CRM Project Manager

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. This is a hybrid position requiring 3 days a week onsite.

Day-to-Day:
•Serve as the first-line functional support contact for CRM (Salesforce) inquiries from Global Markets users
•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 users regarding issue status, resolutions, and escalations
•Assist with CRM training materials, job aids, quick-reference guides, and release notes
•Support onboarding of new users, including walkthroughs of core workflows and best practices

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

•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 users and technical teams

•Experience supporting Equities Research, Sales & Trading, or Global Markets users
•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

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.