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The Project Manager (PM) oversees the planning, implementation and tracking of a KELL Partners Client Salesforce CRM project from contract sign to project close. The PM is responsible for keeping projects in scope, in budget, and on time. They own project success and client satisfaction. Primary duties and responsibilities include:
Discovery – Plan the Project
Collaborate with sales team to confirm project scope. Meet with the client to determine project objectives and requirements. Create a detailed work plan which identifies and sequences activities needed to complete project. Coordinate with subject area experts within KELL to deep dive within all technical areas of the project scope. Design CRM system architecture.
Execution – Execute the Project
Execute project according to plan. Document, monitor, and communicate project activities and progress, making necessary adjustments along the way. Complete configuration, including app installation, system customization, and creation of workflows and reports. Oversee and provide QA for custom development and data migration.
Launch – Complete the Project
Walk the client through user acceptance testing, and sign off for all configuration, custom development, and data migration. Lead trainings and guide client through product go-live. Document project deliverables.
Core Competencies, Skills and AbilitiesWe offer our team a full benefits suite, but we don't just stop with just the standard HR benefits.