The Senior CRM PM Consultant will act as the senior liaison between customer and internal teams on Microsoft Dynamics CRM projects (implementations, customizations, migrations, and more). The individual may be responsible for one or more aspects of the project including project management, business analysis, configuration, data, training and support. The candidate must be extremely detail-oriented, have the ability to multitask, be meticulously organized, and be able to prioritize multiple demands in a fast-paced environment. The CRM Consultant carries the ultimate responsibility for meeting the customer requirements and completing the project.


Essential Functions

  • Lead and manage mid-sized to enterprise projects independently
  • Participate in design and architecture sessions with clients
  • Gather and documents business processes (some current state, mostly future state)
  • Advise customers on best practices for CRM processes, user interface, and architecture
  • Assist technical consultants with architecting CRM or xRM system, related customizations, and report to model the client’s organizational processes
  • Create Functional and Technical Specifications documentation for the project
  • Create 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
  • Write specifications for customizations, data migration, and system integrations
  • Facilitate team resources in the implementation of data migration and translation, data integration, training and custom development, and reports
  • Configure and customize the CRM system based on design specifications
  • Coordinate with overseas team on custom development, complex customizations and portals
  • Develop test plans and scripts
  • Conduct system and end-to-end testing of the application
  • Training super users
  • Schedule work to be done and follows up to ensure completion within the project schedule
  • Guide the project along through daily communications with the customer
  • Conduct at least a weekly status meetings (may be more) and sends weekly status updates
  • Conduct design review sessions with the customer to demonstrate completed work and gather adjustments and changes

Required Skills and Experience

  • Master’s Degree in History, Science, Cultural Studies, or closely related field OR Bachelor’s Degree in History, Science, Cultural Studies, or closely related field AND 5 years minimum experience
  • Advanced use of Microsoft Project, Excel, Word, and Visio

Desired Skills

  • Exhibit PowerObjects’ Guiding Principles (Always add value, think team, love what you do, live the technology, do the right thing)
  • 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.