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Program/Portfolio Manager( CRM EXPERIENCE MUST)

Job

ClifyX

Devault, PA (In Person)

Full-Time

Posted 3 days ago (Updated 18 hours ago) • Actively hiring

Expires 7/12/2026

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Program/Portfolio Manager( CRM

) at ClifyX Program/Portfolio Manager( CRM

) at ClifyX in Devault, Pennsylvania Posted in about 1 hour ago.

full-time

Program/Portfolio Manager( CRM

)

Full Time Job Description Must Have Technical/Functional Skills Technology/Domain

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 Roles & Responsibilities
Manage the overall CRM Portfolio
Engage with Functional and Technology leaders from the client to ensure there is a strong collaboration
Secure growth of the portfolio for 2027 Be the trusted partner for client