...PlatformCRMTemporary workWork experience placementFlexible hours$140k - $185k
...This job description represents a sample Institutional Investor Liaison position commonly found... ...Maintain investor databases and CRM systems Assist with investor meetings,... ...tools; familiarity with investor reporting platforms is a plus Ability to manage multiple stakeholders...PlatformCRMFull time- ...experience for leading financial institutions. You will be responsible for... ...technology strategy across CRM, marketing automation, case... ..., ensuring scalable architectures and ROI. Finally, it drives... ...ecosystem initiatives with key platforms and fintech/AI partners. Key...PlatformCRMWork at officeRemote workHome officeFlexible hours
- ...Building The Ai Customer Operations Platform For Financial Services... ...term relationships with COOs, Heads of Customer or Member... ...community and regional financial institutions. What You'll Bring ~ Direct... ...hygiene in Notion, Slack, and the CRM. Why Join Gradient Labs?...PlatformCRM
$120k - $150k
...Offers Equity Offers Bonus Institutional Fabric for the Digital Asset... ...most innovative and trusted platform in the world, supporting the... ...time. Responsibilities Systems architecture, automation, and GTM... ...GTM systems ecosystem across CRM, marketing automation, outbound...PlatformCRMFull timeWork at officeRemote workAfternoon shift- ...0 employees and over 400,000 retail and institutional clients from more than 80 offices spread... ...capabilities of the StoneX multi-product platform to drive growth and broaden the firm's... ...opportunities & current book of business in CRM. Monitor client accounts, including...PlatformCRMWork at office
$250k - $300k
...seeking a seasoned Managing Director to lead institutional sales efforts across the Southern United... ...subject-matter expertise across the platform while maintaining accountability for... ...institutional relationship ownership. CRM, Pipeline & Discipline Maintain rigorous...PlatformCRMTemporary work
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