CRM Project Manager Job Description

CRM Project Manager Job Description

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CRM project manager provides expertise in traditional project management processes as well as Agile methodology Provides guidance on best project methodology approach and execution requirements.

CRM Project Manager Duties & Responsibilities

To write an effective CRM project manager job description, begin by listing detailed duties, responsibilities and expectations. We have included CRM project manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Serve as Project Manager, responsible for overall project definition, management and tracking, covering the entire lifecycle, from project definition and business requirements gathering, through implementation, including integration, training, data migration, go-live, support and closeout, including standard functionalities and custom developments
Salesforce/Sales CRM subject matter & solutions expert
Ensure projects are delivered on time & budget
Develop business value assessments and process blueprints showing as-is and the improved to-be end state
Manage external consulting partners
Define and execute project governance & communication
Prepare and present BIS passport documents
Track actual activities & resource spend
Communication project issues and resolution
CAPM, PMP or other project management certification

CRM Project Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for CRM Project Manager

List any licenses or certifications required by the position: PMP, SEO, PMI, PRINCE, PM, II, CRM, CSM, PMO, CAPM

Education for CRM Project Manager

Typically a job would require a certain level of education.

Employers hiring for the CRM project manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Computer Science, Education, Project Management, Business/Administration, Technical, Information Technology, Engineering, Marketing, Management

Skills for CRM Project Manager

Desired skills for CRM project manager include:

Microsoft Office products
Agile Project Management Methodology
At least one software development methodology
Contract terms
Data migration
Desktop operating systems and capabilities and troubleshooting techniques
Direct marketing industry trends and changes
Flow charts
Graphs
Importing data for use in report software

Desired experience for CRM project manager includes:

Comfortable with CRM technology solutions that utilize Websphere, SQL , Java and Unix
Must be PMP designated
Ability to manage multiple projects application maintenance
PMP and/or ScrumMaster Certification preferred
Experience with systems and/or business analysis strongly preferred
Bachelor’s degree or relevant experience in Information Systems, Computer Science or related concentration

CRM Project Manager Examples

1

CRM Project Manager Job Description

Job Description Example
Our growing company is hiring for a CRM project manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM project manager
  • Knowledge of French will be a plus
  • For assigned projects, determine the resources required and ensure means for their participation
  • Establishes work plans in conjunction with Business and IT Delivery leadership, and establishes resource plans for each phase of a project
  • Prepares and reviews project proposals, Statements of Work and/or requests for proposal with potential vendors for goods and services within the scope of the project activities
  • Work with a multitude of vendors to ensure project delivery, customer satisfaction negotiate vendor SOW’s, timelines, resource allocation, capital budgeting, project lifecycle management
  • Develops integrated baseline project plans (initiation to closure) adapting estimating models as required, documents estimating assumptions, refines plans and manages performance against them
  • Provides schedule and costs forecasts including risk based provisions and identifies resources and skills required
  • Sets direction and vision for the team and manages performance, reward and recognition
  • Holds Project Managers/Team Leaders accountable for managerial work
  • Manage all phases of the testing cycle (unit, integration, UAT, performance)
Qualifications for CRM project manager
  • Demonstrated experience in establishing and delivering complex projects through disciplined project management processes and close collaboration with colleagues throughout the organization
  • Proactively track and monitor key performance indicators to ensure project objectives are met throughout the project
  • Provide clear and consistent communication of project status within IT and with business partners
  • Deep knowledge of retail systems is required, along with familiarity/experience with omni-channel environments (integrated marketing, cross-channel selling and order fulfillment)
  • 5+ years of project management and/or delivery experience
  • Proven success driving business integration with IT projects, including successful leadership of requirements gathering, testing, and other key business activities within systems projects
2

CRM Project Manager Job Description

Job Description Example
Our innovative and growing company is looking for a CRM project manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM project manager
  • Work with business and technology stakeholders, service providers and agencies to gather functional and technical requirements and optimize day-to-day operations
  • Work with CRM Angels and Key Users in the Field to qualify improvement requests and group them by similarity whenever applicable
  • Separate “Run” change requests from “Project” change requests based on their complexity, with the help of IT Delivery Team
  • Document all requirements
  • Maintain log of business change requests and prioritize items based on defined criteria
  • Work with IT Delivery team to split the delivery in consistent packages via the monthly release cycle
  • Ensure change requests are addressed timely and delivered with high quality
  • Implement and support the loyalty program
  • Drive the Omni-channel interactions (e-commerce / retail / customer service)
  • Conceive the technical / functional specification by managing the implementation schedules of development teams, including attending users in test, production and delivery phases
Qualifications for CRM project manager
  • Ability to identify issues and recommend solutions across multiple projects on which the CRM and Loyalty implementations may depend
  • Ability to collaborate with individuals across from multiple countries, cultures, and languages
  • Familiar with web development technologies or Microsoft web based web development technologies, web services, database development concepts
  • Availability for occasional travel abroad
  • Ability to manage multiple projects large SDLC projects within a large multinational
  • Experience implementing Billing and or CRM systems
3

CRM Project Manager Job Description

Job Description Example
Our company is looking for a CRM project manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM project manager
  • Ensure the implementation of maintenance and post go-live support solutions
  • Ensure the writing of technical, functional, general and detailed specifications
  • Listen and assist the different brands (Quiksilver, Roxy, DC Shoes) in the analysis, expression and / or collecting their needs to find and offer the most appropriate application solution
  • Develops a deep understanding of projects within the program portfolio, manages assigned projects with a clear understanding of business and technology context, develops an understanding of cross-program portfolio dependencies
  • Define specific CRM/Sales tools project objectives, document requirements and oversee the execution of that plan
  • Gather feedback from User Group(s) and incorporate into documented requirements
  • Effectively collaborate with CB Technology to build new capabilities, including best-in-class analytics
  • Participate in all Agile development scrums to ensure quality delivery of requirements/stories
  • Build training program and materials to support rollout
  • Identify and implement continuous improvement initiatives and tools
Qualifications for CRM project manager
  • Minimum 7-8 years Business Analyst / Project Management experiences in banking sector, preferably with private banking experiences, and knowledge of Sales Management processes and CRM tools
  • Experience in consulting with Public Sector (Federal, Provincial, or Municipal) or Financial Services Sector (Banking, Insurance, or Financial Markets, ) clients
  • Excellent understanding of the software development process
  • Proven experience in working global IT projects – demonstrate past project experience in working with onshore and offshore resources, software vendors, and global deployment locations
  • Organize, lead, and manage business application projects including planning, budget and resource management, requirements gathering, process design, solution design, development, security and infrastructure management and implementation
  • Work closely with IT technical leadership to develop system solutions to meet business integration and scalability requirements
4

CRM Project Manager Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of CRM project manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CRM project manager
  • Utilisation of previous hands-on experience of delivering end to end CRM projects facilitating workshops to challenge current business thinking
  • Determine project needs and business resources required to execute the CRM project successfully
  • Assignment and management of business resources, managing the development of both human and system capabilities
  • Budget, supplier and stakeholder management
  • Creation and coordination of project documentation and processes, developing and track project action items and issues
  • Further the business goals of MFS through the execution of best-in-class projects /solutions
  • Build strong relationships with business divisions and departments across MFS globally
  • Plan, implement and manage project work
  • Manage and monitor all project deliverables to successful completion, leverage project management best practices and complete project artifacts as appropriate
  • Monitor project budget and resources working project team members, escalate issues as appropriate
Qualifications for CRM project manager
  • Develop communication plan for project timelines and change management activities related to Waterline projects
  • Work closely with infrastructure and security vendors to drive cross-company deliverables are coordinated and executed to plan
  • MS Dynamics CRM application knowledge is helpful
  • Review demand and capacity and be able to work out conflicts or reprioritize as needed
  • Actively communicate with project team members, sponsors, and stakeholders
  • Demonstrated ability to work independently on a wide array of projects
5

CRM Project Manager Job Description

Job Description Example
Our growing company is looking to fill the role of CRM project manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CRM project manager
  • Demonstrate the ability to influence and foster collaborative relationships
  • Responsible for daily and weekly communication
  • Schedule meetings with business stakeholders as needed throughout the project lifecycle for all purposes (design, testing)
  • Manages the Request for Proposal (RFP) process for consulting services to gather requirements from interested departments throughout the University for a new CRM tool, managing the RFP process for a CRM solution, the RFP process for an implementation partner
  • Work closely with Program Director to help structure the program and help run the CRM program across multiple locations
  • Help structure the program JIRA to give the right view and ability to track progress across projects, top priority initiatives and common features/solutions being developed across the program
  • Keep the backlog updated and be able to say ‘No’
  • Be accountable for the Total cost of Ownership – including both the change (CTB) and ops (RTB) costs for the products and strive to optimise the same without compromising on value delivery
  • Be aware of contemporary industry & competitive practices, products and strategies in the asset management & Investment management domains and use this knowledge to evolve the products
  • Deploy Agile delivery methods, eXtreme programming, elastic infra/Cloud preference, micro-services enabled APIs and 12-factor app principles, working in a largely DevOps culture, to deliver great solutions
Qualifications for CRM project manager
  • Extensive experience in project life cycle management, feasibility analysis and conceptual design through development, implementation, training and roll out
  • Able to synthesize complex topics into meaningful information and prepare materials appropriate for senior level communications
  • Previous experience in delivery of projects within the CRM function, preferably utilising Salesforce.com
  • 3+ years CRM or MIS experience - salesforce.com desirable
  • Relevant licenses and certification (PRINCE 2, PMP, PMI, Six Sigma, ) is an advantage
  • Familiarity with creative process and an understanding of marketing

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