CRM Implementation Manager

Lynton (founded 1999) is a digital innovation agency graduating from 16 years as a HubSpot Elite partner into platform-agnostic CRM implementation and integration. We serve small-medium enterprises and mission-based organizations with a focus on long-term partnership.

We're hiring a CRM Implementation Manager to lead client projects from Discovery through go-live

You'll own the entire project lifecycle:

• Lead Discovery: stakeholder workshops, requirements gathering, platform evaluation
• Manage Implementation: CRM configuration, data migration, system integration, training, go-live
• Client relationship: primary point of contact, expectation management, trust-building
• Team coordination: lead internal specialists (integration architects, migration experts, trainers)
• Delivery: on-time, on-budget, high client satisfaction

Client Leadership

• Serve as primary client contact and trusted advisor
• Lead stakeholder workshops and requirements sessions
• Facilitate platform selection and strategic decisions
• Manage expectations and navigate organizational politics
• Build consensus across competing priorities
• Executive-level communication and presentations

Project Management

• Manage projects from Discovery through go-live (4-8 months typical)
• Coordinate internal team members and specialist partners
• Track timeline, budget, risks, and issues
• Produce client deliverables (requirements docs, recommendations, roadmaps)
• Ensure quality of technical work (integrations, migrations, configurations)
• Fixed-price or T&M project delivery (protect budget and margin)

Technical Coordination

• Oversee CRM platform implementations (Salesforce, HubSpot, others)
• Coordinate data migrations (on-premise, legacy systems, 100K+ to millions of records)
• Manage integration projects (ERP, data warehouse, marketing automation, etc.)
• Review technical work for quality (don't need to execute, but must understand)
• Coordinate with implementation team and integration developers
• Ensure 99%+ data accuracy on migrations

Discovery & Strategy

• Facilitate Discovery phases (6-8 weeks typical)
• Conduct stakeholder workshops across multiple departments
• Document requirements and prioritize features
• Lead platform evaluation processes
• Develop recommendations and implementation roadmaps
• Present findings to steering committees

Experience

• 5+ years managing CRM implementation projects
• Led 3+ full CRM implementations (Discovery → go-live)
• Implementation experience with Salesforce, HubSpot, and other CRMs
• Data migration projects (100K+ records)
• Multi-stakeholder projects (3+ departments or user groups)
• Experience with nonprofits, cultural instititons, small-medium enterprises, or similar sectors

Skills

• Project Management: Timeline, budget, risk, stakeholder coordination
• Client Relationship: Trust-building, expectation management, difficult conversations
• Workshop Facilitation: Requirements gathering, platform evaluation, consensus-building
• Technical Understanding: CRM platforms, integrations, data migrations (coordinate specialists, not execute)
• Communication: Written (deliverables, status reports) and verbal (presentations, meetings)
• Strategic Thinking: See big picture, make informed recommendations, navigate trade-offs

Platform Knowledge

• Salesforce (Nonprofit Cloud, Sales Cloud, configuration and workflows)
• HubSpot (all Hubs)
• Understanding of other CRM platforms (Dynamics, NetSuite, etc.)
• Integration concepts (APIs, data sync, middleware)
• Data migration methodologies

• PMP, Agile, or Scrum certification
• Salesforce Administrator or HubSpot certification
• Experience with donor management systems (Raiser's Edge), ticketing systems, association management software
• Change management certification (Prosci, etc.)
• Zoo, aquarium, museum, or cultural institution sector experience

What Success Looks Like

Project Outcomes:

• On-time delivery (within committed timeline)
• On-budget (within fixed-price quote, protecting margin)
• High data accuracy (99%+ on migrations)
• Strong user adoption (100% of trained staff using system)
• Client satisfaction (NPS 9+, would refer Lynton)
• Reference and case study obtained

Client Relationships:

• Clients trust you as advisor
• Stakeholders feel heard and aligned
• Expectations managed throughout (no surprises)
• Smooth escalation and issue resolution
• Optional SyncSmart ongoing engagement (conversion)

This is a contract-to-hire opportunity.

Salary: Competitive, based on experience
Benefits: [Health insurance, 401k, PTO, etc. - add your specifics]
Remote work: Work from anywhere in US
Growth opportunity: Lead role on sector expansion, potential for permanent position

Remote-first: Distributed team across North America
Client-focused: Client success is our measure
Collaboration: Work with talented specialists
Professional development: Learn new platforms and sectors
Impact-driven: Serve mission-driven organizations
Integrity: Honest advice over sales tactics