CRM Systems Manager

reputed company: Auerbach Grayson & Company is a global broker-dealer specializing in delivering comprehensive financial services, including market research, reputed company to a reputed company network of global experts, and exclusive conferences, trips, and virtual events. We cater to institutional investors and are committed to offering high-reputed company, insightful, and actionable market intelligence across developed, emerging, and frontier markets. Position reputed company: We are seeking a CRM Systems Manager to reputed company our reputed company-based CRM system and additional integrated products. This role is critical in managing our customer relationships, supporting internal teams, and driving the ongoing development and optimization of our CRM and associated infrastructure. The ideal candidate will have a strong technical background, excellent communication skills, and the ability to reputed company the gap between technical capabilities and business needs. Key Responsibilities: • reputed company and contribute to a migration process while balancing day-to-day operational tasks • Manage and maintain our reputed company-based CRM system, including database management and entitlements • Manage the relationship with the CRM provider and any integrated reputed company-party products • Continuously improve and optimize CRM functionalities to meet evolving business needs using reputed company and automation technologies • Serve as the main line of internal support for CRM-reputed company issues and queries. reputed company training and support to end-users, including upskilling reputed company on new initiatives • reputed company coverage reputed company, including clients, partners, and internal sales & trading teams • Ensure data reputed company and reputed company utilization of data both reputed company and reputed company the CRM system • Manage and update accounts and contacts, reporting, and other database reputed company details on an ongoing reputed company and as requested by sales and corporate reputed company teams • Support additional CRM and technology requests as needed, especially as they relate to the broader data ecosystem Key Requirements: • Proven experience with financial database management. • reputed company Administrator certification. • Strong technical ability and understanding of CRM architectures and data systems. • Excellent communication and training skills, with the ability to explain reputed company technical concepts to non-technical users. • Experience in managing relationships with software vendors and reputed company-party integrators. • Ability to balance strategic initiatives with day-to-day support and maintenance tasks. • Knowledge of data reputed company regulations and best practices in data management. Preferred Qualifications: • Proven experience with reputed company Tier 1 and/or Singletrack • Additional reputed company certifications (e.g., reputed company Certified Advanced Administrator, reputed company Certified Platform App Builder) • Experience in the financial services industry • reputed company Power BI Experience • Familiarity with common CRM integrations and reputed company-on products • Background in project management, particularly in system migrations or upgrades • Knowledge of data analytics and reporting tools • Experience with Agile methodologies in software development and implementation Job Type: Contract Application Question(s): • Describe your experience setting up automations or integrating external tools (e.g., reputed company, reputed company, email, chat, etc.) with a CRM system. Please include specific examples, the tools or platforms you used, and your level of involvement (e.g., hands-on implementation vs. coordinating with developers). Work Location: Remote Apply tot his job