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Title:  Client Relationship Manager

Job ID:  1427

Washington, DC, US

Category:  Sales

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 

Employer: Donnelley Financial LLC

Worksite Location: Washington, D.C.

Position Title: Customer Relationship Management (CRM) and Data Manager

Job Description and Requirements

CRM & Data Manager, Washington D.C.: Responsible for managing the design, development, and deployment of technical solutions to maintain the company’s (Sales and Service Cloud) System. Develop and implement Salesforce best practices and changes using both business processes and development methodologies to improve work flow. Design and implement change requests and new features, as well as troubleshoot complex cross-system issues to restore normal functioning. Develop architecture plans, technology planning and execution, and policy development and maintenance. Apply knowledge of information processing, data modeling principles, data management practices, and system interaction patterns and interfaces to evaluate existing technical architectures and recommend alternative tools, technologies, and approaches for implementation. Liaise with the business analyst team to develop and revise technical specifications and requirements documentation, system design procedures, test procedures, and quality standards. Participate in other technology life-cycle projects, including technology evaluation, selection, implementation, support and retirement/replacement. Work directly with executives to define high-level business process changes and ensure agreement on system principles. Deliver presentations and proposals on the strategic direction of revenue and customer relationship management (CRM) technologies.

Minimum Requirements: Must have a Bachelor’s degree in Information Systems, Computer Science, Business or related field, plus 5 years of experience within the Information Technology industry. Alternatively, in lieu of a Bachelor's degree, employer will accept 2 additional years of work experience.

Of the required experience, must have 4 years of experience in each of the following:


  • Experience in Salesforce design and development which includes declarative and custom development (Apex, Visualforce); and
  • Experience in utilizing Microsoft SQL and SOQL.


Must have a certification in each of the following: Salesforce Administrator, Salesforce Platform Developer I, and Salesforce Application Architect.

It is the policy of Donnelley Financial Solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status. 

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access as a result of your disability. You can request a reasonable accommodation by sending an email to

Nearest Major Market: Washington DC

Job Segment: Information Systems, Developer, SQL, Database, Computer Science, Technology