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# Program/Portfolio Manager( CRM EXPERIENCE MUST)

- **Company:** ClifyX, INC
- **Location:** Malvern, PA, United States
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Amazon Web Services, Microsoft Azure, Microsoft Dynamics CRM, Multi-Cloud
- **Published:** June 8, 2026
- **Apply:** https://www.disabledperson.com/jobs/72952283-program-portfolio-manager-crm-experience-must

## About the Role

* 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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