CRM Expert / Project Manager

at Fletcher Jones Management West
Published January 21, 2023
Location Newport Beach, CA
Category Default  
Job Type Full-time  


The CRM Expert/Project Manager will take over the supervision of the deployment and future operations of the CRM, having a dual role of Project Manager and CRM Expert.

CRM PM will play a key role in development and deployment of CRM with a strong focus in Customer Success, Marketing with a focus of helping define and implement CRM improvements within our business.

CRM PM will work closely with the Enterprise IT Architecture defining the connection between the CRM and the rest of our applications, leveraging the integration between the IT platforms.

Duties and responsibilities:

Data Migration and Interface - preparation, testing and go live
Set up a support model and lead the support model implementation and daily operations after go live, including resolutions of incidents.
Optimize business procedures managed through the CRM. Implement roadmaps, manage vendor's activities and coordinate between different Department Managers and Businesses.
Contribute actively to the CRM IT operations and audits related with the CRM
Follow up with feature requests and support tickets, managing access rights and roles.
Setting up and validating all new Rollouts and Upgrades.
Train teams and supervise CRM adoption - communicate and promote.

CRM Expert/Project Manager requirements:

A degree in programming, computer engineering, computer science, or a related field.
Good communicator, to be able share their findings and suggestions, with change management skills and excellent organizational ability.
Excellent knowledge of CRM, Marketing with experience on the supervising or deploying CRM, preferably
Additional experience in managing global projects, audits, and cybersecurity initiatives is a plus.
Strong business acumen, flexibility, team spirit, growth mindset and creativity to come with "out of the box" solutions.

Pay: $85000 - $100000 / year

At Fletcher Jones, we attract, nurture, and retain the most talented people in the industry by providing the highest quality work environment where productivity, creativity, and personal and professional growth can flourish. We believe our team sits behind the wheel of the Fletcher Jones brand that drives our company toward success.

We are an Equal Opportunity Employer

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