CRM Jobs - Project Manager Ncino, 30393

at FRG Technology Consulting
Location Chicago, IL
Date Posted November 25, 2020
Category Default
Job Type Full-time


Project Manager - NCino / 130 - 160k / Remote; post covid travel 50-70%

*sponsorship not available

Brief Summary of Role:

Project Managers will manage multiple projects for our customers providing day-to-day leadership to analyze their requirements, develop designs, and implement cloud-based solutions based on Salesforce and platform. There will also be some level of responsibility for successful, on time and on budget delivery of all services at that client.

  • Ability to work well with people including project stakeholders and project team members
  • Proactive desire to continue to broaden and deepen business and consulting skills
  • Ability to work both independently and within a team environment backed up by strong communication skills
  • Serve as act as Project Manager for several key clients responsible for day to day operations on one or more projects.
  • Communicate and report project status to client leadership and IT management, including budget, risks and general business issues Report budget and finances
  • Mentor and manage teams of Junior Consultants to be able to keep project on time as well as review work done by the team.
  • Understand CRM technologies being used on a project to be able to direct how to design, develop, test, and implement a technical implementation project
  • Quickly respond to client requests for immediate issues while also being able to drive projects to completion
  • Analyze each client's specific request and determine the underlying problem and recommend proper solutions
  • On larger engagements, be able to work with larger management teams and determine independencies between the project and other initiatives
  • On smaller engagements, be able to work hands on in creating deliverables which could include strategy, design, development, testing application and delivering training

People and Practice Development

  • Identify strengths and issues; drive and develop better behavior to create strong consultants
  • Participate actively in the recruiting process for other consultants
  • Drive the development and enhancement of methodologies and approaches to client delivery and provide thought leadership for internal practice development
  • Coach and manage other consultants and participate actively in the performance expectation process

Business Development

  • Participate in business development with prospective clients including solution definition, pre-sales, estimating, negotiating and project planning
  • Present solutions and proposals to clients and prospects
  • Understand business needs and requirements and help turn those goals into tangible deliverables including projects and detailed proposals, requirements specifications, design deliverables, status reports and project plans
  • Create work plans, pricing estimates, and risk assessments for prospects
  • Actively build a professional network and affiliate network in the local community
  • Successfully manage alliance relationships
  • Participate in key client relationships and growing those accounts within Customer Experience practice and cross selling to other areas

Other responsibilities:

  • Manage client relationships and meet with clients to determine business and functional requirements
  • Assist in re-engineering business operations and system processes around Sales & Marketing, Customer Service, Customer Self-Service, and Partner Channel Management
  • Lead teams in performing configuration and customization of the platform, including templates and best practices specific to Private Equity/Alternative Investment, Asset Management, and Banking/Credit Unions
  • Participate in and/or lead efforts to develop and execute testing, training, and documentation
  • Facilitate effective change management programs within the client organization including creating and administering communication plans to promote end-user adoption
  • Act as a user advocate to ensure overall system usability and adoption


  • Experienced candidates must have 6+ years of experience working for a consulting firm or a professional services division of a software company in a business analyst/consulting manager role
  • Experienced candidates must have at least 2-3 years of hands-on experience working on the platform Experience in leading and delivering end to end solution which could include strategy, design, development, testing and training
  • Candidates will be considered for depth on other CRM packages (Microsoft CRM, SAP CRM, SalesLogix, Oracle On-Demand, and the like)
  • Excellent organizational, verbal, presentation/facilitation, and written communication skills
  • PMP preferred