173 applicants

Company

Original Job Post

Addepar · 3 days ago

Business Systems - Project Manager

San Francisco, CA

Full-time

Hybrid

Mid Level

$104K/yr - $163K/yr

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Financial ServicesFinTech

H1B Sponsorship

Comp. & Benefits

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Responsibilities

Lead end-to-end project management for software implementations, including planning, execution, testing, training, monitoring, and closing phases.

Collaborate with internal collaborators and solution architects to collect requirements, define project scope, and establish project timelines and deliverables.

Act as the point of contact for 3rd party vendors involved; ensuring deliverables are met according to agreed-upon timelines and quality standards.

Build and maintain comprehensive project documentation, including project plans, status reports, risk registers, and change control logs.

Proactively identify potential risks and issues and develop mitigation strategies to ensure project success.

Facilitate regular project meetings, including kick-off meetings, status updates, and post-implementation reviews, to ensure alignment and visibility across all collaborators.

Clearly communicate project status, milestones, and dependencies to our Internal Center or Excellence committee.

Monitor project budget and resources, ensuring projects are delivered within budgetary constraints.

Promote a culture of innovation and continuous improvement by developing efficient operational processes and frameworks where none exist or promoting process and system improvement where vital.

Work with the Business Operations - Systems Director to help with over all Program Management within the organization.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceProject ManagementFinancial Services IndustryCommunicationInterpersonalNetSuiteBoomiSnowflakeDatabricks

Required

Prior experience in leading projects related to Salesforce implementations and integrations

Proven track record of successfully collaborating with 3rd party software vendors and implementation consultants

Outstanding communication, presentation and interpersonal skills

Knowledge of the financial services industry

Prior experience with Salesforce including certifications

Preferred

Experience in handling projects that include technologies like NetSuite, Boomi, Snowflake, Databricks

Company

Addepar

Glassdoor

4.1

Addepar is a software and data platform for even the most complex investment portfolios.

Founded in 2009

Mountain View, California, USA

501-1,000 employees

https://addepar.com

H1B Sponsorship

Addepar has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (22)

2022 (22)

2021 (26)

2020 (27)