About TresVistaTresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista’s services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.Role OverviewThe Vice President – CRM Strategy & Operations will be responsible to lead the transformation and optimization of its customer relationship management ecosystem. The individual will be instrumental in enhancing client engagement, driving data-backed decision-making, and enabling scalable growth across service lines, geographies and sectors. The candidate should have deep expertise in CRM platforms, client lifecycle management, and cross-functional collaboration, with a strong understanding of the financial services outsourcing landscape.Key Role Deliverables:- CRM Strategy & Design - Architect and oversee TresVista’s CRM roadmap to support client acquisition, onboarding, retention, and expansion - Align CRM initiatives with business goals across Sales, Marketing, Delivery, and Client Success functions - Define and document CRM functionalities aligned with business objectives across sales, account management, and customer success - Collaborate with stakeholders to identify gaps and opportunities in current CRM processes - Implementation & Integration - Work closely with the Software team and external vendors to ensure timely and accurate implementation of CRM features - Oversee system integration with other platforms (e.g., marketing automation, ERP, support tools, etc.) thereby ensuring optimization for lead management, pipeline visibility, and client intelligence - Data & Dashboard Management - Design and maintain dashboards and reporting tools to monitor KPIs across sales and account management - Establish data governance protocols and ensure CRM data integrity, consistency, and usability for performance tracking and forecasting - User Enablement & Training - Develop SOPs, training materials and conduct sessions to onboard and upskill CRM users - Act as the internal CRM champion, promoting adoption and best practices - Continuous Improvement - Foster a culture of experimentation, agility, and continuous improvement - Monitor CRM usage and performance, recommending enhancements based on user feedback and evolving business needs - Stay updated on CRM trends and technologies to future-proof the systemPrerequisites:- Strong analytical and problem-solving skills with a client-first mindset - Strong eye for detail with a focus on quality and accuracy - Strong understanding of sales processes and methodologies - Expertise in CRM platforms, marketing automation, and data visualization tools - Proven success in scaling CRM programs and driving measurable impact - Excellent interpersonal skills and communication skills (written and verbal) - Collaborative mindset with an ability to manage multiple projects and meet deadlines in a fast-paced environment - Entrepreneurial and proactive attitude - Well-versed with Excel and PowerPointExperience:7+ years of experience in CRM, client experience, sales or marketing operations, preferably in financial services or B2B professional services.Education:Bachelor/Master’s degree in Business Administration, Marketing & Related fieldCompensation:The compensation structure will be as per industry standards
Job Title
Vice President CRM