CRM Consulting Intern - Project Management

Twin Falls, ID (Remote) Sep 2025 – Present

Deliver CRM-focused client work across Salesforce and Microsoft Dynamics 365. Own scope, schedule, budget, and client satisfaction with a steady, collaborative approach. Coordinate cross-functional teams to plan, build, test, cut over, and stabilize solutions.

Salesforce & D365
CRM Project Management
CRM Platform
$100K+
Project Budgets Managed
T&M / Fixed
On-scope | On-time
Governance & cadence
RAID & Change

Role Summary

  • Manage budget, timeline, scope, profitability, and client satisfaction for mid- to large-size CRM engagements.
  • Focus on Salesforce with adjacent workstreams in Microsoft Dynamics 365.
  • Lead cross-functional delivery across consultants, developers, and stakeholders.
  • Own planning, status, and risk cadences; keep documentation and communications current and precise.

Delivery & Governance

  • Proactively manage project scope, risks, and stakeholder expectations; reset expectations with clear, confident communication.
  • Foster healthy, collaborative relationships with clients and internal teams.
  • Maximize project profitability while maintaining high standards of client service.
  • Coordinate milestones from design through testing, cutover, go-live, and stabilization.

Operations & Controls

  • Keep core artifacts accurate and current: project record, plan, RAID, and resource allocations.
  • Ensure accurate time entry; manage invoicing and accounts receivable.
  • Maintain delivery velocity with appropriate staffing, measurable outcomes, and active client engagement.

Tools & Platforms

  • CRM platforms (Salesforce, Microsoft Dynamics 365)
  • Work management & scheduling tools
  • Collaboration & documentation suites
  • Time entry, invoicing, and financial tracking systems
  • Team communication & status reporting channels
Microsoft Solutions NetSuite Smartsheets

PM Competencies

  • Resource allocations & capacity planning
  • Budget tracking & margin protection
  • Risk registers & RAID governance
  • Change control & scope management
  • Cutover planning & go-live readiness
  • Time entry accuracy, invoicing, A/R follow-up
Agile Cadences Change Control

PACO Operating Principles

Proactivity
Surface risks early. Drive clarity.
Assertiveness
Protect scope, timeline, budget.
Communication
Concise status. Clear changes.
Organization
Tidy RAID. Clean allocations.

Future Consultants Program

Eide Bailly’s Future Consultants program develops high-performing interns into consultants through structured training, shadowing, and mentored delivery—emphasizing ownership, clarity, consistent execution, and client satisfaction to build readiness for the next role.