CRM Project Manager

About the Role

Insight Global is seeking a CRM Project Manager for a top financial services client within an Equities Technology portfolio. This individual will act as the primary point of contact for CRM support and project coordination, ensuring smooth day-to-day operations while driving enhancements across the platform. The ideal candidate brings a strong blend of project management, CRM functional expertise, and user-facing support experience, and thrives in fast-paced, highly visible environments supporting front-office teams.

Day-to-Day

• Serve as the first-line functional support contact for CRM (Salesforce) inquiries from Global Markets u
• Troubleshoot CRM data, workflow, permission, and UI issues; escalate to internal or vendor teams as needed
• Maintain detailed issue logs including severity, business impact, resolution path, and turnaround times
• Identify recurring CRM pain points and partner with admin/development teams on enhancements
• Track tasks, dependencies, risks, and milestones for CRM and related initiatives
• Coordinate UAT efforts, including test scripts, defect logging, user feedback, and retesting
• Support cross-functional initiatives such as CRM integrations, data migrations, and workflow redesigns
• Communicate clearly with u regarding issue status, resolutions, and escalations
• Assist with CRM training materials, job aids, quick-reference guides, and release notes
• Support onboarding of new u , including walkthroughs of core workflows and best practices

Required Skills & Experience

• 3-7 years of project or program management experience within Financial Services / Equities / Capital Markets technology
• Strong experience in PM/BA or support-style project roles in fast-paced environments
• Hands-on experience supporting CRM platforms; Salesforce experience strongly preferred
• Ability to troubleshoot CRM functional issues (data, workflows, permissions, UI)
• Proven experience coordinating complex, cross-functional initiatives across multiple teams and vendors
• Strong organizational skills with experience maintaining issue logs, schedules, risks, and status reporting
• Excellent communication skills with both business u and technical teams

Nice to Have Skills & Experience

• Experience supporting Equities Research, Sales & Trading, or Global Markets u
• Experience with CRM integrations, data migrations, or workflow redesigns
• Familiarity with CRM analytics tools, ticketing systems, and collaboration platforms
• Experience coordinating UAT cycles and user feedback collection
• Background in contract-to-hire roles within investment banking or asset management

Benefits

• Medical, dental, and vision insurance
• HSA, FSA, and DCFSA account options
• 401k retirement account access with employer matching
• Paid sick leave and/or other paid time off as provided by applicable law