Implementation Lead Outlook / CRM

Hybrid Boston / Seaport 1-2 days per wk. Candidates must be local. No relo

We are seeking an experienced Implementation Lead to support the cross-functional rollout of a new tool integrating Outlook with CRM. The tool will automatically identify and sync MDP contacts and activity from email and calendar data into CRM, enabling richer client relationship insights and improved data quality.

The Implementation Lead will play a central role at the intersection, serving as the connective tissue across all workstreams. This role blends program management, technical integration work, and change-support responsibilities.

Qualifications

8+ years of experience in technology implementation, experience with cross-functional rollout of a new tool integrating Outlook with CRM

Demonstrated ability to apply project management best practices (e.g., milestone tracking, risk management, governance cadence).

Strong technical proficiency - able to understand system architecture, data integration, and workflow design at a conceptual level.

Exposure to change management or transformation programs, with understanding of what drives adoption and behavioral change.

Experience coordinating or managing projects involving multiple technical systems (e.g., Outlook, CRM, or similar enterprise applications).

Experience supporting pilot-to-scale transitions preferred

PMP or equivalent certification a plus