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-functional collaboration, with a solid understanding of the financial services outsourcing landscape.

Key Role Deliverables:

▪ CRM Strategy & Design




- Architect and oversee TresVista’s CRM roadmap to support client acquisition, onboarding, retention, and expansion
- Align CRM initiatives with business goals across Sales, Marketing, Delivery, and Client Success functions
- Define and document CRM functionalities aligned with business objectives across sales, account management, and customer success
- Collaborate with stakeholders to identify gaps and opportunities in current CRM processes

▪ Implementation & Integration
- Work closely with the Software team and external vendors to ensure timely and accurate implementation of CRM features
- Oversee system integration with other platforms (e.g., marketing automation, ERP, support tools, etc.) thereby ensuring optimization for lead management, pipeline visibility, and client intelligence

▪ Data & Dashboard Management
- Design and maintain dashboards and reporting tools to monitor KPIs across sa

📌 Vice President, CRM (Pune)
🏢 TresVista
📍 Pune