CRM Strategy & Operations Leader

About TresVista

TresVista is a global enterprise whose business model is built to deliver enduring value. TresVista combines best practices, technology enabled execution, and industry-leading talent to drive meaningful results. By integrating advisory capabilities with scalable delivery, TresVista helps clients operate smarter and grow stronger. TresVista’s services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics.

Role Overview

The Vice President – CRM Strategy & Operations will be responsible to lead the transformation and optimization of its customer relationship management ecosystem. The individual will be instrumental in enhancing client engagement, driving data-backed decision-making, and enabling scalable growth across service lines, geographies and sectors. The candidate should have deep expertise in CRM platforms, client lifecycle management, and cross-func...