Sales Operations Junior Project Manager

The Opportunity

The Sales Operations Junior Project Manager (Jr PM) supports the successful delivery of Sales Operations projects and initiatives, including CRM (Microsoft Dynamics 365) enhancements and broader operational improvements.

This role partners closely with Sales Operations leaders, CRM/technical teams, and business stakeholders to coordinate project activities, document requirements, track progress, and ensure initiatives are delivered on time and aligned to business goals.

 

What You’ll Do

• Support Sales Operations projects and initiatives end-to-end, including the CRM Innovations team, process improvement, reporting, and enablement efforts.
• Document and manage business requirements (BRDs, user stories, acceptance criteria) and support requirements validation.
• Assist with business process analysis and continuous improvement across Sales Operations workflows.
• Coordinate project workstreams, including plans, tasks, dependencies, risks, and follow‑ups.
• Support intake, discovery, and triage of CRM requests by clarifying scope, documenting assumptions, and routing to appropriate owners.
• Communicate project status, risks, and decisions clearly to business and technical stakeholders.
• Partner with the CRM team to translate business needs into system requirements and maintain alignment through delivery.
• Support Sales Operations and CRM related activities such as reporting needs (views, dashboards), workflow automation (Power Automate), and release coordination.
• Assist with testing and release readiness, including test case support, UAT coordination, defect tracking, and training or release communications.
• Maintain project documentation, plans, and trackers; coordinate recurring project routines and meetings.
• Track risks, issues, and decisions; escalate as needed; and contribute to lessons learned and continuous improvement.

 

What We Expect from You

• Bachelor’s degree in business, information systems, engineering, or a related field (or equivalent experience).
• 2–3 years of experience supporting projects, operations, business analysis, or CRM‑related initiatives.
• Working knowledge of project management fundamentals (Agile/Scrum or Waterfall); CAPM, CSM, or similar certification is a plus.
• Strong organizational skills with the ability to manage multiple priorities and follow through on commitments.
• Clear written and verbal communication skills; comfortable working with both business and technical teams.
• Experience documenting processes and requirements and translating business needs into actionable detail.
• Proficiency with Microsoft 365 (Teams, SharePoint) and familiarity with work tracking tools (e.g., Azure DevOps, Jira) is a plus.
• Exposure to Microsoft Dynamics 365 and related concepts (Dataverse, workflows/Power Automate, security roles, reporting) preferred.
• Demonstrates openness to innovation by embracing and applying evolving technology and AI tools to enhance workflows, solve problems, and drive continuous improvement.
• Must have authorization to work permanently in the U.S.

 

 

As you consider applying for a position at Ulteig, we encourage you to think outside the box – because we do! You might not meet 100% of the skills listed in a description, but we are committed to hiring people with exceptional talent, ability and potential, and then creating an environment where they can become the best versions of themselves. We don’t want to miss out on the possibility of speaking with the next outstanding Ulteig team member, so please apply if you think this role is a great match for your unique skills and strengths. And, yes, relevant military experience is absolutely considered for transitioning service members.

 

What You Can Expect from Ulteig

Ulteig is a purpose-driven organization that has built a culture focused on people, both our clients and our employees, for over 80 years. Working at Ulteig is more than a job, opening opportunities to make an impact by creating and solving for a sustainable future. We recognize our success relies heavily on the dedication and focus of our workforce; this is why we make investing in our employees a top priority. We prioritize flexibility and staying connected to meet your needs and help you achieve your goals. We value your unique perspective, respect your individuality, and celebrate your contributions. At Ulteig, we take our success and the success of our clients personally.

We offer our team members:

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