Project Manager, Business Administration, CRM Systems & Management

Project Manager

Location: Atlanta, GA (100% Onsite)

Type: Direct Hire

Compensation: Competitive Salary

Presented by: The Intersect Group

The Intersect Group is partnering with a well-established and growing professional services organization that supports a diverse portfolio of business initiatives and client engagements. The company is recognized for its commitment to operational excellence, relationship-driven service, and collaborative problem-solving. Employees enjoy a professional, team-oriented environment where innovation, accountability, and continuous improvement are highly valued. This opportunity offers direct exposure to senior leadership, meaningful career growth, and the ability to make a measurable impact across the organization.

The Project Manager will serve as a central point of coordination across multiple projects, stakeholders, and operational initiatives. This individual will help drive accountability, maintain visibility into key priorities, and ensure projects remain organized, on schedule, and executed with a high degree of professionalism.

Working closely with leadership, the Project Manager will oversee project tracking, workflow management, stakeholder coordination, reporting, documentation, and process improvement initiatives. This role requires a detail-oriented professional who thrives in a fast-paced environment and enjoys bringing structure and efficiency to complex projects.

• Coordinate multiple active projects, engagements, and operational initiatives across the organization
• Track project timelines, milestones, deadlines, deliverables, and action items to ensure successful execution
• Facilitate project meetings, status updates, stakeholder communications, and follow-up activities
• Maintain project plans, documentation, reports, schedules, and workflow trackers
• Utilize Salesforce to manage project activity, reporting, workflow coordination, and relationship tracking
• Maintain accurate Salesforce records, dashboards, reports, and data integrity
• Coordinate information requests, due diligence materials, approvals, and project documentation
• Monitor project risks, bottlenecks, delays, and outstanding deliverables while driving timely resolution
• Prepare leadership reporting that provides visibility into project status, priorities, deadlines, and open issues
• Coordinate communication among clients, consultants, attorneys, accountants, vendors, and internal stakeholders
• Support development of standard operating procedures, templates, reporting frameworks, and workflow guides
• Identify opportunities to improve operational efficiency, communication, accountability, and project execution

• 3+ years of experience in project management, operations, professional services, client services, consulting, financial services, or related environments
• Proven experience managing multiple projects, deadlines, stakeholders, and deliverables simultaneously
• Strong Salesforce experience or proficiency with comparable CRM and workflow management systems
• Advanced proficiency with Microsoft Outlook, Excel, Word, and Power Point
• Experience creating project reports, dashboards, meeting summaries, status updates, and documentation
• Ability to effectively coordinate with executive leadership and external stakeholders
• Strong organizational skills with exceptional attention to detail and follow-through
• Ability to manage confidential business information with professionalism and discretion
• Excellent written and verbal communication skills

• Experience with in professional services, consulting, financial services, banking, accounting, legal services, commercial real estate, or similar industries
• Salesforce reporting, dashboard development, workflow automation, and CRM optimization experience
• Familiarity with project management software, virtual data rooms, compliance tracking systems, and electronic signature platforms
• Experience supporting due diligence processes, transaction coordination, investor communications, or strategic business initiatives
• Bachelor's degree preferred
• PMP, CAPM, Salesforce, or related certifications are beneficial