CRM Project Manager - fixed term
CRM Project Manager
37.5 hours with flexible and hybrid options
Full time / fixed term for 12 months
25 days annual leave
The ocean is in danger, and we don’t have much time to save it. We create inspired, motivated Ocean Activists everywhere, each one of us committed to protecting the ocean and all it makes possible. We shout loudly for the ocean, gathering the evidence and giving voice to the issues that hold leaders to account.
Today we are more than surfers. It’s about more than sewage. We’re here because of the ocean. Read on if you are ready to join us.
To inspire and motivate our broad community of ocean activists – made up of campaigners, volunteers, members, and donors – we need a bird’s eye view of our data. We therefore require a fit for purpose Customer Relationship Management system, which is used by all teams, integrates with our systems and helps us make informed decisions.
The CRM Project Manager will be responsible for project managing the requirements identification, scoping, implementation and rollout of a new CRM system; working closely with the Director of Operations & HR, senior stakeholders, Database Officer and, once appointed, the incumbent suppliers’ implementation resources. The role will include all traditional Project Management duties, in the context of IT systems implementations.
As CRM Project Manager you will shape and manage a CRM implementation, including migrations and 3rd party interfaces. You will be an effective listener and communicator, understanding and translating our requirements into CRM solutions, and acting as the main point of contact for 3rd parties. You will manage change internally, ensuring all future users are engaged, informed, and trained as part of a change management plan.
- Manage the implementation of a new organisational CRM over a 12-month timeframe, from scoping through to go-live, staff training and user adoption
- Engage with and excite teams about the value a new CRM will bring to their work
- Facilitate and enable teams to identify and articulate their requirements from a CRM system.
- Manage regular Project Team meetings
- Lead the preparation of papers for meetings, contributing to regular programme reports (plan, progress highlight report, risks, issues, costs, minutes and actions); collating specialist papers from other project members; preparing and distributing meeting packs
- Ensure decisions, information items etc., are clearly identified in the agenda and minuted, to provide a formal and easily located audit trail. Minute meetings; circulate promptly
- Prepare and monitor project, workstream and exception plans, as needed.
- Manage the production of deliverables, in line with the project plans. This may include drafting standard project documents, e.g. PIDs.
- Drive overall progress, and coordinate use of resources, resolving conflicting time demands where necessary.
You will bring
- An ability to understand our functional and non-functional requirements, and translate these into system solutions
- Strong people and listening skills, and ability to get buy-in to the project and changes it will bring.
- Alignment in values and ability to frame a business case in the context of our charitable objectives
- A high level of organisation to develop a project plan and manage timelines, budget, resources and quality.
- Creativity and imagination to push our knowledge of what is possible in terms of functionality and integration
- A solutions focused and hands-on way of working. You will need to be able to think strategically and do the legwork, working with key roles across the organisation to drive the project forwards.
You should have
- Experience of managing IT implementation projects (e.g. Finance system, mid-tier ERP, CRM).
- Previous involvement in the implementation of a CRM including data integrations, 3rd Party APIs and migrations.
- Proven track record managing scope, risks, issues and budgets
- Excellent theoretical and working knowledge of CRMs
- A strong track record of project planning and progress-chasing: creating plans based on input from suppliers, colleagues and own experience of similar projects; working with delivery leaders and key stakeholders to agree and meet timescales; identifying and planning formal sign-offs; re-planning when needed, suggesting alternatives to maintain momentum towards milestones.
- Extensive experience as a successful project manager in a formal environment. Able to demonstrate effective support for governance processes and decision audit trails.
- Understanding and experience of both Prince2 and Agile project management and the ability to utilise these to best effect within the project parameters
- Project Management Experience
We will provide:
- Space and equipment to work in our recently refurbished office on the cliffs in St.Agnes, north Cornwall. Coastal walks, lunchtime swims and surfing is encouraged.
- Flexibility, working around core hours of 10.30am to 3.30pm. Remote working options, with a current requirement to be in the office 2 days per week to maintain human contact and a feeling of team.
- Time Off in Lieu for working out of hours.
- Open and friendly team environment supported by team social events, team planning and knowledge-sharing.
- Access to a healthy training and development budget.
- Access to free confidential advice from a qualified counsellor on any issues, through our Employee Assistance Programme.
Diversity and inclusivity:
We want Ocean Activism to be open to everyone. A diverse voice is a more powerful voice. Diversity in our people brings new viewpoints and this drives debate and creativity, which is key to successful campaigning and an ability to engage new audiences. As such, we encourage applications from people who belong to groups which are often marginalised in society.
To apply, please submit your CV and cover letter explaining how your skills and experience meet the requirements of the role to email@example.com.
Closing Date: 11pm on Sunday 21st August
Interview Date: Interviews expected to be held w/c 29th August at SAS HQ in St Agnes, Cornwall.