Project Manager – Technology & CRM Initiatives

Project Manager – Technology & CRM Initiatives

Location: Remote – Tri-State Candidates only

Duration: 6-Month Contract – Strong Potential for Full-Time Conversion

Interview: One Teams Interview

Start: ASAP





Job Overview

We are looking for an experienced Technology Project Manager to lead multiple high-priority technology initiatives for a growing credit union.

This role will have a strong focus on CRM initiatives, digital transformation, enterprise applications, systems integrations, business process automation, and IT modernization. The ideal candidate is a hands-on project manager who can work comfortably with technical teams, business stakeholders, vendors, and executive leadership.





Required Qualifications


- 5+ years of experience managing technology-focused projects.
- Proven experience delivering CRM, enterprise application, systems integration, or digital transformation projects.
- Strong experience managing cross-functional technology and business teams.
- Solid understanding of Agile, Waterfall, and Hybrid project methodologies.
- Experience managing project schedules, budgets, resources, milestones, and deliverables.
- Strong risk, issue, dependency, and change management experience.
- Excellent communication, presentation, stakeholder management, and executive-facing skills.
- Experience with tools such as Microsoft Project, Smartsheet, Jira, Azure DevOps, or similar platforms.
- Bachelor’s degree or equivalent professional experience.


Highly Preferred


- Experience in Credit Unions, Banking, Financial Services, or FinTech.
- Experience managing CRM initiatives using Microsoft Dynamics 365, Salesforce, HubSpot, or similar CRM platforms.
- Familiarity with digital banking, loan origination, online banking, or member service technologies.
- Experience managing vendor contracts, SOWs, implementation partners, and third-party technology providers.
- PMP, CSM, or equivalent certification.






Ideal Candidate

The ideal candidate is a hands-on Technology Project Manager with experience leading
CRM and digital transformation initiatives, preferably within financial services.

You should be comfortable managing multiple technology workstreams independently while communicating effectively with developers, technical teams, business leaders, vendors, and executives.

This is a high-visibility opportunity with a strong possibility of full-time conversion for the right candidate.