CRM Implementation Manager
Insight Global
Job Description
Manages all aspects of CRM implementation program delivery including resource assignment and planning, scope, timeline, and budget.
Develops and maintains positive and professional relationship with all project stakeholders and senior leadership.
Collaborates with internal stakeholders and vendors to ensure alignment of scope and expectations.
Point of contact for questions about the CRM implementation and is responsible for internal communication with users and stakeholders.
Ensures program adherence to scope, timeline, and budget, and proactively acts on any anticipated changes, issues, risks, or delays.
Liaison with upper management to communicate timelines and scope of ongoing and future implementations and modifications.
Collaborates with corporate and regional departments, legacy applications, vendors and project team to ensure workflow is uninterrupted and as efficient as possible.
Ensures best practices are developed and subject matter expertise is maintained on CRM functionality focusing on standardization across the enterprise.
Plans, executes, & manages internal CRM training with new and existing employees about the proper use of the CRM Application.
Oversees and manages the documentation of business requirements, functional requirements/specifications, interface requirements, data conversion requirements, implementation requirements, use cases, scope changes, and design documentation.
Facilitates project meetings and provide timely status updates to management and relevant stakeholders on the project status, including a budget, task completion, timeline, potential risks, and scope.
Participates in the development and continual improvement of organizational standards, methodologies, procedures, and tools.
Delivers solution-based recommendations when issues arise to keep the program on track.
Manages project budget inclusive of outlining recommended resource allocation by quarter, helping drive the budget approval process, processing invoices, onboarding new vendors as needed, etc.
Drives on-going alignment on project plans, priorities and deliverables among the business team, technology and other key stakeholders.
Manages multiple project timelines in parallel, keeping owners accountable for deliverables and deadlines and escalating any risks or dependencies.
Completes project status reporting on a timely and regular basis Maintain Project Document Repository (e.g. SharePoint, MS Teams) to house the key documents.
Manages vendors inclusive of onboarding, legal and finance requirements (SOWs, Budgets), coordinated project plans, and communications.
Other duties as assigned.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .
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Skills and Requirements
6+ years PM experience
5+ years of CRM/ERP implementation experience, including proven success in leading CRM/ERP strategy and program implementation.
Experience with PMP and agile project management
Proven success proactively managing risks, financials, decisions, opportunities throughout a program lifecycle.
Experience with MS Office tools. Nice to Have:
- PMP, PMI, CSM certifications
- Change Management experience
- Accounting and Operations Knowledge and experience a plus. null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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