Transformation Project Manager

Transformation Project Manager

Reports To:

VP of Operations
Department:
Client Services

Employment Type:

Full-Time

The Transformation Project Manager owns the delivery of Harvest

ROI's Hub Spot transformation engagements. As a delivery leader, you will drive accountability, protect scope, manage risk proactively, and ensure the client receives a production‑ready Hub Spot 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.

• 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 Click Up — 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 Click Up task has an owner, due date, and clear description at all times

• 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

• 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

• Maintain working knowledge of Hub Spot's CRM Suite — sufficient to understand what is being built, anticipate complexity, and communicate accurately with clients and the Solutions Architect
• Understand Hub Spot'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 Hub Spot platform limitations versus scope additions — and respond accordingly
• Coordinate Adoption Hub training delivery: understand the training curriculum, track completion rates, and gate go‑live on confirmed training milestones
• Stay current on Hub Spot product updates that may affect active engagements — flag relevant changes to the Solutions Architect proactively

• Drive the UAT process — coordinate test execution, track defect resolution in Click Up, and confirm all acceptance criteria are met before advancing to go‑live
• Coordinate Adoption Hub 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…