Demo

Implementation Manager

Kelaca
Raleigh, NC Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/18/2025

Kelaca is looking for an Implementation Manager for our client partner in Raleigh, NC . We are seeking an experienced Implementation Manager to lead their CRM implementation projects for clients in Financial Services Domain. The ideal candidate will have a strong background in CRM systems and the ability to manage complex projects from inception to completion.

Key Responsibilities :

  • Lead end-to-end CRM implementation projects, including planning, scheduling, and coordinating all implementation phases
  • Manage a team of Implementation Analysts, providing guidance and support throughout the project lifecycle
  • Collaborate with delivery teams across multiple geographies to ensure successful project execution
  • Configure and customize CRM software to meet specific business requirements
  • Train end-users on CRM system functionality and best practices
  • Ensure integrity and accuracy if requirement documents
  • Develop custom reports and dashboards for business insights
  • Integrate CRM systems with other business applications
  • Monitor and evaluate CRM system performance and make recommendations for improvements
  • To create and maintain project documentation, including status reports and post-implementation reviews

Skills and Experience :

  • Bachelor's degree in Information Technology, Business Administration, or related field
  • Minimum of 5 years of experience in CRM implementation for Financial Institutions.
  • Strong understanding of CRM functional and technical architectures
  • Proficiency in leading CRM platforms such as Salesforce, Microsoft Dynamics, or HubSpot
  • Experience with third-party integrations and connector software
  • Knowledge of UML diagrams and ability to create and review functional documentation.
  • Excellent project management skills and ability to lead teams
  • Strong communication and interpersonal skills to work effectively with stakeholders at all levels
  • Experience in change management and process improvement
  • Preferred Experience :

  • Proficiency in SQL and database management systems
  • Experience with SaaS (Software as a Service) implementations
  • Knowledge of business process mapping and optimization
  • Familiarity with agile methodologies, Azure DevOps
  • NO THIRD PARTIES.

    Job Type : Full-time

    Hours of Work : Monday-Friday; 8am-5pm

    FLSA Exemption Status : Exempt

    Apply to Kelaca today so we can schedule a conversation with you to further discuss this exciting opportunity.

    Kelaca is an Equal Opportunity Employer and does not discriminate in employment based on : age, disability, national origin, race, color, religion, protected veteran status, genetic information, gender, sex, gender identity, sexual orientation, pregnancy, or other non-merit factor.

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