Product Manager / Project Manager – CRM & Client Portal Build

JR United Kingdom; Basingstoke; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading company in the financial sector is seeking a Product Manager / Project Manager for a contract role focused on CRM and Client Portal development. The candidate will be responsible for overseeing all aspects of the project, from requirements gathering to managing integrations and ensuring product delivery aligns with business needs. The position requires strong project management and communication skills, with significant emphasis on Agile methodologies and stakeholder engagement.

Benefits

Competitive Daily Rate

Collaborative Environment

Opportunity to Shape the Product

Contract Length with Extension Potential

Qualifications

• Experience managing CRM implementations in a fast-paced environment.
• Strong understanding of RESTful API integrations and relational databases.
• Exceptional communication skills for stakeholder workshops and documentation.

Responsibilities

• Lead the CRM and Client Portal build with a focus on integration and usability.
• Collaborate with teams to develop product roadmaps and manage sprints.
• Coordinate UAT and oversee the go-live process including data migration.

Skills

Project Management

Agile/Scrum

Stakeholder Communication

User Acceptance Testing

Risk Assessment

Education

PMP, PRINCE2, or Scrum Master certification

Tools

JIRA

Asana

Job description

Social network you want to login/join with:

col-narrow-left

Client:

MAS Group

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

1

Posted:

06.06.2025

Expiry Date:

21.07.2025

col-wide

Job Description:

About the Contract

We are seeking an experienced Product Manager / Project Manager to lead the end-to-end build of a new CRM and Client Portal. This is a hands-on, contract position based in London’s financial district. You will drive requirements gathering, oversee technical implementation, and ensure seamless integration between WordPress front-ends and the Perfex CRM back-end.

You’ll work closely with senior stakeholders (Sales, Operations, IT) to translate business needs into a scalable, secure, and user-friendly platform. Your remit includes defining product roadmaps, managing sprints, mitigating risks, and coordinating between in-house developers, third-party vendors, and QA teams.

Key Responsibilities

• Collaborate with senior stakeholders to document business objectives, user personas, and functional requirements for both CRM and Client Portal modules.
• Develop and maintain a prioritized product backlog and timeline, aligning with company KPIs and launch milestones.
• Conduct competitive analysis to identify best practices in CRM/portal features (e.g., lead management, invoicing, ticketing, client dashboards).
• Project Management & Delivery
• Plan and manage project sprints (using Agile/Scrum or hybrid methodologies), including sprint planning, daily stand-ups, sprint reviews, and retrospectives.
• Create detailed project plans (Gantt charts, resource allocation) to track tasks, dependencies, and deliverables.
• Risk assessment: proactively identify potential roadblocks (technical, resourcing, third-party dependencies), propose mitigation strategies, and escalate issues appropriately.
• Liaise with development teams (in-house and/or outsourced) to ensure coding standards, documentation, and QA processes are upheld.
• Technical Oversight
• Oversee the integration of Perfex CRM (or equivalent) with a WordPress front-end: user authentication/SSO, custom plugin development, API configurations, and data migration.
• Ensure the Client Portal provides secure, role-based access to client data (invoices, tickets, project updates) with responsive design for desktop and mobile.
• Review technical specifications to confirm they meet performance, security (GDPR compliance, SSL/TLS), and scalability requirements.
• Coordinate with DevOps/IT teams on hosting (e.g., AWS, Azure, or dedicated servers), backups, and disaster-recovery plans.
• Stakeholder Communication & Reporting
• Host weekly steering-committee meetings to provide status updates, demo completed features, and gather feedback.
• Produce concise progress reports (budget burn-rate, milestone completion, KPI dashboards) for senior leadership.
• Manage expectations around timelines, scope changes, and resource constraints, ensuring transparency at every stage.
• Quality Assurance & Go-Live
• Define acceptance criteria and coordinate UAT with end-users (Sales reps, Account Managers, Client Services).
• Oversee bug triage, prioritize fixes, and validate release candidates.
• Plan and execute the go-live checklist: data migration, URL redirects, DNS changes, SSL certificate installation, load testing, and rollback procedures.
• Coordinate post-launch support (hypercare), tracking issues in a ticketing system (e.g., JIRA, Trello).

Required Skills & Experience

• Proven track record managing CRM or client-facing portal implementations in a fast-paced environment.
• Strong understanding of relational databases (MySQL/MariaDB) and RESTful API integrations.
• Excellent project management skills: proficient in Agile/Scrum, backlog management tools (e.g., JIRA, Asana), and creating Gantt charts or Kanban boards.
• Ability to translate high-level business requirements into clear user stories, functional specs, and technical tasks.
• Solid grasp of web security best practices (OWASP Top 10, GDPR).
• Exceptional communication skills: able to facilitate workshops, present to C-Suite, and write clear, concise documentation.
• Experience coordinating multi-disciplinary teams (front-end, back-end, DevOps, QA, UX/UI).

Preferred Skills & Experience

• Prior experience specifically with Perfex CRM customizations (module development, API endpoints, hooks).
• Familiarity with WordPress multisite installations, custom post types, and WooCommerce integration.
• Exposure to PHP frameworks (Laravel, CodeIgniter) that underpin many CRM platforms.
• Experience managing data migrations from legacy CRMs (e.g., Salesforce, HubSpot) or custom databases.
• Basic understanding of front-end frameworks (Vue.js, React) to oversee modern client-portal interfaces.
• Knowledge of UX/UI best practices for client dashboards and responsive design.
• PMP, PRINCE2, or Scrum Master certification.

What We Offer

• Competitive Daily Rate: Market-leading compensation, adjusted for your experience and specialist skill set.
• On Site Work: Primarily on-site in London City.
• Collaborative Environment: Work directly with senior leadership and cross-functional teams in a dynamic, growth-oriented company.
• Opportunity to Shape the Product: You will own the roadmap and have direct influence over platform features that impact every customer interaction.
• Contract Length & Extension Potential: Initial 3-month contract with strong possibility of extension or conversion based on performance.

Note: Candidates must be eligible to work in the UK. Local (London-based) candidates preferred, as regular on-site presence will be required for stakeholder workshops, sprint reviews, and launch events.