CRM Project Manager

Job#: 3037836

Job Description:
Sr. CRM Project Manager (nonprofits)

Location: Fully remote (with preference for local travel capability to Austin, Texas)

Type: Contract to Hire

Role Overview

We are seeking a CRM Project Manager to lead the delivery of a large-scale CRM implementation and migration to Microsoft Dynamics for a nonprofit client. This role will own the day-to-day execution, including planning, resourcing, and coordination across cross-functional teams. The individual will manage timelines and delivery while ensuring alignment between business and technical teams.

Key Responsibilities

• Own day-to-day project execution for the CRM implementation, from planning through go-live and stabilization.
• Develop and maintain detailed project plans, schedules, milestones, dependencies, and resourcing plans.
• Manage timelines, delivery, and execution for a complex CRM transformation for a nonprofit organization.
• Coordinate delivery across offshore development teams and onshore Business Analysts, functional consultants, and technical leads.
• Oversee legacy system migration from iMIS to Microsoft Dynamics 365.
• Manage data migration and conversion activities, with a focus on financial data and member records.
• Oversee integrations between Microsoft Dynamics and financial systems like Sage Intacct.
• Manage complex nonprofit or membership-based business processes such as events, fundraising, and membership management.
• Run regular delivery cadences including status meetings, sprint reviews, and delivery checkpoints.

Required Qualifications

• Proven experience leading CRM implementations, specifically migrating legacy systems into Microsoft Dynamics for nonprofits.
• Hands-on experience with Microsoft Dynamics 365 (CRM/CE).
• Strong experience in data migration and conversion, including financial and historical transaction data.
• Experience working with membership-based or nonprofit organizations.
• Experience managing offshore and onshore teams.
• Demonstrated experience working with financial systems or accounting platforms, such as Sage Intacct.
• Strong understanding of event management, membership, and fundraising workflows.
• Experience managing integrations and APIs.
• Solid background in core project management disciplines, including planning, scheduling, budget tracking, and risk management.

Preferred Qualifications

• Familiarity with Association Management System (AMS) platforms and complex membership/finance data models.
• Experience delivering projects using Agile or hybrid Agile/Waterfall methodologies.
• PMP, Scrum Master, or a similar certification is preferred but not required.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

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