Overview
We are seeking a highly skilled Contract Project Manager to lead the implementation of DealCloud, a leading CRM platform, within a prominent financial services firm. In this role, you will manage the end-to-end lifecycle of a critical global project, working closely with senior stakeholders and cross-functional teams to enhance client relationship management. This position focuses on driving significant improvements in deal flow and client servicing in a fast-paced environment.
Responsibilities
- Manage the full lifecycle implementation of the DealCloud CRM platform.
- Collaborate with senior stakeholders and vendors to ensure project alignment and success.
- Oversee budgeting and resource allocation throughout the project duration.
- Facilitate steering committee meetings to report on project status and address challenges.
- Ensure timely delivery of project milestones and adherence to scope.
- Maintain confidentiality and precision in a high-stakes project environment.
- Implement strategic processes to enhance client relationship management and deal flow.
Requirements
- Proven experience managing complex, cross-functional technology projects.
- Significant hands-on experience with CRM implementation (e.g., Salesforce, Microsoft Dynamics) in financial services.
- Direct experience with DealCloud is highly beneficial.
- Strong stakeholder management skills with the ability to navigate senior-level relationships.
- Ability to thrive in demanding, high-stakes environments requiring confidentiality and strategic foresight.
- Demonstrated record of successful project delivery within a specified timeframe and budget.