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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Manager, CRM Project Manager - **Company:** BDO USA, LLP - **Location:** Houston, TX, United States - **Experience:** Expert - **Salary:** $135,000.0 - $165,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Application Programming Interfaces (APIs), Agile Methodology, JIRA, Microsoft Azure, Information Systems, Data Conversion, Extract Transform Load (ETL), Data Migration, Data Transformation Services, Distributed Systems, Microsoft Dynamics CRM, Microsoft Dynamics, Microsoft Project, Microsoft PowerPoint, Scrum Methodology, Sage Accounting, Microsoft SharePoint, Enterprise Software Applications, Office365, Integration Frameworks, Legacy Systems - **Published:** June 18, 2026 - **Apply:** https://ebqb.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/requisitions/preview/12678 ## About the Role * Bachelor's degree in Information Systems, Business Administration, or related field, required, * Seven (7) or more years of experience in project management for enterprise software implementations, required * Proven experience in CRM implementations, required * Experience migrating from legacy systems (preferably iMIS) to modern CRM platforms, required * Strong experience with Microsoft Dynamics 365 (CRM/CE), required * Experience with data migration and conversion, including financial data, required * Experience managing offshore and onshore delivery teams, required * Experience working with Sage Intacct or similar financial systems, preferred * Experience in nonprofit, association, or membership-based organizations, preferred * Experience working in Agile or hybrid delivery models, preferred Certifications: * PMP, Scrum Master, or equivalent certification, preferred, * Microsoft Dynamics 365 (CRM) * Project management tools (e.g., MS Project, Azure DevOps, Jira) * Data migration tools and ETL frameworks * Microsoft 365 suite (Excel, Teams, SharePoint, PowerPoint) * Experience with integration platforms and APIs preferred, * Strong understanding of CRM and AMS platforms, including membership and financial data models * Expertise in data migration, validation, and reconciliation processes * Strong project management skills including planning, budgeting, scheduling, and risk management * Ability to coordinate cross-functional teams across distributed environments (offshore/onshore) * Excellent communication skills with experience engaging executive stakeholders * Strong problem-solving and decision-making capabilities * Ability to manage multiple priorities and deadlines in a fast-paced environment * Strong attention to detail and governance discipline * Ability to operate independently while collaborating closely with leadership * Commitment to delivery excellence, quality, and client satisfaction Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. ## Description The Project Manager - CRM Implementation is responsible for leading the day-to-day execution of a large-scale CRM transformation program, including migration from legacy AMS platforms (iMIS) to Microsoft Dynamics 365. This role ensures effective planning, delivery coordination, and execution across offshore and onshore teams, while maintaining alignment with client objectives, timelines, and budgets. The incumbent will manage data migration, financial system integration (Sage Intacct), and cross-functional delivery activities while working closely with product leadership to enable strategic oversight and client relationship management. This role ensures delivery excellence, risk management, and governance across the full project lifecycle., * Leads end-to-end execution of CRM implementation projects, including planning, scheduling, execution, and stabilization * Develops and maintains detailed project plans including timelines, milestones, dependencies, and resource allocations * Coordinates delivery across offshore development teams, onshore Business Analysts, and functional/technical consultants * Manages risks, issues, dependencies, and mitigation strategies; escalates proactively as required * Oversees migration from legacy systems (preferably iMIS) to Microsoft Dynamics 365 * Drives data conversion and migration efforts, including validation and reconciliation of: + Customer/member data + Financial data and transactions + Historical system records * Coordinates integration between Microsoft Dynamics and Sage Intacct, including financial data mapping and reconciliation * Ensures alignment between business requirements and technical delivery across Dynamics 365 CRM implementation * Leads delivery governance processes including status tracking, reporting, documentation, and change management * Runs regular project cadences including sprint reviews, status meetings, and stakeholder updates * Prepares executive-level reporting on project health, budget, schedule, and risks * Manages project budgets, forecasts, burn rates, and resource utilization * Ensures adherence to delivery standards, documentation requirements, and quality controls * Works closely with product leadership to separate strategic oversight from execution responsibilities * Supports UAT coordination, go-live planning, and post-implementation stabilization * Performs other duties as required ## Related Videos - [Recruitment Reinvented: Bold strategies and the $10K signing incentive](https://www.wearedevelopers.com/videos/1068-recruitment-reinvented-bold-strategies-and-the-10k-signing-incentive) - [How to TDD in legacy code](https://www.wearedevelopers.com/videos/309-how-to-tdd-in-legacy-code) - [Improving quality with Agentic AI with Rovo Dev and Xray](https://www.wearedevelopers.com/videos/2005-improving-quality-with-agentic-ai-with-rovo-dev-and-xray) - [What if your HR software adapted to you, not the other way around?](https://www.wearedevelopers.com/videos/100259-what-if-your-hr-software-adapted-to-you-not-the-other-way-around) - [Getting to Know Your Legacy (System) with AI-Driven Software Archeology](https://www.wearedevelopers.com/videos/1437-getting-to-know-your-legacy-system-with-ai-driven-software-archeology) - [Collaboration Quantified: Lessons from Open Source Developer Networks](https://www.wearedevelopers.com/videos/1422-collaboration-quantified-lessons-from-open-source-developer-networks) ## Related Articles - [From developer to manager – what does it take to become an engineering manager?](https://www.wearedevelopers.com/magazine/42-from-developer-to-manager-what-does-it-take-to-become-an-engineering-manager) - [What Are The Top Skills Required For Azure Developers?](https://www.wearedevelopers.com/magazine/77-what-are-the-top-skills-required-for-azure-developers) - [Top-Paying Tech Jobs (with Salaries)](https://www.wearedevelopers.com/magazine/372-top-paying-tech-jobs-with-salaries) - [Should Tech Managers Be Developers First? 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