CRM/Workflow Project Manager

The CRM/Workflow Project Manager (“Project Manager”) will be responsible for guiding the day-to-day project management of migrating from various originating CRM systems into PensionPro, a CRM/Workflow tool for the pension industry. This role is responsible for streamlining operations and ensuring the company meets the growing demands of the business and the clients. The Project Manager will guide the migration process and be instrumental in ensuring data integrity, seamless system transitions, and the custom development of connections to PensionPro.

***This is a contract role (25-30 hrs/week) through December 2024 with potential to go full time starting in 2025.*** 

Essential Job Duties: 

• Lead Migration Initiatives: Support the PensionPro Migration Working Group, which includes internal team members and external PensionPro Integration Staff, to secure a smooth and successful migration from various originating CRM systems to PensionPro.
• Project Planning and Execution: Execute upon comprehensive project plans tailored for each partner, highlighting critical milestones, timelines, and any custom development needs to ensure seamless integration into PensionPro's unique operational framework.
• Project Template Implementation: To ensure operational success, the project manager will work alongside critical members of each involved partner within the working group to gather finalized workflows and implement the resultant project templates within PensionPro – with the help of the PensionPro Implementation Team.
• Communication and Alignment: Ensure clear, timely, and effective communication across all stakeholders, bridging gaps between internal partner teams, external entities, and technical developers to maintain alignment and swiftly address and report on any emerging issues.
• Project Monitoring and Adjustment: Keep a vigilant eye on the progress of migration efforts, making necessary adjustments to strategies and plans to meet project deadlines and resolve unplanned challenges.
• Quality and Compliance Assurance: Vigilantly ensure that migration processes adhere to established quality standards and comply with relevant industry regulations, emphasizing the integrity and security of data throughout the migration.
• Stakeholder Updates: Regularly update stakeholders on project developments, potential risks, and the strategic measures put in place to mitigate them.
• Conflict Resolution: Foster a collaborative group atmosphere, resolving any conflicts that arise to keep the team focused and on track toward project goals.
• Training and Knowledge Sharing: Provide training  for internal and external team members, highlighting the new system's features, capabilities, and best practices for efficient data management within PensionPro.
• Collaboration on Custom Development: Work closely with technical teams to review system requirements, data architecture, and custom development strategies for integrating with PensionPro, ensuring a tailored fit into its operational workflows.
• Review and Improvement: After migration, conduct thorough reviews to evaluate project outcomes, glean lessons learned, and recommend strategies for future iterations.

Non-Essential Job Duties/Other Functions:

Minimum Qualifications:

• Bachelor’s degree in computer science, Information Technology, or a similar field, or equivalent experience
• Outstanding written and verbal communication skills
• Solid knowledge of software configuration management and continuous integration with appropriate tools and resources
• 3+ years of technical project management experience
• Hands on knowledge with SQL and ability to understand data models and databases
• Knowledge of web-based applications based on Microsoft technologies

Preferred Qualifications: 

• Expertise in architecting and implementing scalable, distributed and universally available database systems
• Retirement Industry knowledge a plus
• Strong understanding of back-office requirements and needs in areas such as payments, confirmations, and workflows
• Scripting experience a plus – windows batch, VBA, VB.net, C++
• PMP certification a plus

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