Roles & responsibilities

The Assistant Manager – CRM Data Management is a functional delivery role
responsible for maintaining data quality, operational integrity, and reporting
visibility across the Microsoft Dynamics 365 CRM platform. This role acts as the
primary offshore liaison for onshore stakeholders, ensuring day-to-day CRM
operations are managed with accuracy, accountability, and minimal escalation.
The role requires strong functional knowledge of Dynamics 365, an analytical
mindset for Power BI reporting, and the ability to work independently within a
governed delivery framework. In this team, your responsibilities will include
delivering and executing project(s) on behalf of KPMG teams and clients (onshore
teams). Your responsibilities will include:
CRM Data Operations & Quality Management

•Own day-to-day data management activities within Dynamics 365 including
account, contact, prospect, and activity record maintenance
•Conduct regular data audits to identify duplicates, incomplete records, and




data inconsistencies; drive resolution in coordination with onshore teams
•Ensure CRM records accurately reflect current engagement status, account
ownership, and pipeline stage in line with governance standards
•Support data activities such as bulk imports, record merges, and field updates
using Dynamics 365 import functionality
Process Documentation & Governance

•Maintain and update Standard Operating Procedures (SOPs) for all CRM data
management workflows
•Define, document and monitor appropriate data quality metrics; lead monthly KPI
and SLA reporting for the data team, including assessment of completeness,
accuracy, and timeliness against agreed targets
•Support implementation of data governance policies, ensuring team adherence to
data entry standards and field validation rules
•Maintain exception log, escalating critical items to the Manager or onshore
lead with transparent context
•Assist in onboarding recent junior team members by providing process w

📌 Assistant Manager Gurugram
🏢 KPMG Global Services
📍 Gurugram