CRM Project Manager

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...