About DJ&A
Sourced by ZipRecruiter
Industry
Professional, scientific, and technical services
Company size
51 - 200 Employees
Headquarters location
Missoula, MT, US
Year founded
1973
$40 - $50/hr
Full-time
Medical, Dental, Vision, PTO
Posted 6 hours ago
Job description
CRM Manager (Deltek VantagePoint)
Role Overview
Key ResponsibilitiesCRM Transition and Implementation Leadership (Year 1 Priority)Ongoing CRM Ownership & Optimization User Adoption, Training & SupportBusiness Development, Pipeline, and Proposal IntegrationReporting, Dashboards & InsightsProcess Improvement & Cross-Functional Coordination
You Will Thrive in This Role If You:
QualificationsCore CompetenciesPreferred
What Success Looks Like (First 12–18 Months)Physical Requirements
Salary and Benefits
Why Join Us?
Location: Missoula, MT (preferred) or remote within the U.S. (hybrid considered)
Employment Type: Full-time
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.
Indicators of success in this role include:
- 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 ResponsibilitiesCRM Transition and Implementation Leadership (Year 1 Priority)
- 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.
You Will Thrive in This Role If You:
- 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 effectively
- Are enthusiastic about working across business development, marketing, and technical teams
QualificationsCore Competencies
- 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 leadership
- Experience contributing to or leading CRM implementation, migration, or major system rollouts
What Success Looks Like (First 12–18 Months)
- 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 areas
- Ability to lift up to 25 lbs. occasionally
Salary and Benefits
- 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 training
- Flexible 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 careers@djanda.com.
djanda.com
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Frequently asked questions
Q: What skills or qualities help someone succeed as a CRM Manager?
A: To succeed as a CRM (Customer Relationship Management) Manager, key technical skills include proficiency in CRM software, data analysis, and marketing automation tools, as well as expertise in data-driven decision making and process optimization. Soft skills such as strong communication, leadership, and project management abilities are also crucial, enabling effective collaboration with cross-functional teams and stakeholders to drive business growth. By combining these technical and soft skills, a CRM Manager can drive strategic initiatives, improve customer engagement, and ultimately contribute to the organization's overall success and career growth.
Q: What is the career path for a CRM Manager?
A: A CRM Manager's typical career progression involves starting as a CRM Coordinator or Analyst, where they develop foundational skills in data analysis, customer relationship management software, and process optimization. As they gain experience, they can move into mid-level roles such as CRM Specialist or Senior Analyst, where they focus on implementing and maintaining CRM systems, analyzing customer data, and driving business growth. Ultimately, senior CRM Managers or Directors oversee CRM strategy, lead cross-functional teams, and drive business outcomes, providing opportunities for long-term career growth and potential transitions into leadership or specialized roles like Marketing or Sales Director.
