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Job Description
Manager, CRM Project Manager
BDO USA, LLP
United States, Virginia, McLean 8401 Greensboro Drive (Show on map) Jun 17, 2026
Job Summary:
The Project Manager•CRM Implementation is responsible for leading the day-to-day execution of a large-scale CRM transformation program, including migration from legacy AMS platforms (iMIS) to Microsoft Dynamics 365. This role ensures effective planning, delivery coordination, and execution across offshore and onshore teams, while maintaining alignment with client objectives, timelines, and budgets. The incumbent will manage data migration, financial system integration (Sage Intacct), and cross-functional delivery activities while working closely with product leadership to enable strategic oversight and client relationship management. This role ensures delivery excellence, risk management, and governance across the full project lifecycle.
Job Duties:
Leads end-to-end execution of CRM implementation projects, including planning, scheduling, execution, and stabilization
Develops and maintains detailed project plans including timelines, milestones, dependencies, and resource allocations
Coordinates delivery across offshore development teams, onshore Business Analysts, and functional/technical consultants
Manages risks, issues, dependencies, and mitigation strategies; escalates proactively as required
Oversees migration from legacy systems (preferably iMIS) to Microsoft Dynamics 365
Drives data conversion and migration efforts, including validation and reconciliation of: Customer/member data
Financial data and transactions
Historical system records Coordinates integration between Microsoft Dynamics and Sage Intacct, including financial data mapping and reconciliation
Ensures alignment between business requirements and technical delivery across Dynamics 365 CRM implementation
Leads delivery governance processes including status tracking, reporting, documentation, and change management
Runs regular project cadences including sprint reviews, status meetings, and stakeholder updates
Prepares executive-level reporting on project health, budget, schedule, and risks
Manages project budgets, forecasts, burn rates, and resource utilization
Ensures adherence to delivery standards, documentation requirements, and quality controls
Works closely with product leadership to separate strategic oversight from execution responsibilities
Supports UAT coordination, go-live planning, and post-implementation stabilization
Performs other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Information Systems, Business Administration, or related field, required
Experience:
Seven (7) or more years of experience in project management for enterprise software implementations, required
Proven experience in CRM implementations, required
Experience migrating from legacy systems (preferably iMIS) to modern CRM platforms, required
Strong experience with Microsoft Dynamics 365 (CRM/CE), required
Experience with data migration and conversion, including financial data, required
Experience managing offshore and onshore delivery teams, required
Experience working with Sage Intacct or similar financial systems, preferred
Experience in nonprofit, association, or membership-based organizations, preferred
Experience working in Agile or hybrid delivery models, preferred
Certifications:
PMP, Scrum Master, or equivalent certification, preferred
Licensure:
N/A Software:
Microsoft Dynamics 365 (CRM)
Project management tools (e.g., MS Project, Azure DevOps, Jira)
Data migration tools and ETL frameworks
Microsoft 365 suite (Excel, Teams, SharePoint, PowerPoint)
Experience with integration platforms and APIs preferred
Language:
N/A Other Knowledge, Skills, & Abilities:
Strong understanding of CRM and AMS platforms, including membership and financial data models
Expertise in data migration, validation, and reconciliation processes
Strong project management skills including planning, budgeting, scheduling, and risk management
Ability to coordinate cross-functional teams across distributed environments (offshore/onshore)
Excellent communication skills with experience engaging executive stakeholders
Strong problem-solving and decision-making capabilities
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong attention to detail and governance discipline
Ability to operate independently while collaborating closely with leadership
Commitment to delivery excellence, quality, and client satisfaction Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
