CRM Project Manager

Top Three

Project Management, Documentation, CRM

PM to manage Nurtur’s CRM project—this includes all of the remaining functional components that need to be built out in preparation for a May 2015 launch with new clients and July 2015 launch with existing clients. Need someone that has a strong ability to drive the project and the ability to assess daily what the critical path items are. This role will be interacting with members of our parent company regularly.

Knowledge/Experience: Bachelor’s degree or equivalent experience. 3+ years of project management experience. Experience working with and leading diverse groups and matrix managed environments. Healthcare experience preferred.

Proficient with project management tools, MS-Project or other project management software, and MS-Office applications.

• Manage the full project life cycle including requirements gathering, creation of project plans and schedules, obtaining and managing resources, managing budget, and facilitating project execution, deployment, and closure.
• Utilize corporate and industry standard project management tools and techniques to effectively manage projects. Assist with establishment and maintenance of corporate project management methodology and other department procedures.
• Maintain detailed project documentation including meeting minutes, action items, issues lists, and risk management plans.
• Effectively communicate project status to all stakeholders.
• Negotiate with project stakeholders to identify resources, resolve issues, and mitigate risks.
• Coordinate cross-functional meetings with various functional areas to meet overall stakeholder expectations and company’s objectives.
• Provide functional and technical knowledge across multiple business and technical areas.
• Monitor the creation of all project deliverables to ensure adherence to quality standards including design documents, test plans, training materials, and operations documentation.
• Create and communicate project milestone documents, dashboards, ROI tables, and departmental success metrics. Competencies: Knowledge Worker: Integrity, Flexibility, Communication, Critical Thinking, Customer Focus, Decision Making, Planning and Organizing, Building Strategic Working Relationships, Technical and Professional Knowledge This is an excerpt of someone she put an offer out to: - Spent the most recent 3 years as a Business Analyst/Project Manager for a large client facing software team - Responsible for all project documentation including the BRD, FRD, Project Plans, UAT Plan, Implementation Plan and Data Specs - Provided weekly status reports with appropriate escalations, risks and impediments to Senior Exec team - Scrum methodology - Comfortable creating/presenting to executives or clients - Experienced with documenting complex requirements/functionality specs - Proficient in Microsoft Project, Microsoft Visio, and Microsoft Office Suite - Experience with Java programming, HTML, XML and SQL Additional Information: *both positions looking for someone with Microsoft CRM experience (we are using CRM as a system to manage our members; not as a Client/Sales tool) *healthcare experience preferred *strong analytical skills (especially for the BA III role) *strong critical thinking skills *ability to conceptualizing the end results *ability to quickly grasp our business process We are in a “fast-track” to complete documenting requirements in support of building a CRM instance that will act as our member management platform. Here’s a high level overview of what our member management system supports: Our member management platform (TransForum) supports and guides the health care professionals in providing services to each member. TransForum integrates all collected data and makes it accessible for health coaches to use during intervention calls with members. It is a task based system which allows for a health coach to easily see all services required by or associated with a member. The system will provide the user with a work schedule for a given period of time and will bring special attention to tasks which have become overdue. A user of the member management system will have a complete picture of the member and their support system available. The system provides a "providers" area where information reported from the member as well as information extracted from data feeds is located. The “providers” area will present to the users not only Physician information but also information regarding any of the following provider types: pharmacy, home health agency, clinic, caregiver, Community Resource, Group Practice, Facility, Durable Medical Equipment (DME), and Digital Monitoring Products (DMP). With this comprehensive perspective, health coaches have the insight to provide actionable information to best support each individual member Work Environment: Very employee and family oriented, laid back environment. Interview Information: 30 minute behavioral phone screen, then face-to-face with manager and current BA Who is the Internal/External Customer: Internal - having a better understanding of their data is critical to serving their customers. Impact to the Internal/External Customer Internal - executive manangement will have better analytics and the ability to make more educated decisions with respect to their strategy. All in an effort to provide a stronger service to their customers. Business Challenge: Nurtur is the process of remediating and cleansing their data. They have multiple reports that at the end of the day just don't make any sense to the executive management team. On top of that, the also cannot validate the quality of their own work. The work they are doing now is to correct all of this in order to become more organized and have the ability to strategize better. This position is needed to have some document the work that the DW team is doing to cleanse the data. EVP: Tremendous work/life balance. Very family/employee oriented organization. Excellent benefits. Non-Technical

Great communication skills, team player, self sufficient Why is position open?: Growth of current team Project Stage/Lifecycle Info: Analysis Technical Environment: Sql, Java, UAT Qualifications 9m contract position