CRM Project Manager

Everforth Apex
Austin, TX, United States
about 2 months ago

Role details

Contract type
Temporary to permanent
Employment type
Full-time (> 32 hours)
Experience level
Expert
Working hours
Regular working hours
Job source

Tech stack

Application Programming Interfaces (APIs) Agile Methodology Data Migration Microsoft Dynamics Scrum Methodology Sage Accounting Transaction Data Legacy Systems

Job description

We are seeking a CRM Project Manager to lead the delivery of a large-scale CRM implementation and migration to Microsoft Dynamics for a nonprofit client. This role will own the day-to-day execution, including planning, resourcing, and coordination across cross-functional teams. The individual will manage timelines and delivery while ensuring alignment between business and technical teams., * Own day-to-day project execution for the CRM implementation, from planning through go-live and stabilization.

  • Develop and maintain detailed project plans, schedules, milestones, dependencies, and resourcing plans.
  • Manage timelines, delivery, and execution for a complex CRM transformation for a nonprofit organization.
  • Coordinate delivery across offshore development teams and onshore Business Analysts, functional consultants, and technical leads.
  • Oversee legacy system migration from iMIS to Microsoft Dynamics 365.
  • Manage data migration and conversion activities, with a focus on financial data and member records.
  • Oversee integrations between Microsoft Dynamics and financial systems like Sage Intacct.
  • Manage complex nonprofit or membership-based business processes such as events, fundraising, and membership management.
  • Run regular delivery cadences including status meetings, sprint reviews, and delivery checkpoints.

Requirements

  • Proven experience leading CRM implementations, specifically migrating legacy systems into Microsoft Dynamics for nonprofits.
  • Hands-on experience with Microsoft Dynamics 365 (CRM/CE).
  • Strong experience in data migration and conversion, including financial and historical transaction data.
  • Experience working with membership-based or nonprofit organizations.
  • Experience managing offshore and onshore teams.
  • Demonstrated experience working with financial systems or accounting platforms, such as Sage Intacct.
  • Strong understanding of event management, membership, and fundraising workflows.
  • Experience managing integrations and APIs.
  • Solid background in core project management disciplines, including planning, scheduling, budget tracking, and risk management.

Preferred Qualifications

  • Familiarity with Association Management System (AMS) platforms and complex membership/finance data models.
  • Experience delivering projects using Agile or hybrid Agile/Waterfall methodologies.
  • PMP, Scrum Master, or a similar certification is preferred but not required.

About the company

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

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