CRM Consultant PM BA

The Project Manager carries the ultimate responsibility for meeting the customer requirements and completing the project.

Main Job Tasks and Responsibilities

  • Leads and facilitates the design and architecture sessions with clients
  • Gathers and documents business processes (some current state, mostly future state)
  • Helps customers define processes when there are no processes in place
  • Advises customers on best practices for CRM processes, user interface, and architecture
  • Assists technical consultants with architecting CRM or xRM system, related customizations, and reports to model the client's organizational processes
  • Creates Functional and Technical Specifications documentation for the project
  • Creates a detailed project plan (Statement of Work) for the customer, which includes both estimates for the tasks that will be completed and the project schedule in Microsoft Project
  • Writes specifications for customizations, data migration, and system integrations
  • Facilitates team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
  • Schedules work to be done and follows up to ensure completion within the project schedule
  • Maintains risks and issues lists (usually in SharePoint)
  • Conducts risk mitigation with client project team
  • Guides the project along through daily communications with the customer
  • Conducts at least a weekly status meetings (may be more) and sends weekly status updates
  • Conducts design review sessions with the customer to demonstrate completed work and gather adjustments and changes

Qualifications and Skillsets

  • Up-to-date understanding of business processes, issues, and technology especially related to the operation of a sales, marketing, and customer service departments within an organization
  • Excellent verbal and written communication,
  • Professional demeanor
  • Feels comfortable talking with clients at all levels of within an organization. 
  • Able to manage large projects (6-18 months) with advanced organizational skills
  • Ability to balance short-term demands while maintaining the long-term vision needed to guide a customer through the implementation process
  • Advanced use of Microsoft Project, Excel, Word, and Visio 
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