Project Manager

As a customer-facing Project Manager in our Professional Services organization, you will be responsible for guiding our customers through the discovery and implementation processes that ensure best utilization of the the company software suite to improve transactional processing, calculations, and workflows foundational to the success of the customer’s business, while guiding our customers through the process of embracing change when moving from one system to another. Our flexible software covers every aspect of fund administration including eligibility, contributions, claims, pension, annuity, and beyond. Your daily responsibilities include aligning projects with business objectives, constructing detailed work plans, managing teams, achieving milestones, monitoring, and adhering to budgets and timeline, and communicating the results to stakeholders.

This is a remote position, with travel up to 15% of the time within the U.S. and Canada. East coast candidates preferred.

Responsibilities

• Lead client implementations of proprietary software from project kick-off through go-live and transition to support.

• Manage communications, escalations, and expectations with internal and external stakeholders.

• Develop project plans, regularly monitor and update schedules, budget and project estimates in the online professional services automation solution.

• Assume accountability for on time and in budget delivery of projects, in addition to regular, accurate forecasting of project financials.

• Monitor, evaluate and predict resources needed to reach objectives and manage resources in an effective and efficient manner.

• Manage scope against contract deliverables, maintain margin objectives and meet billable utilization objectives.

• Identify potential risks affecting budget, timeline and efficiency and develop strategies to mitigate these risks.

• Create and maintain a comprehensive project documentation.

• Participate in process improvement activities to increase efficiency and speed to market for customer projects.

• Perform risk management analysis to reduce project risks.

• Collaborate across the enterprise to handle your customer’s needs including professional services, sales, support, engineering, technical services/hosting.

• Lead and facilitate the requirement gathering, estimating and creation of proposals.

• Work with project team to proactively define requirements and coordinate handoff and integration with engineering team work to keep project deliverables on track.

• Ensure successful integration of project objectives into client business operations by coordinating training initiatives and ensuring adequate knowledge transfer to Client Services team.

• Track performance of the project portfolio against key metrics including identifying areas for improvement and making recommendations for project efficiencies.

Qualifications

• 3+ years of experience leading and delivering projects, including responsibility for project planning, execution, budget, schedule, and stakeholder management. Experience implementing enterprise software, or technology solutions for external stakeholders is preferred

• Ability to work on challenging projects that require creativity and prioritizing work loads

• Proven ability to solve problems creatively

• Excellent analytical skills

• Strong interpersonal skills and extremely resourceful

• Knowledge of Agile Scrum projects, methods, and principles

• Experience with managing projects using an online professional services automation solution such as  AdaptiveWork/PlanView, SmartSheet

• Strong MS Office skills

• Experience using generative AI tools such as Claude and Copilot to improve productivity and deliver high-quality outcomes

• Bachelor’s degree in a related discipline

• Project Management Professional Certification (PMP), preferred

The company is an Equal Opportunity Employer.