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Addepar · 2 weeks ago

Implementation Project Manager

Mountain View, CA

Full-time

Hybrid

Mid Level

$77K/yr - $120K/yr

3+ years exp

Addepar is a global technology and data company that empowers investment professionals with precise guidance for their clients. The Implementation Project Manager will lead the implementation of Addepar’s solutions for Enterprise & Strategic clients, managing project lifecycles and collaborating with cross-functional teams to ensure timely and on-budget delivery.

Financial ServicesFinTechSaaSSoftware

Comp. & Benefits

No H1B

Responsibilities

Lead project teams and run the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, implementing, monitoring/controlling, closing)

Drive the use of project management principles, methodologies, tools, and internal policies and procedures

Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members

Translate client requirements, objectives, and goals into a project plan

Definition & Management of Scope, Schedule, Budget, and Resources of sophisticated projects

Maintain project plan and other project documents

Partner closely with Solutions Architects & Solutions Consultants, and specialist resources to drive the execution of project plan

Identify and propose changes, change orders, and budget updates & determine impact and drive mitigation plans

Lead Steering Committee meetings with C-level partners & handle 'difficult conversations.'

Document lessons learned and recommend process improvements

Qualification

Enterprise SaaS ImplementationAgile MethodologiesProject ManagementPMP CertificationCSM CertificationFinancial Services ExperienceSalesforce/FinancialForceJiraConfluenceCommunication Skills