CRM Manager

Analysis Group is a leading international economics consulting firm with more than 1,500 professionals across 15 offices. The CRM Manager serves as the primary business owner of the firm’s CRM, ERM, and relationship intelligence ecosystem. This role translates marketing technology strategy into CRM platform capabilities, drives data governance, and surfaces actionable client intelligence in support of marketing and digital marketing initiatives.

The CRM Manager partners with Marketing, IT, practice leaders, and technology vendors to ensure the CRM ecosystem delivers measurable business value and supports firm growth. The role also identifies opportunities to leverage AI and emerging technologies to enhance CRM capabilities, data insights, and operational efficiency, aligning priorities with the Marketing Operations Manager and broader technology investments.

• Own the CRM, ERM, and relationship intelligence product roadmaps, enhancement backlog, and day-to-day prioritization ensuring alignment with broader marketing technology strategy, firm growth priorities, and user needs.
• Serve as the primary business owner for CRM platform management, translating broader marketing strategy into platform capabilities, workflows, and priorities in partnership with the Marketing Operations Manager.
• Establish and maintain a CRM data governance framework, including data standards, stewardship roles, taxonomies, business rules, sync controls, exception management, and ongoing quality monitoring.
• Act as the liaison between senior stakeholders and the broader Marketing Operations team, serving as the go-to partner for CRM systems and data strategy.
• Meet regularly with stakeholder groups to identify system needs and pain points; lead weekly CRM meetings and joint vendor/IT discussions.
• Develop and maintain product roadmaps covering leadership objectives, timelines, and system development priorities.
• Draft requirements documents for new development projects and explore viable vendor solutions to bridge system gaps.
• Identify data gaps and work with the Marketing Data Coordinator and Marketing & Campaign Specialist to prioritize and resolve data quality issues.
• Develop, document, and socialize data quality standards; contribute to team infrastructure through templates, systems, and processes others can use and learn from.
• Build custom reports and dashboards to support stakeholder initiatives and surface cross-sell opportunities or relationship intelligence signals.
• Identify and implement opportunities to leverage AI and automation within the CRM and data ecosystem to improve data quality, reporting, segmentation, and user workflows.
• Coordinate and conduct user system testing, including producing testing scripts, identifying testing groups, and developing a regression testing model for periodic system upgrades.
• Drive user adoption through proactive engagement, training programs, and support documentation.
• Manage and optimize the ERM solution (Introhive): identify opportunities to extend usability, uncover actionable business development trends, and develop custom reports and dashboards.
• Present periodic updates to the Marketing team on new system functionality and related processes; represent the team in cross-functional discussions and with external vendors.

• Bachelor’s degree in Marketing, Business, Information Systems, or a related field required.
• 6–8+ years of experience in CRM administration required, preferably in a professional services setting.
• Demonstrated experience owning CRM platforms end-to-end, including roadmap development, stakeholder management, and data governance.
• Proven ability to work independently on complex, multi-stakeholder projects and manage high-stakes initiatives end-to-end.
• Strong proficiency in CRM and ERM platforms, with experience in data synchronization, reporting, and workflow configuration required.
• Experience establishing and maintaining data governance standards and practices across integrated systems.
• Experience building reports and dashboards (e.g., Power BI or similar tools) to support business insights and decision-making.
• Experience…