CRM Implementation Manager

Lynton • Remote • 4 days ago

Lynton (founded 1999) is a digital innovation agency graduating from 16 years as a HubSpot Elite partner into platform-agnostic CRM implementation and integration. We serve small-medium enterprises and mission-based organizations with a focus on long-term partnership.

We’re hiring a CRM Implementation Manager to lead client projects from Discovery through go-live

You’ll own the entire project lifecycle:

  • Lead Discovery: stakeholder workshops, requirements gathering, platform evaluation
  • Manage Implementation: CRM configuration, data migration, system integration, training, go-live
  • Client relationship: primary point of contact, expectation management, trust-building
  • Team coordination: lead internal specialists (integration architects, migration experts, trainers)
  • Delivery: on-time, on-budget, high client satisfaction

What You’ll Do

Client Leadership

  • Serve as primary client contact and trusted advisor
  • Lead stakeholder workshops and requirements sessions
  • Facilitate platform selection and strategic decisions
  • Manage expectations and navigate organizational politics
  • Build consensus across competing priorities
  • Executive-level communication and presentations

Project Management

  • Manage projects from Discovery through go-live (4-8 months typical)
  • Coordinate internal team members and specialist partners
  • Track timeline, budget, risks, and issues
  • Produce client deliverables (requirements docs, recommendations, roadmaps)
  • Ensure quality of technical work (integrations, migrations, configurations)
  • Fixed-price or T&M project delivery (protect budget and margin)

Technical Coordination

  • Oversee CRM platform implementations (Salesforce, HubSpot, others)
  • Coordinate data migrations (on-premise, legacy systems, 100K+ to millions of records)
  • Manage integration projects (ERP, data warehouse, marketing automation, etc.)
  • Review technical work for quality (don’t need to execute, but must understand)
  • Coordinate with implementation team and integration developers
  • Ensure 99%+ data accuracy on migrations

Discovery & Strategy

  • Facilitate Discovery phases (6-8 weeks typical)
  • Conduct stakeholder workshops across multiple departments
  • Document requirements and prioritize features
  • Lead platform evaluation processes
  • Develop recommendations and implementation roadmaps
  • Present findings to steering committees

Required Qualifications

Experience

  • 5+ years managing CRM implementation projects
  • Led 3+ full CRM implementations (Discovery → go-live)
  • Implementation experience with Salesforce, HubSpot, and other CRMs
  • Data migration projects (100K+ records)
  • Multi-stakeholder projects (3+ departments or user groups)
  • Experience with nonprofits, cultural instititons, small-medium enterprises, or similar sectors

Skills

  • Project Management: Timeline, budget, risk, stakeholder coordination
  • Client Relationship: Trust-building, expectation management, difficult conversations
  • Workshop Facilitation: Requirements gathering, platform evaluation, consensus-building
  • Technical Understanding: CRM platforms, integrations, data migrations (coordinate specialists, not execute)
  • Communication: Written (deliverables, status reports) and verbal (presentations, meetings)
  • Strategic Thinking: See big picture, make informed recommendations, navigate trade-offs

Platform Knowledge

  • Salesforce (Nonprofit Cloud, Sales Cloud, configuration and workflows)
  • HubSpot (all Hubs)
  • Understanding of other CRM platforms (Dynamics, NetSuite, etc.)
  • Integration concepts (APIs, data sync, middleware)
  • Data migration methodologies

Preferred Qualifications

  • PMP, Agile, or Scrum certification
  • Salesforce Administrator or HubSpot certification
  • Experience with donor management systems (Raiser’s Edge), ticketing systems, association management software
  • Change management certification (Prosci, etc.)
  • Zoo, aquarium, museum, or cultural institution sector experience

What Success Looks Like

Project Outcomes:

  • On-time delivery (within committed timeline)
  • On-budget (within fixed-price quote, protecting margin)
  • High data accuracy (99%+ on migrations)
  • Strong user adoption (100% of trained staff using system)
  • Client satisfaction (NPS 9+, would refer Lynton)
  • Reference and case study obtained

Client Relationships:

  • Clients trust you as advisor
  • Stakeholders feel heard and aligned
  • Expectations managed throughout (no surprises)
  • Smooth escalation and issue resolution
  • Optional SyncSmart ongoing engagement (conversion)

Compensation & Benefits

This is a contract-to-hire opportunity.

Salary: Competitive, based on experience
Benefits: [Health insurance, 401k, PTO, etc. – add your specifics]
Remote work: Work from anywhere in US
Growth opportunity: Lead role on sector expansion, potential for permanent position

Our Culture

Remote-first: Distributed team across North America
Client-focused: Client success is our measure
Collaboration: Work with talented specialists
Professional development: Learn new platforms and sectors
Impact-driven: Serve mission-driven organizations
Integrity: Honest advice over sales tactics

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