InvestiNet, LLC · 1 day ago
Client Services Project Manager
Greenville, SC
Full-time
Onsite
Mid, Senior LevelInvestiNet, LLC believes in a human-first approach, fostering a culture of empathy and support. The Client Services Project Manager will lead enterprise initiatives for a financial institution, focusing on operational execution, governance, and cross-functional coordination, ensuring successful client onboarding and adherence to compliance standards.
AccountingFinancial ServicesRisk Management
Hiring Manager
Kathryn Taylor
Responsibilities
Manage the full onboarding lifecycle for enterprise clients—including scope definition, configuration, integration, training, and transition to ongoing support
Create and execute onboarding plans tailored to client objectives, timelines, and internal team capabilities
Identify project risks, maintain escalation dashboards, and lead mitigation planning and resolution
Develop and implement a consistent, enterprise-wide project management framework—including methods, templates, tools, governance rules, status reporting, and issue/risk processes—drawing on best practices
Serve as the primary architect and champion of this framework, training and influencing teams across the organization to adopt it as the standard for all client‑facing project work
Establish and manage the project governance cadence, including project charters, stakeholder registers, milestone dashboards, central issue logs, and quality checkpoints
Create detailed project plans, including timelines, milestones, and resource allocation
Monitor project progress, identify risks, and implement mitigation strategies to ensure timely delivery
Collaborate with internal teams to align project goals and deliverables
Facilitate effective communication between stakeholders to ensure a unified approach to client onboarding and enterprise company initiatives
Facilitate coordination meetings, communications, and information-sharing across stakeholders
Gather feedback from clients and internal teams to identify areas for improvement in the onboarding process
Implement best practices and process enhancements to improve efficiency and client satisfaction
Continuously gather feedback from clients and internal teams to refine onboarding and project delivery processes
Measure process effectiveness (e.g. time to onboard, quality, satisfaction) and drive enhancements that align with enterprise goals
Qualification
Required
Superior written and verbal communication skills
Prior experience
Ability to present information clearly and concisely to others (customers, clients, associates, and the leadership team)
Ability to interact well with others and show respect for alternative viewpoints
Committed to achieve goals. Shows enthusiasm and commitment
Ability to multitask and prioritize appropriately
Probes facts, analyzes issues and makes systematic and rational judgments based on relevant information
High level of attention to detail and accuracy
Ability to independently prioritize tasks and manage time
Self-motivated to get the job done and at finding information necessary to execute
Ability to be nimble and adapt to frequent change
Company
InvestiNet, LLC
InvestiNet is a full-service receivables management firm.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brice Smith
Founder and CEO
Recent News
SC Biz News
2025-06-07
2025-05-18
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