CRM Manager

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

CRM Manager (Deltek VantagePoint)

Location: Missoula, MT (preferred) or remote within the U.S. (hybrid considered)

Employment Type: Full-time

About DJ&A

At DJ&A, you'll join a multidisciplinary professional services firm where our team plays a central role in delivering public-facing infrastructure projects across the western U.S. We’re dedicated to making a positive impact both in our industry and in the communities we serve. If you’re a driven, talented professional looking for purpose, challenge, and the opportunity to work with a fantastic team across remarkable locations and to make a meaningful impact, DJ&A is the place where your skills, ideas, and ambitions will thrive. We invite you to contribute to our ongoing success and advance your career at DJ&A.

Role Overview

DJ&A is preparing to transition from our current CRM platform to Deltek VantagePoint, and we are seeking a CRM Manager to lead this implementation and establish the foundation for long-term success.

This role will guide the firm through system configuration, data migration, workflow design, governance development, and firmwide rollout, with a target implementation by year-end. Following launch, the CRM Manager will serve as system owner, driving adoption, reporting, and continuous improvement across cross-functional teams.

The CRM Manager is both a hands-on system owner and a strategic partner to DJ&A’s business development and marketing team. This position is ideal for someone who enjoys building structured systems, leading change across teams, and translating CRM data into actionable business insight.

A successful CRM transition to Deltek VantagePoint by year-end, including clean and validated data migration
Clearly defined workflows, governance standards, and stage-gate processes that support consistent go/no-go decisions and accurate pipeline reporting
Improved CRM data completeness, accuracy, and accountability
Strong user adoption and engagement across business development and technical teams
Consistent integration of CRM insights into proposal strategy and business development performance

The ideal candidate values quality and clarity, is comfortable leading structured change, and thrives in a collaborative, relationship-driven environment where integrity, accountability, and people matter.

Key Responsibilities

Lead DJ&A’s transition from their current CRM platform to Deltek VantagePoint.
Partner with leadership to define CRM strategy, governance framework, and success metrics.
Configure system architecture, fields, workflows, permissions, and stage-gate processes aligned with business development and proposal operations.
Oversee CRM data audit, cleanup, mapping, and migration from the legacy system
Develop and execute a structured CRM rollout strategy and training plan to drive successful firmwide CRM adoption.
Develop post-launch support structure and continuous improvement roadmap.

Serve as the firm-wide administrator and subject matter expert for the Deltek VantagePoint CRM platform.
Maintain and continuously improve CRM structures, workflows, and permissions, and data governance standards.
Monitor system health, data integrity, and adherence to established processes.

Drive CRM adoption across business development, marketing, and technical staff.
Develop and deliver user training, documentation, and guidance tailored to different roles.
Provide ongoing support to users, helping teams efficiently enter, retrieve, and interpret CRM data.
Identify adoption gaps and implement practical solutions to improve engagement.

Align CRM usage business development goals and growth strategy.
Design and maintain opportunity stage-gate processes, data standards, and data governance policies that support consistent go/no-go decision-making.
Establish clear accountability frameworks and processes so technical staff maintain accurate and timely opportunity data.
Monitor pipeline data quality, proactively identifying gaps and working with technical teams to resolve them.
Collaborate with proposal leadership to define how CRM data is used throughout the proposal lifecycle, including capture planning, teaming, resume/project selection, and post-submittal tracking
Ensure client intelligence, relationship data, and win/loss insights are consistently incorporated into pursuit strategy discussions

Develop and maintain dashboards and reports that provide clear visibility into pipeline health, client activity, and business development performance.
Translate CRM data into actionable insights for leadership and proposal teams.
Continuously refine reporting to meet evolving business needs.

Document and improve CRM‑related business development processes.
Coordinate with business development, operations, and IT as needed to ensure CRM aligns with firm-wide workflows.Support CRM‑related change‑management initiatives, including system enhancements and upgrades.

Enjoy owning systems and processes end-to-end and making them better over time
Value clarity, consistency, and quality in data and decision‑making
Take pride in building tools and processes that support long-term growth
Like translating data into insight and helping teams work more effectivelyAre enthusiastic about working across business development, marketing, and technical teams

Qualifications

Experience in the AEC (architecture, engineering, construction) or professional services industry
3–7+ years of experience in CRM management, business development operations, marketing operations, or a related role
Hands-on experience administering a CRM system (Deltek VantagePoint experience strongly preferred)
Demonstrated ability to improve data quality, user adoption, and reporting
Strong organizational skills and attention to detail
Ability to communicate effectively with both technical and non-technical users
Experience developing and delivering a training program

Demonstrated success leading a major system or process change initiative
Familiarity with business development, proposal processes, and pipeline management
Experience developing dashboards, KPIs, and performance reporting for leadershipExperience contributing to or leading CRM implementation, migration, or major system rollouts

Successful implementation of Deltek VantagePoint CRM by year-end, including clean and validated data migration
CRM data is trusted, consistently used, and visibly supports business development decisions
Users actively engage with Deltek VantagePoint as part of their daily workflows
Leadership has clear, reliable visibility into pipeline health and pursuit priorities
Proposal teams regularly leverage CRM insights to inform strategy
CRM processes are documented, repeatable, and scalable as the firm grows

Ability to sit, stand, and use computer equipment for extended periods
Occasional travel to project sites, including outdoor environments and construction areasAbility to lift up to 25 lbs. occasionally

Competitive salary commensurate with experience
Comprehensive benefits package including:
Fully Paid Medical premiums for our High-Deductible Health Plan for employees, spouses, and dependents
Dental and Vision
Profit Sharing and Safe Harbor contributions
Paid time off and holidays
Professional development support, including licensure and trainingFlexible work schedule

Why Join Us?

You will play a critical role in shaping how our firm pursues and wins work. This position offers the opportunity to own a core business system, work closely with leadership, and make a tangible impact on growth, without the ambiguity of an overextended or director-level role.

DJ&A is an equal opportunity employer and values diversity at all levels of the organization.

DJ&A is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at [email protected] .

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