Published: September 20, 2024 - The Customer Relationship Management Project Manager leads functional requirements, orchestrates design, and guides the development team through implementation. Develops comprehensive project proposals, interacts with user management for approval, and fosters client relationships for potential up-sell and cross-sell opportunities. Manages day-to-day project execution, including meeting facilitation, presentation delivery, system specification, and data migration, while supporting governance structures to ensure effective decision-making.
Tips for Customer Relationship Management Project Manager Skills and Responsibilities on a Resume
1. Lead CRM Project Manager, Titan Solutions, Miami, FL
Job Summary:
- Engage with CRM Stakeholders and functional teams to collect and document requirements (business specifications, priorities, business logic, ...)
- Communicates tactical process decisions and plans, project status, roadmap update and issues and workarounds, in order to secure alignment with relevant areas of CRM functional lead and stakeholders across all regions.
- Work closely with the B2C Data Foundation and Digital Platform teams to help with the design, development and operations of CRM data architecture,
- Collaborates with operational teams and business stakeholders to gather business requirements supporting the design of new or improved processes and understand business/customer impact.
- Utilizes and assists others in utilizing standard project management and quality improvement methodologies in process improvement approaches.
- Establishes processes which are consistent with overall organization objectives and maintains process documentation.
- Assist in driving Governance of Data foundation and platform services in support of the implementation of customer views, data models and data transformation services across systems/platform and the development of extensive customer data repository covering Digital Direct and general HP services.
- Assist in the design and implementation of integrations between CRM Assets (Microsoft Dynamics, SFMC, consent management system based on CRM & Call Center business requirements).
- Help ensure end to end Cybersecurity and Privacy compliance
Skills on Resume:
- Requirements Documentation (Hard Skills)
- Stakeholder Communication (Soft Skills)
- CRM Data Architecture (Hard Skills)
- Business Requirements Gathering (Hard Skills)
- Project Management (Hard Skills)
- Process Documentation (Hard Skills)
- Data Governance (Hard Skills)
- Integration Design (Hard Skills)
2. CRM Project Manager, River Tech, Austin, TX
Job Summary:
- Accompany store teams in the implementation through the development of training packages and other needed tools
- Build a close partnership with the stores, relentlessly investing time in the field, supporting teams with tools & methods, accompanying and enabling change of mindsets
- Drive usage by engaging Store Managers and Sales Advisors on key priorities of the App
- Develop customer base and particularly prioritize customer segments (e.g new, locals,...)
- Propose local initiatives through use of relevant CRM data
- Create new reporting when applicable to track results and support teams
- Perform monthly client performance review on the App with retail managers to report to client manager
- Assist in the definition of project scope and objectives, involving Regional Business, delivery & client stakeholders and ensuring technical feasibility
- Develop comprehensive project plans to be shared with internal and external clients, the same should allow for monitor and track progress
- Perform risk management to minimize project risks
- Manage changes to the project scope, project schedule and project costs following IQVIA
Skills on Resume:
- Training Development (Hard Skills)
- Field Partnership Building (Soft Skills)
- Engagement Strategy (Soft Skills)
- Customer Segmentation (Hard Skills)
- CRM Data Analysis (Hard Skills)
- Performance Reporting (Hard Skills)
- Project Scope Definition (Hard Skills)
- Risk Management (Hard Skills)
3. CRM Project Manager, Quantum Consulting, Atlanta, GA
Job Summary:
- Help conduct email marketing campaigns for CRM initiatives
- Partner with cross-functional teams including Marketing, Sales, and Operations to set deliverable timelines and department goals
- Determine project schedules, organize files, monitor progress, set regular status meetings and adhere to project budget
- Oversee end-to-end workflow and ensure quality output of teams
- Coordinate and communicate available resources to complete pending CRM tasks and projects
- Work to establish and maintain project efficiency and optimization
- Manage a book of business, including ad-hoc activities and full lifecycle projects.
- Manage resources for the resource manager including forecasting and planned vs actual look-backs.
- Help all of the technical teams align to what are going to do and when are going to get it done.
- Work with one or more IT Resource Managers as primary conduit between the team and the projects work on.
Skills on Resume:
- Email Campaign Management (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Project Scheduling (Hard Skills)
- Quality Assurance (Hard Skills)
- Resource Coordination (Hard Skills)
- Project Optimization (Hard Skills)
- Business Management (Hard Skills)
- Team Alignment Facilitation (Soft Skills)
4. CRM Project Manager, Dynamic Insights, Charlotte, NC
Job Summary:
- Define and implement communication strategies and tactics focused on engagement, retention, and customer growth
- Plan, optimize and execute retention and engagement initiatives across email, push notification and in-app messaging through automation and custom audiences
- Create briefs and partner with the Creative Service team to ensure the output is aligned with the business objectives
- Develop new use cases and design automated and dynamic campaigns supported and inspired by data to maximize customer lifetime value
- Define a test-and-learn strategy to optimize communications effectiveness across channels and campaigns
- Measure performance and develop reports for CRM campaigns
- Work closely with data and analytics teams to track and optimize customer retention, engagement, and stream time
- Collaborate with other Growth Marketing areas to support and develop cross-channel initiatives
- Collaborate with Product to enhance customer experience and engagement throughout end-to-end journey on the platform
- Conducts project meetings and prepares regular reports to communicate the status of the project within and beyond the project team.
- Works with outside contractors to ensure are integrated into the project and that the organization receives satisfactory standards of service.
Skills on Resume:
- Communication Strategy Implementation (Hard Skills)
- Campaign Automation (Hard Skills)
- Creative Collaboration (Soft Skills)
- Data-Driven Campaign Design (Hard Skills)
- Performance Measurement (Hard Skills)
- Data Analysis (Hard Skills)
- Cross-Channel Marketing (Soft Skills)
- Contractor Management (Soft Skills)
5. CRM Project Manager, Apex Strategies, Denver, CO
Job Summary:
- Set up and animate Client related competitive review
- Create benchmark on best practices for emails, data capture, drive-to-store mechanism, etc..
- Initiate new ways of working to scale CRM projects across while integrating local specificities.
- Enhance transversal partnerships amongst departments to simplify delivery of action plans & communication
- Manage the projects associated with delivering the single CRM Digital Platform
- Setting up and managing the governance structure for the project
- Development of project plans (initiation to closure) and project reporting at regular intervals - managing costs, risks, issues and performance
- managing and developing a communication plan with all stakeholders
- Develop trusting and collaborative relationships across the Council including with senior leaders and members
- Manage relationships with delivery partners/providers/suppliers to deliver activity within the area of responsibility.
Skills on Resume:
- Competitive Analysis (Hard Skills)
- Best Practices Benchmarking (Hard Skills)
- Process Innovation (Soft Skills)
- Cross-Departmental Collaboration (Soft Skills)
- CRM Platform Management (Hard Skills)
- Governance Structure Setup (Hard Skills)
- Project Reporting (Hard Skills)
- Stakeholder Relationship Management (Soft Skills)
6. CRM Project Manager, Summit Services, Phoenix, AZ
Job Summary:
- Partner with client Commercial Sales and Marketing, Market Access, Commercial Operations, and other stakeholders to evaluate, recommend, and deliver CRM and related technology solutions in alignment with key business priorities
- Develop and maintain project plans, budgets, and issues lists for Veeva CRM implementation projects
- Manage implementation team resources including Developers, Analysts, BAs and QA/Testing resources
- Perform hands on analysis and troubleshooting of system issues
- Develop and maintain project metrics and prepare status reports and for Client leadership
- Organizes project teams by assigning individual responsibilities, developing project schedules, and determining resource requirements necessary to ensure project is successful.
- Drafts the estimates of costs, resources, and time required to complete each phase of a project and allocates resources and tasks to ensure these targets are met.
- Implements an established project plan and monitors progress and performance against this plan.
- Provides updates to management regarding the status of projects including cost, timing, and staffing.
- Resolves obstacles to completing project on time and to budget.
Skills on Resume:
- CRM Solution Delivery (Hard Skills)
- Project Planning (Hard Skills)
- Resource Management (Hard Skills)
- System Troubleshooting (Hard Skills)
- Performance Reporting (Hard Skills)
- Team Coordination (Soft Skills)
- Cost Estimation (Hard Skills)
- Stakeholder Communication (Soft Skills)
7. CRM Project Manager, Vista Development, Las Vegas, NV
Job Summary:
- Provide project management and leadership for the team, providing up to date subject matter expertise in deploying, supporting, and maintaining information technology infrastructure and enterprise software applications of the Company and Company customers
- Passionate about customer care, strong listening skills, stable/secure/compliant systems, high availability infrastructure, good organizational communication, robust solution design, solid system architecture, and consistently high user satisfaction with all supported systems, applications, and projects.
- Receive, complete, and document business requirements, user stories, solution design, progress reports, and project plans.
- Design, develop, define, and own the technical architecture and delivery of every project, solution, application, and platform we build for clients.
- Manage implementation, support, and development projects for timely and effective delivery that meets and exceeds customer/stakeholder expectations
- Manage and deliver the software development, system administration, security, stability, scalability, sustainability, and technical alignment of each project and customer relationship, being responsible for ensuring the deliverables meet the performance, security, business requirements, and user experience goals
- Perform Quality Assurance Testing and System Administration as needed to facilitate high quality delivery and high customer satisfaction with every project deliverable.
- Troubleshoot, analyze, and diagnose technical issues and deliver timely, accurate, and complete solutions when issues arise.
- Provide system administration, configuration, and implementation services for Salesforce.com, Odoo, and other platforms as needed in the delivery of projects
- Lead others with constantly evolving subject matter expertise and knowledge of best practices, emerging technologies, security, system architecture, software development, quality assurance, and customer service.
- Escalate incidents to vendors or other IT support staff as necessary and manage end user communication throughout the project lifecycle
Skills on Resume:
- Project Management (Hard Skills)
- Customer Care (Soft Skills)
- Technical Architecture Design (Hard Skills)
- Stakeholder Management (Soft Skills)
- Quality Assurance Testing (Hard Skills)
- Problem Solving (Soft Skills)
- System Administration (Hard Skills)
- Knowledge Sharing (Soft Skills)
8. Global CRM Project Manager, Pinnacle Operations, Seattle, WA
Job Summary:
- Partner with corporate Communications team to build the global CRM calendar and ensure its effectiveness in supporting the key objectives of elevating the brand image and developing the business
- Partner with local CRM teams in identifying relevant local needs and business opportunities and implementing them
- Daily support of Zones’ campaign deployment (emails, App push notifications, Social CRM messages)
- Preparation & coordination of all the operations needed to broadcast emails on Salesforce Marketing Cloud - 50% of the time
- Ensure the transfer of competences between corporate team and local teams in the day-to-day management of the CRM operations
- Define/implement new programs to fit with omnichannel strategy (integration with e-commerce, client services, after sales, etc.)
- Propose innovative ideas to improve the company CRM processes and tools and follow the implementation, in cooperation with the corporate IS&T team and the Product Owner of the CRM Squad
Skills on Resume:
- CRM Calendar Management (Hard Skills)
- Local Market Adaptation (Soft Skills)
- Campaign Deployment (Hard Skills)
- Salesforce Marketing Cloud Proficiency (Hard Skills)
- Knowledge Transfer (Soft Skills)
- Omnichannel Strategy Development (Hard Skills)
- Process Innovation (Soft Skills)
- Cross-Departmental Collaboration (Soft Skills)
9. CRM Project Manager, Bridgepoint Solutions, Portland, OR
Job Summary:
- Define and implement end-to-end lifecycle strategies and tactics focused on retention and customer growth
- Develop new use cases and design automated programs supported and inspired by data to maximize customer lifetime value
- Plan and execute retention initiatives across email, push and in-app notifications through automation, custom audiences, journeys, and customer lifecycle stages
- Create briefs and partner with the creative services team to ensure the output is aligned with the business objectives
- Define a test and learn strategy to optimize communications effectiveness across channels and programs
- Measure performance and develop reports for CRM programs
- Work closely with data and analytics teams to track and optimize customer retention, loyalty, and reactivation
- Collaborate with other growth marketing areas to support and develop cross-channel initiatives
- Collaborate with product to enhance customer experience and engagement throughout end-to-end journey on the platform
- Communicate with the appropriate parties to establish project plans, strategies, solutions, and implementation plans and to determine root cause of any issues that arise
- Communicate appropriately to internal and external customers in a timely and professional fashion
Skills on Resume:
- Lifecycle Strategy Development (Hard Skills)
- Program Automation (Hard Skills)
- Multi-channel Marketing (Hard Skills)
- Creative Collaboration (Soft Skills)
- Performance Measurement (Hard Skills)
- Data Analysis (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
- Strategic Communication (Soft Skills)
10. CRM Project Manager, Crestview Analytics, Columbus, OH
Job Summary:
- Manages the CRM initiative, a multi-year multi-phased program, and work closely with the PMO, Enterprise Application Services, the implementation partner(s), multiple third party vendors and constituents from across the entire University toward the successful phased implementation of an enterprise wide SalesForce based CRM platform.
- Leads project team and is responsible for all planning and coordination efforts
- Gathers and understands requirements, including business process reviews, and develops and manages comprehensive project plans for achieving successful outcome of the project.
- Establishes and maintains extensive network of working relationships across all campuses and business units.
- Follows, supports and promotes PMO Governance model and engagement practices.
- Partners with offices of Communications, Change Management and Training to develop program specific strategy to collaborate with departments to ensure success.
- Leads efforts to engage and educate units regarding opportunities within the CRM environment.
- Works with technology teams to understand, integrate and incorporate elements of the CRM platform as necessary, including multiple managed and third party packages, based on requirements.
- Communicate with managed service providers, vendors, system administrators, developers, stakeholders, business users, and team members
- Ensure the operations, security, access controls, stability, and availability of the IT infrastructure, platforms, and systems
Skills on Resume:
- CRM Platform Management (Hard Skills)
- Project Coordination (Soft Skills)
- Requirements Gathering (Hard Skills)
- Relationship Building (Soft Skills)
- PMO Governance Compliance (Hard Skills)
- Strategic Planning (Soft Skills)
- Technology Integration (Hard Skills)
- Communication Management (Soft Skills)
11. CRM Project Manager, Beacon Management, Richmond, VA
Job Summary:
- Responsibility for developing client relationships obtain inputs from the client and communicate with the team
- Analyse client requirements and business needs or objectives to determine how solutions can best meet client’s requirements and objectives.
- Monitor and manage budgets, and calculate and deploy the appropriate resources
- End to End management and co-ordination of projects and responsible for the successful completion of projects within budget
- Attend or conduct Project Steering committee, and conduct project status meetings
- Ensure that the technical aspects of projects meet required standards
- Managing and leading waterfall and agile CRM projects across all the project phases.
- Facilitates and drives the delivery of required project quality within agreed scope, time and budget.
- Prepares and facilitates workshops and governance meetings (e.g. Steering committee meetings).
- Conducting risk management and acting on these.
- Define and maintain the project plan and get the right resources assigned to the project across all needed functions.
- Builds and maintains strong relationships with project teams, sponsors and delivery functions.
Skills on Resume:
- Client Relationship Development (Soft Skills)
- Requirements Analysis (Hard Skills)
- Budget Management (Hard Skills)
- Project Coordination (Soft Skills)
- Technical Standards Compliance (Hard Skills)
- Agile and Waterfall Management (Hard Skills)
- Risk Management (Hard Skills)
- Workshop Facilitation (Soft Skills)
12. CRM Project Manager, Horizon Enterprises, Salt Lake City, UT
Job Summary:
- Responsible for the overall project management and delivery of client work for the projects under Microsoft Practice
- Lead functional requirements, leading design, and guide development team during implementation and development phase
- Develops project proposals based on cost/benefit justification and interacts with user management to obtain approval
- Develop and maintain client relationships to identify up-selling and cross-selling
- Facilitate meetings, including agenda and minute preparation
- Delivers presentations at meetings and other functions
- Manages day-to-day execution of project implementations, planning, tracking, documentation and status updates for the project
- Lead and manage all aspects of the specification, configuration, testing and implementation of the system
- Manage data migration, including preparing data for migration
- Support the Steering Group in achieving project’s aims and anticipated benefits, managing the governance structures and ensuring effective decision making and appropriate sign-off at all relevant stages
- Continuously monitor and report to Steering Group and Project Team on the project budget, risks, and issues, identifying deviations and impact
Skills on Resume:
- Project Management (Hard Skills)
- Client Relationship Management (Soft Skills)
- System Configuration (Hard Skills)
- Presentation Delivery (Soft Skills)
- Data Migration Management (Hard Skills)
- Meeting Facilitation (Soft Skills)
- Risk Assessment (Hard Skills)
- Decision Making (Soft Skills)