Project Manager

About The Role

As a customer-facing Project Manager within the Professional Services organization, this role is responsible for guiding customers through discovery and implementation processes. The objective is to ensure best utilization of a comprehensive software suite that improves transactional processing, calculations, and workflows foundational to customer business success.

This role also guides customers through the process of embracing change when moving from one system to another. The flexible software covers every aspect of fund administration, including eligibility, contributions, claims, pension, annuity, and beyond. Daily responsibilities include aligning projects with business objectives, constructing detailed work plans, managing teams, achieving milestones, monitoring and adhering to budgets and timelines, and communicating results to stakeholders.

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

Key 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.
• 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 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 customer needs, including professional services, sales, support, engineering, and technical services/hosting.
• Lead and facilitate requirement gathering, estimating, and creation of proposals.
• Work with the 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 the Client Services team.
• Track performance of the project portfolio against key metrics, including identifying areas for improvement and making recommendations for project efficiencies.

Required Qualifications

• 4+ years of experience planning and managing the implementation of enterprise-level software or IT consulting projects for external stakeholders, including ownership of budget and schedule.
• Ability to work on challenging projects that require creativity and prioritizing workloads.
• Proven ability to solve problems creatively.
• Excellent analytical skills.
• Strong interpersonal skills and resourcefulness.
• Knowledge of Agile Scrum projects, methods, and principles.
• Experience managing projects using an online professional services automation solution such as Kantata, Netsuite, or AdaptiveWork.
• Strong MS Office skills.
• Bachelor’s degree in a related discipline.
• Project Management Professional Certification (PMP), preferred.

Note:

“We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer. Swooped helps candidates around the world to discover and stay focused on the jobs they want until they can complete a full application in the hiring company career page/ATS.”