CRM Transformation Project Manager - 6 Month Contract

Our client, an established, high growth PE backed software business, is looking to recruit a Transformation Project Manager for a 6 month contract.

This role would involve both strategic oversight and tactical execution to ensure these transformation initiatives are successfully delivered, with a strong focus on data accuracy, efficiency, and project profitability.

Role: CRM Transformation Project Manager

Location: West Berkshire

Duration: 6 months+

Remuneration: up to £100K pro rata on a fixed term contract

Key Responsibilities:

1. HubSpot Implementation:
   • Lead the end-to-end implementation of HubSpot across the organization.
   • Collaborate with cross-functional teams (Sales, Marketing, IT) to ensure smooth integration and adoption.
   • Define and document processes for CRM utilization, ensuring the alignment of HubSpot with organizational goals.
2. Revenue Recognition Data Sets:
   • Oversee the design and implementation of systems for accurate revenue recognition, aligning with financial reporting standards.
   • Develop and monitor data pipelines to ensure real-time access to revenue data.
   • Coordinate with finance teams to ensure proper handling of complex revenue recognition processes (e.g., subscription-based, multi-element arrangements).
3. Procurement Optimisation:
   • Analyse existing procurement processes and identify opportunities for cost-saving and efficiency improvement.
   • Implement best practices and optimize supplier relationships, ensuring a streamlined procurement lifecycle.
   • Develop KPIs to monitor procurement performance and cost control, adjusting strategies as necessary.
4. KPI Redevelopment:
   • Redesign Key Performance Indicators (KPIs) for teams, ensuring they align with business objectives and drive growth.
   • Implement a dashboard system to track and visualize KPIs across departments (sales, operations, etc.).
   • Work closely with leadership to ensure KPIs are actionable and foster performance improvement.
5. Project Profitability:
   • Track project costs and forecast project profitability throughout the lifecycle.
   • Analyse the financial health of ongoing projects and suggest corrective actions to improve profitability.
   • Manage resource allocation, ensuring projects are delivered on time and within budget while meeting profitability targets.

Key Skills and Competencies:

• Project Management: Strong experience in managing large-scale transformational projects, particularly in CRM systems and business process optimization.
• Financial Acumen: Understanding of revenue recognition standards, procurement budgeting, and project profitability metrics.
• Cross-functional Collaboration: Ability to work across various teams (Sales, Marketing, IT, Finance) to align project goals with business strategy.
• Change Management: Experience leading organizational change to ensure smooth implementation of new systems and processes.
• Data-Driven Decision Making: Ability to leverage data analytics tools for monitoring performance, optimizing procurement, and tracking project progress.