CRM Manager

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30+ days ago Requisition

Salary Range: $40.00 To $50.00 Hourly

Location: Missoula, MT (preferred) or remote within the U.S. (hybrid considered)

Employment Type: Full-time

At DJ&A, you'll join a multidisciplinary professional services firm where our team plays a central role in delivering public-facing infrastructure projects across the western U.S. We’re dedicated to making a positive impact both in our industry and in the communities we serve. If you’re a driven, talented professional looking for purpose, challenge, and the opportunity to work with a fantastic team across remarkable locations and to make a meaningful impact, DJ&A is the place where your skills, ideas, and ambitions will thrive.

We invite you to contribute to our ongoing success and advance your career at DJ&A.

DJ&A is preparing to transition from our current CRM platform to Deltek VantagePoint, and we are seeking a CRM Manager to lead this implementation and establish the foundation for long-term success.

This role will guide the firm through system configuration, data migration, workflow design, governance development, and firmwide rollout, with a target implementation by year-end. Following launch, the CRM Manager will serve as system owner, driving adoption, reporting, and continuous improvement across cross-functional teams.

The CRM Manager is both a hands-on system owner and a strategic partner to DJ&A’s business development and marketing team. This position is ideal for someone who enjoys building structured systems, leading change across teams, and translating CRM data into actionable business insight.

Indicators of success in this role include:

• A successful CRM transition to Deltek VantagePoint by year-end, including clean and validated data migration
• Clearly defined workflows, governance standards, and stage-gate processes that support consistent go/no-go decisions and accurate pipeline reporting
• Improved CRM data completeness, accuracy, and accountability
• Strong user adoption and engagement across business development and technical teams
• Consistent integration of CRM insights into proposal strategy and business development performance

The ideal candidate values quality and clarity, is comfortable leading structured change, and thrives in a collaborative, relationship-driven environment where integrity, accountability, and people matter.

• Lead DJ&A’s transition from their current CRM platform to Deltek VantagePoint.
• Partner with leadership to define CRM strategy, governance framework, and success metrics.
• Configure system architecture, fields, workflows, permissions, and stage-gate processes aligned with business development and proposal operations.
• Oversee CRM data audit, cleanup, mapping, and migration from the legacy system
• Develop and execute a structured CRM rollout strategy and training plan to drive successful firmwide CRM adoption.
• Develop post-launch support structure and continuous improvement roadmap.

• Serve as the firm-wide administrator and subject matter expert for the Deltek VantagePoint CRM platform.
• Maintain and continuously improve CRM structures, workflows, and permissions, and data governance standards.
• Monitor system health, data integrity, and adherence to established processes.

• Drive CRM adoption across business development, marketing, and technical staff.
• Develop and deliver user training, documentation, and guidance tailored to different roles.
• Provide ongoing support to users, helping teams efficiently enter, retrieve, and interpret CRM data.
• Identify adoption gaps and implement practical solutions to improve engagement.

• Align CRM usage business development goals and growth strategy.
• Design and maintain opportunity stage-gate processes, data standards, and data governance policies that support consistent go/no-go…