Senior Project Manager leading Sage X3 ERP implementations for NexTec Group. Managing project schedules, budgets, scopes, teams, and customer engagements.
About the role
- Senior Project Manager managing customer implementations to help integrate OneVest products. Working with a tight-knit team at a fast-growing fintech company.
Responsibilities
- Act as the primary point of contact for customer interactions during implementations. Identify and align on strategic program goals, key performance indicators, and opportunities.
- Serve as the program manager for new customer onboarding projects and work with internal teams to ensure implementation best practices are adopted and executed.
- Facilitate customer planning sessions to ensure plans are reviewed and product enhancements are considered for OneVest’s product roadmap.
- Provide regular customer updates, including key performance indicators, successful outcome metrics, and progress updates for the Executive team and Senior Management.
- Leverage the Product & Technology, Operations, Revenue, and Wealth teams to represent and advocate for customer needs, strategies, opportunities and insights in order to assist with OneVest’s product roadmap and developing new product features.
- Identify and communicate internally opportunities for upselling, providing additional recurring value, and customers best-suited to participate in research and co-development opportunities.
- Act as an SME for customers to assist in navigating their implementation from project kick-off through to business-as-usual phases.
- Own delivery tracking, dependency management, risk mitigation, and issue resolution for assigned customers.
- Analyze and utilize data from new and existing customers to guide strategy and implementation of OneVest solutions.
- Contribute to improving processes, procedures, templates, knowledge base and training documentation.
- Mentor Project Managers to help them learn the Wealth Management industry and grow their project management skills.
Requirements
- 7+ years of experience of enterprise-focused technology implementation, project/program management, and/or management consulting work experience.
- Experience working in wealth management/wealth technology.
- Hands-on experience leading SaaS-based implementations including tracking, monitoring, and reporting key performance indicators of project health.
- Ability to develop strategies and standard operating procedures for SaaS-based implementations and customer relationship management.
- Demonstrated ability to communicate, present, and influence credibly and effectively at all levels of the organization.
- Must be flexible with working hours in order to meet our customers needs and answer their questions in a timely manner.
Benefits
- 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
- A flexible & hybrid working environment
- Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
- Employee Stock Option Purchase Plan
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