Program/Portfolio Manager( CRM EXPERIENCE MUST)
ClifyX, INC
Malvern, PA, United States
3 months ago
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Role details
Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Working hours
Regular working hours
Job source
Tech stack
Artificial Intelligence
Amazon Web Services
Microsoft Azure
Microsoft Dynamics CRM
Multi-Cloud
Requirements
- Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too).
- Understanding of CoPilot and/or some AI/GenAI offerings in CRM
- Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients.
- Good understand of a multi-cloud (AWS and Azure) and data exchanges between them.
- Ability to lead the in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters.
Ability to translate functional discussions into technology deliverables
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Prepare application
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