Remote CRM Project Leader

Monks; United States; Remote; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

PTO

401k with company contribution

Parental leave

Work-life balance

Career growth

Job summary

Monks is seeking a CRM Project Manager for our NAMER team to drive CRM platform implementations and managed services for global clients. You will lead multiple work streams, manage cross-functional delivery, and maintain project plans, budgets, and timelines with a focus on client satisfaction and governance.

You will coordinate with architects, developers, consultants, and analysts, guiding initiatives through five lifecycle phases while aligning with SOWs and ensuring effective risk management

Qualifications

• 5+ years of applicable project management experience in CRM and enterprise platform implementations or CRM managed services.
• Demonstrated abilities in organization, project planning, and effective communication (both written and verbal).
• Experience leading projects with multiple work streams or multiple projects concurrently.
• Experience working with people in a collaborative environment and coordinating with various cross-functional stakeholders.
• Demonstrated ability for self-directed learning, including acquiring certifications, accreditations, and platform badges.
• Ability to work flexible hours tailored to support the NAMER region (prioritizing EST).
• Client Kickoff & Meeting Cadence Management: Experience scheduling and running structured internal and external kickoffs, managing stakeholder discovery workshops, and leading formal SOW Gap Review milestones.
• Resource & Dependency Tracking: Overseeing cross-functional small team execution, tracking team member bandwidth, and proactively managing risks, issues, and dependencies.

Responsibilities

• Acts as the primary point of contact following pre-sales handoff to delivery, leading client engagements and managing expectations with a strong background in facilitating meetings and team leadership.
• Lead multiple small to medium projects with low to medium complexity, or act as the fully allocated project manager for a higher complexity project.
• Create and manage project plans, monitoring progress, managing allocated hours, and overseeing project budget.
• Communicate project status, risks, and issues effectively to client stakeholders.
• Lead project teams to follow best practices related to work product delivery, documentation, and communication, meeting project needs and client expectations.
• Resolve client escalations smoothly, pulling in inputs from internal senior team members when necessary.
• SOW Alignment & Gap Management: Conduct gap analyses between discovery requirements and the signed SOW, identifying scope, assumption, and interpretation gaps, and preparing structured resolution options (including Change Requests).
• Structured Lifecycle Phase Execution: Take clear ownership across the five core project phases—Onboard, Discover, Design, Develop, and Deliver—with emphasis on milestone exit criteria.

Skills

Project leadership

Stakeholder management

Communication

Cross-functional teamwork

Self-directed learning

Flexible hours

Kickoff management

Risk & issue tracking

Tools

JIRA

Job description

Monks is seeking a CRM Project Manager for our NAMER team to drive CRM platform implementations and managed services for global clients. You will lead multiple work streams, manage cross-functional delivery, and maintain project plans, budgets, and timelines with a focus on client satisfaction and governance.

You will coordinate with architects, developers, consultants, and analysts, guiding initiatives through five lifecycle phases while aligning with SOWs and ensuring effective risk management