Project Manager

Altai Systems delivers association-specific CRM software built on top of Microsoft Dynamics 365 CRM using the Power Apps suite of tools. We have an exciting opportunity available for a talented Project Manager to join our Professional Services Team. 

Our Project Managers are more than just project coordinators – they are skilled strategists, detailed analysts, and dynamic leaders that are relentless about customer satisfaction. They take the time to get to know our clients’ businesses intimately and exude a passion for streamlining processes and maximizing efficiencies.  

The client-facing Project Manager position is the ideal role for an experienced, detail-oriented, collaborative business leader that craves project success. 

Job Responsibilities: 

• Client Research 

• Work with the Sales team to gather detailed knowledge about a new client, their requirements, and how our proposed solution will best meet their needs. 

• Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process. 

• Coordinate internal transition meetings between the Sales team and the Project team to ensure all resources are well prepared to begin the engagement. 

• Project Kickoff and Discovery 

• Lead a project kickoff meeting to ensure all teams are well aligned and prepared for next steps. 

• Coordinate a thorough discovery and requirements analysis process to help our team understand the client’s business needs, goals, and objectives. 

• Documentation and Implementation 

• Review the requirements and documentation created by Altai’s Business Analyst. 

• Review business process specs, user stories, use cases, and test criteria for agreed upon requirements (base and custom). 

• Present project documentation to client team for sign-off. 

• Collaborate with Business Analysts, Consultants, and Developers to convey any custom requirements to internal project teams. 

• Work with clients to develop new best practice business processes that fit Altai’s software, out-of-the-box. 

• Project Planning and Management 

• Identify the appropriate internal project resources based on skillset, availability, and general fit to allocate to each project. 

• Assign and manage resources throu