Skills

Communication Leadership Salesforce Dynamics CRM Facilitation Organization

Job Specifications

Job Description:

We are seeking an experienced Senior Project Manager or PM/BA hybrid to support a short-term engagement focused on CRM current-state assessment and vendor selection. This role will act as an objective advisor, helping the organization evaluate CRM options and define a realistic roadmap and timeline for implementation.

This is a fast-moving, outcome-driven engagement suited to someone between contracts or available on a part-time basis, provided they can commit sufficient time.

Key Responsibilities
Lead a current-state assessment of the existing CRM environment, processes, data, and pain points
Engage business and technical stakeholders to understand functional and non-functional CRM needs
Define evaluation criteria and guide comparison of CRM platforms (e.g., Salesforce, Dynamics 365, Zoho)
Support or lead the CRM vendor selection process, including options analysis and recommendations
Provide an objective, platform-agnostic perspective on trade-offs, risks, and fit
Estimate overall effort, timeline, and delivery approach for the CRM initiative
Produce clear, concise recommendations and next steps for leadership

Required Experience & Skills
8+ years of experience as a Project Manager, Delivery Lead, or PM/BA hybrid
Strong CRM domain expertise, including prior involvement in CRM assessments or implementations
Proven experience supporting or leading vendor selection initiatives
Exposure to at least one of Salesforce, Microsoft Dynamics 365, or Zoho (multi-platform experience strongly preferred)
Ability to operate independently in a short-term, ambiguous engagement
Strong stakeholder communication and facilitation skills
Experience translating business needs into actionable recommendations and timelines

Nice to Have
Experience in SaaS or technology-enabled platforms
Background in advisory or consulting-style engagements
Familiarity with CRM integrations, data migration considerations, and change impacts

Affinity Earn:

Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/

About Affinity:

Affinity Group is a technology and business consulting and services company. We believe in creating long term relationships between clients and consultants that foster a mutually beneficial partnership. Affinity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need.

For more information on Affinity, please visit www.affinity-group.ca

Job Number: 12989

About the Company

Welcome to Affinity Group -- your trusted partner in business and technology consulting. As a carbon-neutral company certified by ClimatePartner and recognized by the Globe and Mail as one of Canada's fastest-growing companies, we are dedicated to delivering an unrivalled experience for our employees, consultants, and clients. Professional Excellence Across Disciplines: - Cyber Security Solutions: Protecting your operations with cutting-edge security measures. - Data Analytics and Business Intelligence: Transforming data in... Know more