✨ AI Summary
The Project Manager - CRM will lead end-to-end CRM project delivery, including planning, requirements gathering, implementation, and deployment. Responsibilities include defining project scope, timelines, and deliverables, ensuring projects are completed on time and within budget. The role involves collaborating with business stakeholders to understand CRM requirements and translating them into project plans, as well as facilitating communication between business teams, developers, and leadership. Key tasks include coordinating CRM system implementation, configuration, enhancements, and ensuring integration with other enterprise systems like core banking platforms. The position also requires identifying opportunities for process improvement, supporting CRM best practices, tracking project progress, and mitigating risks.
Required qualifications include a minimum of 5 years of project management experience, with proven experience in CRM-related projects and managing cross-functional technical projects. Experience with Agile, Scrum, or hybrid methodologies and an understanding of CRM systems such as Microsoft Dynamics 365 are necessary. Strong stakeholder management, excellent communication and leadership abilities, and robust analytical and problem-solving skills are also required. Preferred qualifications include experience in digital banking, fintech, or financial services, experience managing CRM implementations or digital transformation projects, and certifications like PMP, PRINCE2, or Agile.
Requirements
Requires 5+ years of project management experience, with proven experience in CRM-related projects and managing cross-functional technical projects. Must be familiar with Agile, Scrum, or hybrid methodologies and have an understanding of CRM systems like Microsoft Dynamics 365. Strong stakeholder management, communication, leadership, analytical, and problem-solving skills are essential.
Description
Key ResponsibilitiesProject ManagementLead end-to-end CRM project delivery, from planning and requirements gathering to implementation and deployment.Define project scope, timelines, and deliverables.Ensure projects are delivered on time, within scope, and within budget.Stakeholder ManagementCollaborate with business stakeholders to understand CRM requirements and translate them into actionable project plans.Facilitate communication between business teams, developers, and leadership.CRM ImplementationCoordinate CRM system implementation, configuration, and enhancements.Ensure smooth integration with other enterprise systems such as core banking platforms and customer service tools.Process ImprovementIdentify opportunities to improve CRM processes and workflows.Support the adoption of CRM best practices across teams.Monitoring & ReportingTrack project progress and provide regular updates to leadership.Identify and mitigate project risks and issues.Required QualificationsExperienceMinimum 5+ years of experience in project managementProven experience managing CRM-related projectsProject Management SkillsStrong experience managing cross-functional technical projectsExperience working with Agile, Scrum, or hybrid methodologiesTechnical UnderstandingUnderstanding of CRM systems such as **Microsoft Dynamics 365 or similar platformsExperience coordinating technical teams and system integrationsProfessional SkillsStrong stakeholder management skillsExcellent communication and leadership abilitiesStrong analytical and problem-solving skillsPreferred QualificationsExperience working in digital banking, fintech, or financial servicesExperience managing CRM implementations or digital transformation projectsCertifications such as PMP, PRINCE2, or Agile certificationsFamiliarity with CRM integrations and customer lifecycle management