I have a full time opportunity in Midtown Manhattan for one of our top tier investment banking clients that is looking for a VP CRM Data Manager to join the team. This is a new role that lead the data entry team and maintain the firm's client relationship management Salesforce database. The ideal candidate will have strong attention to detail, excellent organization skills and experience managing a team in a fast-paced environment within the financial services sector. This role will be responsible for the data intake process, establishing data management best practices, and ensuring the quality / integrity of our CRM data which is critical to our investment banking operations.
This will be 3 days onsite and 2 days remote.
This comes with a very generous base salary and employee benefits package.
Data Management
- Read, interpret, and abstract key information from emails and documents, ensuring that essential details are captured and accurately reflected in Salesforce CRM database.
- Lead and perform data quality assessments and regular data cleansing activities including merging duplicate contacts, researching company information, standardizing data, and ensuring that the necessary data fields are populated according to firm standards.
- Identify and resolve data-related issues and discrepancies.
- Research internal and external sources to update records and/or complete inaccurate or missing information.
- Develop data intake and tracking processes, determining the best methods for collecting data.
- Develop and manage data entry workflows and schedules to meet business needs and deadlines.
- Work closely with cross-functional teams to align data management efforts with business needs.
- Manage "one time” or special initiative data entry projects.
Qualifications
- Bachelor's degree in Business Administration in Finance, Information Technology or related field preferred
- Years of relevant experience in data management; with at least 3 years in a supervisory role, preferably within investment banking or financial services industry
- Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite (Excel, Word, Powerpoint)
- Excellent oral and written communication and leadership skills
- Strong organizational skills and high attention to detail
- Capable of working in high pressure environment
- Ability to work independently and make informed decisions.
- Collaborative, resourceful, and driven with a genuine desire to ensure team success.
- Willingness to learn and quickly adapt to organizational structure, culture and changing business needs.
- Strong knowledge of data governance frameworks and best practices
- Familiarity with data privacy regulations and compliance requirements
Lori Sklarski
Senior Technical Recruiter, PRI Technology
Lori.sklarski@pritechnology.com
Direct:(973)-354-2797
Office: 973.732.5454 x27
Cell: 973.432.9968
www.pritechnology.com
www.pritechnology.com
