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CRM Associate - Deltek Vantagepoint Pilot

KEO International Consultants · Amman

جديد
Senior 🇬🇧 English
Deltek Vantagepoint CRM Salesforce Dynamics 365 Excel Power BI

وصف الوظيفة

About the role

KEO Group, a global architecture, engineering, planning and construction consultancy, has launched a Deltek Vantagepoint CRM pilot in Europe. The CRM Associate will support the pilot and the subsequent firm-wide rollout, setting data standards, cleaning and maintaining data and supporting adoption so that marketing, business development and leadership can target clients and respond to bids quickly.

Key responsibilities

  • Pilot: work with IT, Finance, the Head of Marketing and pilot users to refine the data model, document processes and rules, and plan the rollout by division and region.
  • Maintain data quality, gather user feedback, log issues and enhancements, and act as day-to-day contact during go-live and hypercare.
  • Own the CRM data model, naming conventions, account hierarchies and tagging, and write data standards and protocols.
  • Set data privacy and consent practices aligned with UAE PDPL, KSA PDPL, Jordan's law and GDPR.
  • Consolidate divisional spreadsheets and legacy lists into Deltek, run hygiene routines and publish a monthly data quality scorecard.
  • Coordinate with Finance and IT on integrations, access, workflows, reporting and release testing, including OpenAsset, SharePoint and Outlook.
  • Keep opportunity and pipeline data accurate, produce client and project lists for bids and pre-qualifications, and build segmented audience lists for marketing.
  • Support adoption and training, help deliver onboarding, maintain a user guide and work with divisional CRM champions.

Required profile

  • Bachelor's degree in Information Systems, Business, Marketing or a related field.
  • 6+ years in CRM management, data management or marketing operations, with at least 3 years owning a CRM platform.
  • Proven record of data cleansing, de-duplication and migration work.
  • Experience across multiple business units and countries, ideally in a matrix organization.
  • Fluent English; Arabic highly desirable.

Required skills

  • Deltek Vantagepoint CRM, or strong experience with Dynamics 365 or Salesforce.
  • Strong Excel skills and working knowledge of reporting tools such as Power BI.
  • Desirable: exposure to a CRM implementation, professional services background, B2B bid knowledge, data protection regulations in the GCC, Jordan and the EU, Deltek certification or CRM administration training.

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KEO International Consultants

Amman