Crm Implementation Project Manager
Current- Manage and oversee many CRM data conversion projects for various clients from initial consultation to implementation.
- Work closely with clients to understand their needs, define project scope, gather requirements, map out a project plan, and maintain strong lines of communication.
- Responsible for maintaining project timeline SLA’s and identifying and mitigating any bottlenecks during the process.
- Regularly run and manage consultation meetings with clients, broker dealer relationship managers, internal data conversion team, and other project stakeholders
- Work closely with data engineers, clients, and client representatives to ensure clear communication amongst all parties.
- Main point of contact for CRM conversion projects, serves as liaison between all stakeholders.