11 CRM Project Manager Jobs in Harlingen, TX
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Central Air and Heating Service, Inc. (CAHS)
Harlingen, TX | Full Time
$101k-127k (estimate)
4 Days Ago
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CRM Project Manager
$88k-111k (estimate)
Full Time | Banking
1 Month Ago
Texas Regional Bank is Hiring a CRM Project Manager Near Harlingen, TX
Position SummaryThe CRM Project Manager (CRM-PM) is responsible for the planning and execution of projects and initiatives, gathering requirements, managing workflows, and communicating issues and status using sound judgement and strong interpersonal skills, with a particular focus on the Customer Relationship Management (CRM) system. The role includes managing selection, implementation, and configuration of various external systems, including training, rollout, and measuring post-implementation effectiveness. The execution of the projects is typically done with one or more teams that the CRM-PM works with. The CRM-PM will communicate in various formal and informal methods to convey project status, issues, conflicts, and risks. The CRM-PM will work with various business stakeholders to plan projects and ensure that the implementation aligns with business objectives. The CRM-PM is highly aware of the business needs and requests. The CRM-PM will coordinate people and processes to deliver projects on time, within budget and with the desired outcomes aligned to bank objectives.
Principal Duties And Responsibilities
Principal Duties And Responsibilities
- Lead each project, including the CRM project, from conception to completion.
- Determine and define clear deliverables, roles and responsibilities for staff members required for specific projects or initiatives.
- Define resource requirements and manage resource availability and allocation with department managers.
- Manage the creation of Risk Assessments and Software Selection Recommendations.
- Develop spreadsheets, diagrams, and process maps to document needs.
- Prepare detailed project plans to schedule key project milestones, workflows, and activities.
- Ensure that all required sub-projects and activities are identified, planned, and managed.
- Consult with users, managers, and developers to determine hardware and software specifications.
- Design workflow, user interfaces, and data models to support and guide software development and/or configuration.
- Create system documentation and coordinate testing for internal software development efforts.
- Prioritize projects and resources based on business value.
- Track projects and provide regular reports on project status to project team and management.
- Manage and adjust for any changes in project scope, schedule and/or budget.
- Identify and mitigate potential project risks and communicate risks with management.
- Manage the project team relationship and communication with management and all stakeholders, ensuring the project is delivered to their satisfaction.
- Manage multiple projects and tasks simultaneously and effectively.
- Lead initiatives and cross-team projects with little guidance, focused on tactical time frames.
- Understand underlying architecture of owned development and communicate it to non-technical parties.
- Integrate knowledge of product vision and functionality into development efforts to ensure business needs are fulfilled with the technical solution.
- Manage to established KPIs and targets.
- Maintain an objective, fact-based perspective and encourage teams to display transparency on status.
- Teach others about existing concepts, tools, and processes.
- Assign and oversee the daily tasks of technical personnel while ensuring all team members are actively working toward established milestones.
- Hold regular technical team meetings to determine progress and address any questions or challenges regarding projects.
- Ensure continuous improvement and updates post-rollout.
- Seek to reduce friction points and create quality experiences.
- Think and act like an entrepreneur. Be able to make decisions and assume accountability.
- Schedule project meetings and maintain regular meeting schedules.
- Delegate tasks and provide reminders to task deadlines.
- Understand and enforce IT policies and procedures.
- Be informed of and up to date on applicable regulations as they relate to projects.
- Respond to inquiries from staff, service providers and outside vendors as it relates to projects.
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Provide a strong, compassionate, and visible leadership which fosters positive attitudes and trust among employees, customers, and prospects.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Develop and mentor rising talent in the technology department.
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Remain highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
- Provide a strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
- Comply with federal and state regulations as well as all established Bank policies and procedures.
- Perform other duties as assigned.
- Bachelor’s degree in Business, Compute Science, or a related field.
- Minimum of three years of experience managing CRM systems.
- Proven track record of successful project management.
- Strong understanding of CRM technology and best practices.
- Excellent communication and leadership skills.
- Ability to work in a team environment and manage multiple priorities.
- Possess excellent analytical, observational, and decision-making skills.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
- Individual should be able to work under high pressure situations and in a stressful atmosphere yet be able to remain composed.
- Must be able to be physically present in the Bank to perform job duties.
- PMP or similar project management certification.
- Knowledge of Agile Project Management Methodology.
- Experience in the banking sector is a plus but not required.
- Texas Regional Bank is an Equal Opportunity Employer.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Banking
SALARY
$88k-111k (estimate)
POST DATE
05/02/2024
EXPIRATION DATE
06/26/2024
WEBSITE
texasregionalbank.com
HEADQUARTERS
HARLINGEN, TX
SIZE
100 - 200
FOUNDED
2010
CEO
PAUL S MOXLEY
REVENUE
$10M - $50M
INDUSTRY
Banking
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