Job Description

CRM Project Manager (Remote, Canada)
Remote - Canada | Permanent / Full Time


Our client, a financial services organization, is seeking an experienced

CRM Project Manager

to lead the delivery and continuous improvement of CRM initiatives. This is a

remote permanent full-time role within Canada

; only candidates currently residing in Canada will be considered.



The successful candidate will plan, execute, and optimize CRM projects with a focus on moving from on-premise systems to secure, scalable cloud environments. You'll translate business objectives into delivery roadmaps, coordinate cross-functional teams, manage integrations and data quality, and drive user adoption and measurable outcomes. Experience with Microsoft Dynamics is preferred, but strong experience with other enterprise CRM/ERP platforms is also fully acceptable.



This is a permanent, full-time opportunity.

Responsibilities:

Own scope, roadmap, and delivery plan for CRM initiatives; lead discovery and alignment with business, technology, and compliance; plan and execute upgrades and the move from on-prem to cloud, including cutover and hypercare; manage integrated timelines, budget, dependencies, and RAID; coordinate integrations and data migration with SMEs and vendors, enforcing data quality checkpoints; govern change, release, and UAT through clear entry/exit criteria and go/no-go readiness; drive adoption and training with business owners and track KPIs/SLAs post-go-live; ensure security, privacy, and regulatory requirements are met for financial services in Canada; manage vendors/SOWs and maintain a post-go-live enhancement backlog.

Requirements:

5+ years of CRM or ERP project management experience in banking/financial services/wealth management (mandatory).
Proven delivery across discrete CRM components or modules; full end-to-end greenfield implementations are not required, but a nice-to-have.
Hands-on experience with system upgrades and on-prem to cloud migration initiatives.
Microsoft Dynamics background preferred; significant experience with other enterprise CRM/ERP platforms (e.g., Salesforce, SAP, Oracle, ServiceNow, NetSuite) is acceptable.
Strong stakeholder management and communication, with the ability to align business, product, engineering, QA, and vendors.
High-level knowledge of integrations (APIs, middleware) and data migration strategies, including data quality and reconciliation.
Familiarity with reporting and KPI governance; ability to support dashboard requirements with teams using common BI tools.
Solid understanding of security, privacy, and compliance in Canada and controls frameworks common in financial services.
Nice to have: PMP/PRINCE2, Agile/Scrum certification, organizational change management exposure, basic SQL for validation.

Of Note:

Completed background checks will be required before the start date if you are selected as a winning candidate.
While we strive to respond to all applicants, please understand that due to the high volume of applications we receive, providing individual feedback or responses to every candidate may not be feasible. Rest assured that your application will be carefully reviewed and considered. We appreciate your interest in this opportunity.