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Implementation Project Manager

Leads enterprise SaaS implementation projects for strategic clients, coordinating cross-functional internal and client teams across scope, schedule, budget, risks, and delivery. Requires at least five years of relevant experience, including four years in project management, plus client-facing implementation experience and waterfall and agile expertise.

About the job

Responsibilities

  • Lead project teams and run the project lifecycle, including sales support and scoping, sales-to-services transition, initiation, planning, implementation, monitoring and control, and closing.
  • Drive the use of project management principles, methodologies, tools, and internal policies and procedures.
  • Establish and maintain relationships with internal and external executive sponsors, key customers, and project team members.
  • Translate client requirements, objectives, and goals into project plans.
  • Define and manage scope, schedule, budget, and resources for sophisticated projects.
  • Maintain project plans and other project documents.
  • Assist with implementation process definition for the growing EMEA and international client base by adapting current business processes to meet evolving international client needs.
  • Partner closely with Solutions Architects, Solutions Consultants, and specialist resources to execute project plans.
  • Identify and propose changes, change orders, and budget updates; determine impacts and drive mitigation plans.
  • Lead steering committee meetings with C-level partners and handle difficult conversations.
  • Document lessons learned and recommend process improvements.

Requirements

  • Minimum of 5 years of relevant experience, including 4 years of project management experience.
  • Professional experience implementing enterprise-class SaaS software.
  • Experience with waterfall and agile methodologies.
  • Proven leadership ability; people management is not required.
  • Outstanding communication, organizational, and time-management skills.
  • Prior external client-facing experience.
  • Understanding of project commercials, including statements of work, budgeting, and resourcing.
  • Professional experience in financial services, technology implementations, or consulting preferred.
  • Independent, adaptable, and able to thrive in a fast-paced environment.
  • Some travel required.

Nice-to-haves

  • Familiarity with the frameworks, operating models, and goals of EMEA-based wealth management and investment advisory firms.
  • PMP certification.
  • Experience with Salesforce, FinancialForce, Monday.com, Jira, or Confluence.
  • Experience implementing investment management software.

Compensation and Benefits

  • Base salary range of $118,00 - $148,00 for roles in Colorado, California, and New York, plus bonus, equity, and benefits.
  • Compensation is determined by role, job-related skills, experience, qualifications, work location, and market conditions.

Skills

Project Management, Saas Implementation, Waterfall, Agile, Project Planning, Budgeting, Resource Management, Salesforce, Financialforce, Monday.Com, Jira, Confluence, PMP

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