CRM Project Manager

Role Overview

The CRM Project Manager is responsible for delivery execution of CRM initiatives for the MarineMax Superyacht Division, with an immediate focus on the migration from Microsoft Dynamics to HubSpot.

This role owns planning, coordination, timelines, dependencies, and communication, ensuring CRM projects are delivered predictably and with minimal disruption to the business. The CRM Project Manager works under the direction of the CRM Manager, who owns platform strategy, standards, and final decision-making.

This position does not perform hands-on CRM configuration, development, or data engineering. Technical execution is handled by internal teams and external vendors.

Key Responsibilities

CRM Migration & Project Execution (≈45-50%)

• Own execution of the Microsoft Dynamics to HubSpot migration from a project management perspective.
• Develop and maintain detailed project plans, milestones, dependencies, and go-live readiness criteria.
• Coordinate migration activities including data preparation, testing, validation, and cutover.
• Ensure delivery aligns with CRM standards and priorities defined by the CRM Manager.
• Drive post-migration handoff and stabilization activities.

Project Planning, Tracking & Reporting (≈25-30%)

• Maintain clear visibility into project status, risks, and dependencies across all CRM initiatives.
• Track milestones, deliverables, and action items to completion.
• Provide concise, executive-ready status updates to the CRM Manager and stakeholders.
• Ensure decisions, scope changes, and dependencies are documented and communicated.
• Use standard project management tools to manage delivery and collaboration.

Cross-Functional Coordination

• Act as the primary coordination point between CRM, Development, vendors, and business teams.
• Translate approved business requirements into actionable project tasks.
• Align stakeholders on delivery sequencing, timelines, and expectations.
• Facilitate structured project meetings to drive clarity and momentum.

Risk, Issue & Dependency Management

• Identify delivery risks early and propose mitigation plans.
• Track issues through resolution and confirm outcomes.
• Escalate critical risks and blockers with context, impact, and recommended options.
• Manage cross-team dependencies to prevent delivery delays.

Accountability & Follow-Through

• Track commitments and action items from project meetings.
• Follow up with owners to ensure deadlines and quality standards are met.
• Reinforce delivery discipline while maintaining effective working relationships.
• Support change management efforts by coordinating communications and readiness activities.

Key Result Areas

• CRM migration project delivery (Dynamics to HubSpot)
• CRM project planning, scheduling, and execution
• Timeline, milestone, and dependency management
• Cross-functional coordination and delivery alignment
• Risk, issue, and escalation management
• Project tracking, reporting, and stakeholder communication
• Post-migration handoff and stabilization support
• Change management coordination and readiness support