CRM Project Manager
Location
New York, NY
Job Type
Full-time
Category
other-general
Posted
June 13, 2026
Job Description
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 partn...
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 partn...