Transformation Project Manager

Transformation Project Manager Reports To: VP of Operations Department: Client Services Employment Type: Full-Time Role Overview The Transformation Project Manager owns the delivery of HarvestROI's HubSpot transformation engagements. As a delivery leader, you will drive accountability, protect scope, manage risk proactively, and ensure the client receives a production‑ready HubSpot system that achieves the business outcomes defined at the start of the engagement. Equally important is delivering an exceptional client experience: building trust, maintaining clear and proactive communication, and ensuring the client feels confident, supported, and successful at every stage of the transformation. Key Responsibilities Delivery Leadership & Project Execution Own the full delivery lifecycle of every transformation engagement — from blueprint sign‑off through hypercare close‑out Build, maintain, and actively manage the project workplan in ClickUp — sprints, milestones, task assignments, dependencies, and due dates updated in real time Run biweekly sprint planning and sprint demo sessions — facilitate with support from the Solutions Architect Drive every phase gate, coordinate deliverable completion, manage the sign‑off process, and ensure no phase begins without the prior gate formally passed Track milestone health daily — surface blockers within 24 hours, resolve or elevate within 48 Ensure every ClickUp task has an owner, due date, and clear description at all times Risk Management & Scope Control Own and maintain the RAID Log for every active engagement — logging all risks, actions, issues, and decisions within 24 hours of identification Surface high‑severity risks to the Director of Client Services immediately Own the Change Request process end‑to‑end: identify scope additions, prepare the CR document, route for internal approval, present to the client, and track written approval before work begins Hold the scope line professionally — no out‑of‑scope work proceeds without a signed CR Monitor budget burn weekly — flag at 80% consumption and proactively communicate timeline or scope adjustments Client Communication & Relationship Management Serve as the primary client contact for all delivery‑related communication Distribute a written weekly status report to every client every Monday, covering status, accomplishments, upcoming priorities, risks, and decisions needed Facilitate all client‑facing meetings — kickoff sessions, weekly syncs, sprint demos, and phase gate reviews — with prepared agendas distributed in advance Send same‑day written follow‑ups after every client meeting documenting decisions, action items, and next steps Respond to client Slack messages within 4 business hours — escalating immediately if unable Co‑own client health during execution with the Solutions Architect — surface satisfaction concerns early HubSpot Knowledge & Technical Fluency Maintain working knowledge of HubSpot's CRM Suite — sufficient to understand what is being built, anticipate complexity, and communicate accurately with clients and the Solutions Architect Understand HubSpot's core objects (Contacts, Companies, Deals, Tickets), pipeline architecture, workflow logic, and reporting capabilities well enough to assess feasibility of scope changes Read and interpret the Solution Blueprint — effectively manage its delivery Recognize when client requests represent HubSpot platform limitations versus scope additions — and respond accordingly Coordinate AdoptionHub training delivery: understand the training curriculum, track completion rates, and gate go‑live on confirmed training milestones Stay current on HubSpot product updates that may affect active engagements — flag relevant changes to the Solutions Architect proactively Quality Assurance & Enablement Drive the UAT process — coordinate test execution, track defect resolution in ClickUp, and confirm all acceptance criteria are met before advancing to go‑live Coordinate AdoptionHub training enrollment and track completion — no go‑live proceeds without confirmed training milestones met Own the Go/No‑Go checklist process — facilitate the formal review meeting and secure written client sign‑off before any production deployment Maintain engagement documentation in ClickUp — every phase, decision, and sign‑off traceable and accessible to all team members Contribute to post‑engagement retrospectives — deliver the engagement summary pre‑read, facilitate the internal review, and submit the retro output document to the Director of Client Services Internal Operations & Continuous Improvement Participate actively in the biweekly Transformation Project Review — provide accurate project health data, surface blockers, and bring solutions Attend weekly PM Team meetings — contribute to team scorecard reviews, surface patterns, and engage in peer coaching Log time daily and enforce time hygiene across the project team Recommend improvements to ClickUp templates, SOPs, and delivery processes based on patterns observed in active engagements Client Delivery & Enablement Support go‑live readiness, ensuring systems are functional, accurate, and scalable Deliver executive‑level summaries of architecture and outcomes Train client stakeholders on system design, structure, and reporting usage Ensure smooth handoff to Client Success or ongoing support teams Non‑Negotiables No work without a plan – every engagement launches with a complete ClickUp workplan before the first deliverable is touched No build without Blueprint sign‑off – no HubSpot configuration begins until the Solutions Architect’s Solution Blueprint is signed off by the client in writing No scope change without a CR – every addition requires a documented Change Request with internal approval before work begins No week without a status report – a written status report is distributed to every client every Monday No hidden risks – all risks, issues, and blockers are logged in the RAID Log within 24 hours of identification and communicated proactively to the client No confusion for the client – the client always understands status, next steps, risks, and decisions required GWC (Gets It, Wants It, Capacity to Do It) Gets It Deeply understands that a PM’s power is in delivery excellence — not strategy or technical design Grasps the difference between coordinating tasks and leading delivery: drives outcomes, holds accountability, and makes things happen Understands HubSpot’s platform well enough to have credible conversations with clients and the Solutions Architect about what is being built and why it matters Understands that scope discipline, proactive communication, and risk management are not bureaucracy — they are what creates client trust Wants It Genuinely motivated by delivery excellence — satisfaction when a project closes on time, on budget, with a client who experiences zero surprises Takes personal ownership of client outcomes — not just task completion Wants to grow as a strategic delivery leader, not stay in a coordination role Energized by process, structure, and rigor — sees them as the foundation of great client service, not obstacles Capacity to Do It Proven ability to manage multiple simultaneous transformation engagements without sacrificing quality or communication on any of them Can facilitate complex client conversations — including difficult ones about scope, budget, and timeline — with professionalism and clarity Operates effectively alongside a Solutions Architect and defers to technical expertise while maintaining delivery authority Maintains delivery rigor under pressure — doesn’t cut corners on documentation, RAID logging, or status reporting when things get busy Core Values Alignment Quality – Every deliverable is reviewed before it leaves the PM’s hands; good enough is not the standard Client First – The client’s experience of this engagement is the PM’s responsibility; they should feel informed, respected, and confident at every stage Accountability – The PM owns project outcomes, not just activities; surfacing and resolving problems immediately Collaboration – Works in genuine partnership with the Solutions Architect, not as a subordinate or gatekeeper, but as a peer with complementary accountability Continuous Improvement – Uses every engagement retrospective as a real learning opportunity and recommends process improvements based on what the field reveals Qualifications & Experience Required 3+ years of project management experience in a client‑facing, technology consulting, or SaaS implementation environment Demonstrated experience managing complex, multi‑phase technology projects — not just task tracking or coordination Working knowledge of HubSpot CRM — comfortable discussing pipelines, workflows, objects, and integrations without technical support Proven experience with structured project management methodologies (Agile, Scrum, hybrid sprint‑gate models) Exceptional written communication skills — status reports, meeting follow‑ups, and escalations are clear, concise, and always on time Experience with ClickUp, Asana, or equivalent project management platforms — including custom fields, views, and automation Demonstrated ability to hold scope, manage CRs professionally, and protect project budget without damaging client relationships Preferred HubSpot certifications — HubSpot CRM, Sales Hub, Marketing Hub, or Operations Hub PMP, PMI‑ACP, or CSM certification — demonstrates commitment to the craft of project management Experience working in a RevOps, marketing operations, or sales operations consulting context Familiarity with RAID logging, phase‑gated delivery models, and formal change control processes Experience using Slack Connect, Loom, and AdoptionHub (or equivalent training platforms) in client‑facing roles Tools & Systems HubSpot CRM Suite – Deep familiarity required; must understand what is being built and communicate about it credibly with clients and the Solutions Architect ClickUp – Source of truth for all delivery. Workplan, sprint backlog, RAID log, CR log, and client health scores all live here Slack Connect – Primary client communication channel; respond within 4 business hours AdoptionHub – Client training platform; coordinate enrollment, track completion, and gate go‑live on confirmed training milestones Loom – Capture sprint demos, async client updates, and training walkthroughs; distribute links in Slack and ClickUp Lucidchart – Process maps and architecture diagrams; ensure all diagrams referenced in the Solutions Architect’s blueprint are linked in ClickUp Benefits Full‑time position with competitive compensation and benefits Hybrid work model with flexible remote options Opportunities for career growth and professional development Collaborative and mission‑driven culture focused on delivering real client impact Supportive management and emphasis on work‑life balance Equal Opportunity Statement HarvestROI is an equal opportunity employer. We celebrate diversity and are committed to providing a work environment free from discrimination and harassment. #J-18808-Ljbffr