CRM Implementation Project Manager

Remote role (UK based)

12 months FTC, possible extension to 18 months

Full time - 9am-5pm

Salary: £52-58k DOE

Straightforward financial solutions with a human touch

Our client, Foresters Friendly Society, is a well-established membership organisation based in Southampton, Hampshire. They provide a bespoke membership benefits package which gives back to their members in discretionary grants each year.

Foresters Friendly Society celebrated their 190th anniversary in 2024 putting members at the heart of all they do and they are now undergoing a major transformation; central to their transformation is the selection and implementation of a future CRM and finance system that will support member engagement, governance and operational efficiency for years to come.

They are now seeking an experienced CRM Implementation Project Manager to lead this important programme from discovery and solution selection through to full system delivery and implementation.

CRM Implementation Project Manager, the role:

• Lead structured discovery and business analysis activities to define organisational CRM and systems requirements

• Document current and future business processes, user journeys and functional requirements

• Assess and compare potential CRM and system options including functionality, risks, cost and delivery approach

• Support the preparation of business cases and Board papers to enable strategic decision-making

• Take end-to-end responsibility for delivering the approved CRM and associated systems solution

• Manage suppliers and delivery partners throughout system design, build, integration and implementation

• Oversee data migration planning, testing and reconciliation activities

• Coordinate user acceptance testing and ensure readiness for system go-live

• Maintain governance documentation including requirements catalogues, RAID logs and project plans

• Support business readiness including training, transition planning and early-life system support

• Act as the primary point of contact between internal stakeholders and external suppliers

CRM Implementation Project Manager, the person:

• Proven experience delivering complex CRM or core business system implementations

• Strong business analysis capability including requirements definition and process mapping

• Experience leading system selection exercises and contributing to business case development

• Strong understanding of system integrations, data structures and modern application environments

• Experience managing suppliers and technology delivery partners

• Experience overseeing data migration planning, testing and validation

• Highly organised with the ability to manage multiple workstreams and deadlines

• Confident engaging with both technical and non-technical stakeholders

Desirable:

• Experience implementing systems within a membership or subscription-based organisation

• Knowledge of cloud-based systems and platforms (e.g. Azure environments)

• Familiarity with Agile or iterative delivery approaches

CRM Implementation Project Manager, the benefits:

• Competitive salary and pension provision