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 CRM Sr. 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 possible 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. Role will also directly partner with Portfolio Managers in applicable business units for managing demand across the NextGen CRM Program in alignment with existing project portfolio management processes.
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. Exercises good judgment regarding when and how to escalate issues. This individual contributor position requires extensive collaboration across the enterprise.
FACTORS FOR SUCCESS
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. Strong 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.
- 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
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Celebrating 150 years of service in 2018, Pacific Life offers life insurance, annuities, and mutual funds, along with a variety of investment products and services, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you’re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow. For additional company information, including current financial strength ratings, visit http://www.PacificLife.com. To explore the heritage of Pacific Life and learn more about our history, visit http://www.pl150years.com.Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: • Competitive salary and bonus program • Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees • Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) • Generous vacation time and holiday pay • And much more!Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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