Manager, CRM

FTI Consulting • New York, NY

1d • $116,500 - $204,000 • Hybrid

About The Position

The Manager, CRM is a member of the Corporate Global CRM team dedicated to FTI’s largest business segment, corporate finance. We are looking for an individual who is a strategist that can influence senior practitioners, and can execute. The ideal candidate will have a strong technical and business background in sales operations, specifically business intelligence insights and reporting and BD tools like CRM. As a member of the global CRM team, this role serves as a liaison between the CRM and Marketing functions within the Corporate Finance business segment. The candidate will need to be an agile and tenacious individual with excellent communication, interpersonal and problem-solving skills.

Requirements

• Bachelor's degree in Computer Science, Business or closely related field
• 5+ years of professional Sales operations, business intelligence, and or CRM experience
• Ability to travel as needed
• Applicants must be currently authorized to work in the United States on a full-time basis; this position does not provide visa sponsorship

Nice To Haves

• 3+ years for intermediate-level PowerBI with complex reporting and semantic model development
• 2+ years related experience for Salesforce or equivalent CRM
• 1+ SQL and/or Python script coding or equivalent educational training
• Experience in an analytical, marketing, client development or business development role strongly preferred, with experience using Salesforce CRM or equivalent, BoardEx or ExecAtlas, LinkedIn or similar databases, and/or marketing automation platform

Responsibilities

• Develop, execute, optimize and maintain the processes and procedures within the CRM that will support Corporate Finance & Restructuring’s CRM strategy and priorities
• Manage and increase adoption of BD tools to maximize opportunities and client relationships to generate revenue for the Corporate Finance segment globally
• Develop onboarding and ongoing training of BD tools for Corporate Finance segment users to raise awareness of BD tools and increase adoption and engagement
• Generate pipeline reporting and business intelligence, coordinating with the Corporate Finance team where necessary, proactively and in response to ad hoc requests from stakeholders
• Partner with the VP of Marketing in Corporate Finance to establish KPIs, measurement, reporting and insights plans
• Research and analyze CRM/finance data to support BD account planning, campaigns, and activities

Benefits

• recognition
• professional development
• continuous learning
• individual skills development
• on-the-job learning
• self-guided professional development courses and certifications
• dedicated coach to mentor, guide and support you through regular coaching sessions
• tailored programs for critical professional milestones

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level