CRM Project Manager

CRM Consulting & Client Engagement

• Conduct discovery sessions to understand client business requirements, workflows, and objectives.
• Analyze business processes and recommend CRM solutions that align with client goals.
• Deliver CRM solution demonstrations and presentations across platforms such as Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, and Pipedrive.
• Serve as a trusted advisor on CRM strategy, process optimization, automation, and digital transformation initiatives.
• Assist with project scoping, solution recommendations, proposals, and Statements of Work (SOWs).
• Build and maintain strong client relationships through proactive communication and strategic consulting.
• Collaborate with leadership and internal teams to support business growth and client success.

Project Management & Implementation

• Manage end-to-end CRM implementation, migration, customization, and optimization projects.
• Create and maintain project plans, schedules, milestones, and deliverables.
• Coordinate with consultants, developers, stakeholders, and clients to ensure successful project execution.
• Facilitate project kickoffs, status meetings, and stakeholder reviews.
• Identify project risks, dependencies, and scope changes while implementing mitigation strategies.
• Ensure projects are delivered on time, within scope, and aligned with client expectations.
• Support user adoption through training, documentation, and change management activities.
• Oversee post-implementation reviews and continuous improvement initiatives.

CRM Operations & Process Improvement

• Monitor CRM performance and identify opportunities for optimization.
• Develop and manage reports, dashboards, and performance metrics.
• Support CRM governance, data integrity, and system administration activities.
• Track project KPIs, client satisfaction, and implementation outcomes.
• Recommend automation and process improvements to drive operational efficiency.

The ideal candidate will have a strong background in CRM platforms, project management, and client-facing consulting, with the ability to manage multiple projects from discovery through implementation and optimization., * Bachelor’s degree in Business, Information Technology, Computer Science, or a related field.

• 2-3 years of experience managing CRM implementation, SaaS, or technology projects.
• Hands-on experience with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, or similar systems.
• Proven ability to manage multiple projects and stakeholders simultaneously.
• Strong client-facing consulting and relationship management skills.
• Excellent verbal and written communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• Ability to work independently in a fully remote environment., * PMP, Scrum Master, Agile, or related project management certification.
• Experience with CRM integrations, workflow automation, and reporting tools.
• Background in business process improvement and digital transformation projects.
• Familiarity with SaaS implementation methodologies and best practices.
• Experience working directly with US-based clients., * Client-focused and consultative in approach.
• Strong project leadership and stakeholder management capabilities.
• Highly organized and detail-oriented.
• Comfortable managing multiple priorities in a fast-paced environment.
• Proactive, solutions-oriented, and results-driven.
• Skilled at balancing strategic thinking with hands-on project execution.