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

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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