Description

Key Responsibilities:

• Lead end-to-end delivery of strategic technology and business initiatives.
• Develop and manage project plans, schedules, timelines, budgets, resources, milestones, and project documentation.
• Establish project governance, success criteria, and reporting processes.
• Identify, track, and mitigate project risks, issues, dependencies, and roadblocks.
• Ensure projects are delivered on time, within scope, and within budget.
• Manage CRM implementations, enhancements, migrations, integrations, and optimization initiatives.
• Lead projects involving member engagement platforms, workflow/process automation, data management, digital banking technologies, enterprise applications, and system integrations.
• Coordinate cross-functional teams consisting of business analysts, developers, infrastructure teams, operations, compliance, vendors, and business stakeholders.
• Manage third-party technology providers, implementation partners, and system integrators.
• Serve as a primary liaison between technology teams and business stakeholders.
• Partner with executives, department leaders, and project sponsors to ensure technology initiatives align with organizational objectives.
• Provide project status reporting, dashboards, risk updates, and milestone reporting to leadership.
• Facilitate project meetings, steering committees, and executive reviews.
• Drive consensus and decision-making across technical and non-technical stakeholders.
• Support change management, communication, training, and user adoption associated with technology implementations.
• Apply Agile, Waterfall, or Hybrid methodologies based on project requirements.
• Identify opportunities to improve project delivery processes, governance, and operational efficiency.

Required Qualifications:

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

Highly Preferred:

• Experience within Credit Unions, Banking, Financial Services, or FinTech.
• Experience leading CRM projects involving Microsoft Dynamics 365, Salesforce, HubSpot, or comparable CRM platforms.
• Familiarity with digital banking systems, loan origination platforms, online banking applications, and member service technologies.
• Experience managing vendor contracts, SOWs, third-party technology providers, and implementation partners.
• PMP, CSM, or equivalent certification

Key Skills

Education

Bachelor's degree