Technical Project Manager

Technical Project Manager – 12 Month Fixed Term

Hybrid, London - City

Full time, Fixed Term

Salary: £57,500 - £72,000

Your role:

The role holder will have expertise in Microsoft Dynamics 365, Business Central, and Microsoft CRM suite implementations for the education and membership sectors. The role holder will also have experience working with market-leading Learning Management Systems (LMS) that support assessments, CPD (Continuing Professional Development), revision, and member records. This role will be instrumental in managing technology projects, optimizing processes, and ensuring successful system implementations that enhance student and member experiences.

Key Responsibilities:

Project & Technical Delivery Management:

• Lead the end-to-end delivery of technical projects, from initiation through to implementation and handover into operations.
• Ensure projects are delivered to agreed scope, schedule, budget, and quality, applying appropriate delivery methodologies including Agile, DSDM, and Waterfall.
• Develop and maintain detailed delivery plans, tracking progress and proactively managing risks, issues, and dependencies.
• Coordinate internal technical teams and external suppliers to ensure seamless delivery across multiple platforms and services.

Platform Implementation & Integration:

• Oversee the implementation, configuration, and optimisation of core platforms, including Microsoft Dynamics 365 Business Central and CRM solutions.
• Ensure effective integration between membership, learning, finance, and operational systems, including Learning Management Systems and related platforms.
• Work closely with vendors and internal IT teams to manage upgrades, enhancements, and configuration changes.
• Ensure technical solutions are scalable, secure, and aligned with architectural and governance standards.

LMS, Learning & Membership Systems:

• Lead delivery activity relating to LMS and member-facing platforms, ensuring support for assessments, CPD tracking, revision tools, and learner and member record management.
• Ensure system functionality aligns with business processes and user needs across education, membership, and professional standards teams.
• Support improvements to learner and member journeys through effective use of technology and integration.

Stakeholder Engagement & Communication:

• Act as the primary delivery interface between business teams, IT colleagues, and external suppliers.
• Facilitate clear and structured communication, ensuring stakeholders have visibility of progress, risks, and delivery decisions.
• Support business stakeholders in articulating requirements and understanding technical constraints and options.
• Manage expectations and ensure alignment between business objectives and technical delivery outcomes.

Risk, Issue & Quality Management:

• Identify and manage technical and delivery risks, implementing mitigation strategies and escalating issues where required.
• Ensure appropriate governance, change control, and assurance processes are followed throughout the project lifecycle.
• Oversee testing activities, including system testing and User Acceptance Testing, ensuring solutions meet agreed functional and non-functional requirements.
• Ensure quality standards are met prior to go-live, supporting stable and controlled deployment.

Data, Reporting & Compliance:

• Oversee data migration and transformation activities, ensuring data accuracy, integrity, and compliance with regulatory and organisational standards.
• Work with technical specialists to support reporting requirements across membership, learning, and operational platforms.
• Ensure data-related risks are identified and addressed as part of delivery planning and assurance.

Adoption, Training & Continuous Improvement:

• Support the development of training materials, guidance, and documentation to enable effective adoption of new systems and processes.
• Work with operational teams to ensure readiness for go-live and effective transition into business-as-usual support.
• Identify opportunities to optimise workflows and processes through technology-enabled improvements.
• Capture lessons learned and contribute to continuous improvement of technical delivery practices across the Institute.

Key Requirements:

Required Skills and Experience:

• 5+ years of experience as a Technical Project Manager, preferably in the education, professional membership, or training sectors.
• Successful management of large and small Technology projects within an improvement programme
• Proven expertise in Microsoft Dynamics 365 Business Central and CRM implementations.
• Experience with market-leading LMS solutions, including features like assessments, CPD tracking, revision modules, and student/member record management.
• Strong understanding of data management, migration, and integration techniques.
• Exceptional project management skills, including experience with Agile and Waterfall methodologies.
• Strong communication and stakeholder management skills.
• Strong analytical mindset with problem-solving acumen
• Experience using MS Planner, MS Project and MS Roadmap, Trello, JIRA etc
• Experience with budget management, resource planning, and vendor coordination.
• Strong monitoring, reporting and quality assurance skills
• Knowledge of reporting tools and dashboards (Power BI, SQL, etc.) is a plus.
• Strong understanding of programme management and project lifecycle steps

Desirable Qualifications:

• Certification in Project Management (Agile PM, PRINCE2, or equivalent).
• Microsoft Certifications related to Dynamics 365 or Business Central.
• Experience working with APIs and system integrations.
• Understanding of student lifecycle management and member engagement strategies.
• Understanding of detractors and soft skills to steer positive outcomes

Additional Requirements:

• Manage multiple objectives and see tasks through to completion within changing deadlines.
• Self-organise and self-manage.
• Maintain flexibility to meet team objectives and customer needs.
• Ensure smooth operations and stay composed under pressure.
• Thrive in a fast-paced, dynamic environment, contributing to positive change and handling multiple projects simultaneously.

Interview process:

We understand that taking time to prepare for and to attend interviews is a big commitment and want the process to be as transparent as possible.

You can expect the following process from us:

• A short, introductory phone call from our Talent Acquisition Advisor.
• A 2-stage interview process with the hiring manager and key stakeholders in the team

Application deadline:

We will review applications on a rolling basis and the position will close once we have secured a shortlist.

Next steps:

If you would like to explore this opportunity with us for the next step in your career, we look forward to receiving your application through the Apply feature at the top of this advert.

If you have any queries or you would like to see the full JD, please get in touch on ukjobs@cii.co.uk.

We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process, please let us know. We are committed to ensuring all candidates have equal access and opportunity, in line with the Equality Act 2010.

Please note: At the CII, we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly, to ensure a consistent and properly coordinated recruitment process.

If you are interested in working with us in the future, please contact ukjobs@cii.co.uk. We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise.

Agencies who do not follow this process will be excluded from any future opportunities to work with us, including PSL reviews

The Institute

The overarching purpose of the Chartered Insurance Institute (‘the Institute’) is to educate and support our members to deliver services to the highest professional standards and to advocate for the public good. By doing this the Institute builds and maintains public trust in the insurance, financial planning, and mortgage advice professions.

Our vision is that CII and PFS professionals build a world which delivers ever greater financial resilience for individuals and societies more broadly.

The Benefits

Healthcare cash plan

Modern office located in 30 Old Broad St (Tower 42 Estate)

Life assurance

Documents