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CRM Sr. Project Manager

Pacific Life Insurance Company Newport Beach, CA

Job Description

Currently we are seeking a talented CRM Sr. Project Manager to be a part of the Pacific Life Next Generation Customer Relationship Management (CRM) Platform Center of Excellence (CoE). This transformational team is helping to redefine how customer relationships and data are managed on a single platform for Pacific Lifes retail businesses across marketing, sales, and service utilizing tools from Salesforce.
The CRM CoE is rooted in an agile based project management environment with iterative development, where requirements and solutions evolve through collaboration between self-organizing, cross-functional teams. Capabilities are being deployed in a series of foundational phases with the COE responsible for ongoing operations support, governance, and managing the program back log and capability enhancements.


In support of the Program Manager of the Next Generation Customer Relationship Management (CRM) Program Center of Excellence (COE), the Senior Project Manager is responsible for applying and executing traditional project management methodology on various agile implementation deliverables across the Marketing, Sales and Service Scrum Teams.  Oversees projects by analyzing complex business processes and providing viable solutions, manages project meetings with sponsors and communicates results, coordinates implementation phases if applicable with affected departments and manages ongoing maintenance of projects.  In partnership with sponsors, program managers, and business leaders, this person will also focus on ensuring the NextGen CRM Program continues to provide business value to stakeholders and sponsors including changes to business processes, systems and technology, job roles and organization structures.

Project management scope to also include the maintenance and completion of NextGen CRM Program CoE deliverables such as program governance standards, presentation development, budgets, financial tracking, software inventory lists, project tracking in JIRA, use of tools from Salesforce.com and change management communication. Applies design thinking and other innovative methodologies to effectively facilitate cross-functional project teams in an agile working environment. Assesses impacts and helps develops strategies to navigate the organization through change. Comfortable with influencing change with user adoption of new solution. Exercises good judgment regarding when and how to escalate issues. This individual contributor position requires extensive collaboration across Corporate and the divisions.


3-5 years project management experience, preferably in the financial services industry at encompassing increasing levels of project complexity.  Ability to multi-task and drive projects to successful completion by target date.  Effective communication, negotiation and influencing skills.  Possess excellent customer service, research and analysis skills.  Requires good organizational/documentation skills and the ability to work independently. Ability to work effectively with all levels of division and corporate management.  Ability to anticipate, identify and overcome impediments to project success.  Four-year college degree preferred.
 Strong project management skills, including influencing skills and the ability to manage multiple tasks and deliverables efficiently
 Experience with project delivery responsibilities for complex projects from proposal development to post-implementation close-out
 Excellent communicator and presenter with proven success in developing client relationships and managing client expectations
 Strong numbers orientation and attention to detail, including knowledge of basic statistical and mathematical calculations
 Experience in organizing and analyzing data into actionable conclusions and recommendations for presentation to business owners in a clear, concise, and easily understandable manner
 Ability to work effectively both independently and as part of a team
 Experience with Agile practices
 Competency in Microsoft applications including Word, Excel, PowerPoint, and Outlook
 Knowledge file management and other administrative procedures
 Ability to work on tight deadlines
 Demonstrates organizational, time management, oral and written communications, and multi-tasking skills
 Ensures all objectives and deliverables are consistent with sponsor expectations
 Proactively identify innovation opportunities (e.g., new communication options & idea sharing)
 Possess excellent customer service, critical thinking, research and analysis skills
 Possesses business process experience & acumen
 Ability to work effectively with all levels of division and corporate management
 Ability to anticipate, identify and overcome impediments to project success
 4-year college degree
 3+ years of experience and/or MBA
 PMP certifications highly preferred as well as Change management certification or designation desired; Prosci Certification a plus



Job Details

Date Posted December 4, 2018
Date Closes January 3, 2019
Requisition 561395
Located In Newport beach, CA
SOC Category 00-0000.00