EverTrue

Project Manager

• Manage new customer implementations from start to finish, including planning, execution, dependency management, and tracking milestones/deliverables, with consistent stakeholder communication.
• Manage reimplementation projects for existing customers, covering product add-ons, data resets, or CRM migrations.
• Act as the customer's advocate and the main point of contact between our teams and the customer throughout the implementation.
• Continuously improve implementation processes, leveraging AI for agendas, to capture meeting minutes, and creating documentation
• Travel to customer locations as needed during the projects.
• Manage implementations efficiently, meeting timelines, updating stakeholders, and ensuring customer satisfaction.
• Handle customer change requests by coordinating with relevant internal resources.
• Work with the implementation consultant, the customer success team and other internal teams to achieve positive customer outcomes during the implementation
• Help new and existing customers prepare, transform, and automate data transfers to/from EverTrue.
• Identify and recommend EverTrue products and solutions aligned with customer needs, and relay opportunities to the account executive.
• Inform the customer success manager when the customer is ready for training.
• Identify and develop process improvements and tools with the customer operations team to streamline implementations.
• Manage internal technical documentation and propose updates to customer-facing documentation with the enablement team.
• Support the sales team on pre-sale calls to discuss implementation, automation, and authentication requirements.
• Undertake special internal projects as assigned by leadership, based on skillset and availability.