CRM Manager - USA-IL-Virtual
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
CRM MANAGER
The CRM Manager is a business advocate for process automation and data that grow client relationships at scale. This role responsible for managing a cross functional team focused on requirements intake, documentation, and negotiation of acceptance criteria, while collaborating with stakeholders across the business.
In conjunction with the Director, CRM and Client Data, this role is contributing to the collaboration with internal customers, the cross-functional product team and business stakeholders/sponsors to ensure we have clear definition of business needs and product value, a defined roadmap and that we are successfully executing and delivering complex, multi-disciplinary digital product that are in alignment to, and help accelerate the firm’s strategy.
ESSENTIAL DUTIES:
Requirements Development, Functional Configuration
- Manage and coordinate operations with internal and offshore teams for validation of end user need and scope of system and process change, and requirements gathering.
- Documents business requirements: process descriptions, database configuration descriptions, narrative descriptions. Hand off requirements to IT partners. Advocate requirements in work item discussion board discussion with IT partners. Where required present solution direction to stakeholders.
- Develops business test cases from business requirements. Conducts testing pre-release. Facilitates team testing, post release.
- Collaborate with IT partners on solution …
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Regions Countries Benefits/PerksCompetitive benefits and compensation package Generous time off policy
SkillsAgile Audit Automation Change Management CRM Dynamics 365 Project Management Scrum
Tasks- Collaborate with stakeholders
- Project management
Bachelor's degree Business Management Marketing Sales
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9