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T
VP

Vice President, CRM

TresVista·Posted 4 days ago

Location

All India

Experience

7–11 years

Required Skills

marketing automationinterpersonal skillscommunication skillsExcelPowerPointCRM platformsclient lifecycle managementcrossfunctional collaborationfinancial services outsourcingsales processesmethodologiesdata visualization tools

About the Role

As the Vice President - CRM Strategy & Operations at TresVista, you will play a crucial role in leading the transformation and optimization of the customer relationship management ecosystem. Your expertise in CRM platforms, client lifecycle management, and cross-functional collaboration will be instrumental in enhancing client engagement, data-backed decision-making, and enabling scalable growth across service lines, geographies, and sectors.

Key Responsibilities: - CRM Strategy & Design - Architect and oversee TresVistas CRM roadmap for 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
- Collaborate with stakeholders to identify gaps and opportunities in current CRM processes

  • • Implementation & Integration - Work closely with the Software team and external vendors for timely implementation of CRM features

    • - Oversee system integration with other platforms for lead management, pipeline visibility, and client intelligence

  • • Data & Dashboard Management - Design and maintain dashboards and reporting tools to monitor KPIs

    • - Establish data governance protocols for CRM data integrity and usability

  • • 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 and continuous improvement

    • - Monitor CRM usage and performance, recommending enhancements based on user feedback
    - Stay updated on CRM trends and technologies for future-proofing the system

    Qualification Required: - Strong analytical and problem-solving skills with a client-first mindset

  • • Eye for detail, focus on quality, and accuracy

  • • Understanding of sales processes, CRM platforms, and data visualization tools

  • • Proven success in scaling CRM programs and driving impact

  • • Excellent interpersonal and communication skills

  • • Collaborative mindset with project management abilities in a fast-paced environment

  • • Entrepreneurial and proactive attitude

  • • Proficiency in Excel and PowerPoint

    • At TresVista, we are committed to being an Equal Opportunity Employer, focusing on merit, competence, and business needs without any discrimination. Your role will involve contributing to data security and business continuity practices in alignment with our policies.

    Experience: 7+ years in CRM, client experience, sales, or marketing operations in financial services or B2B professional services. Education: Bachelor/Masters degree in Business Administration, Marketing, or related field.
    The compensation structure will align with industry standards. As the Vice President - CRM Strategy & Operations at TresVista, you will play a crucial role in leading the transformation and optimization of the customer relationship management ecosystem. Your expertise in CRM platforms, client lifecycle management, and cross-functional collaboration will be instrumental in enhancing client engagement, data-backed decision-making, and enabling scalable growth across service lines, geographies, and sectors.

    Key Responsibilities: - CRM Strategy & Design - Architect and oversee TresVistas CRM roadmap for 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
    - Collaborate with stakeholders to identify gaps and opportunities in current CRM processes

  • • Implementation & Integration - Work closely with the Software team and external vendors for timely implementation of CRM features

    • - Oversee system integration with other platforms for lead management, pipeline visibility, and client intelligence

  • • Data & Dashboard Management - Design and maintain dashboards and reporting tools to monitor KPIs

    • - Establish data governance protocols for CRM data integrity and usability

  • • 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 and continuous improvement

    • - Monitor CRM usage and performance, recommending enhancements based on user feedback
    - Stay updated on CRM trends and technologies for future-proofing the system

    Qualification Required:

  • • Strong analytical and problem-solving skills with a client-first mindset

  • • Eye for detail, focus on quality, and accuracy

  • • Understanding of sales processes, CRM platforms, and data visualization tools

  • • Proven success in scaling CRM programs and driving impact

  • • Excellent interpersonal and c

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