Program/Portfolio Manager( CRM EXPERIENCE MUST)
ClifyX
Role: Program/Portfolio Manager( CRM EXPERIENCE MUST)
Location: Malvern, PA
Hire Type: Full Time
Job Description
Must Have Technical/Functional Skills
Technology/Domain
· Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too).
· Understanding of CoPilot and/or some AI/GenAI offerings in CRM
· Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients.
· Good understand of a multi-cloud (AWS and Azure) and data exchanges between them.
· Ability to lead the in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters.
Ability to translate functional discussions into technology deliverables
Roles & Responsibilities
· Manage the overall CRM Portfolio
· Engage with Functional and Technology leaders from the client to ensure there is a strong collaboration
· Secure growth of the portfolio for 2027
Be the trusted partner for client
Vacancy posted 1 day ago
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