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.
National Range: $135,000 - $165,000
Maryland Range: $135,000 - $165,000
NYC/Long Island/Westchester Range: $135,000 - $165,000
Company
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
- BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets