Dynamic Planner
Client Project Manager
Posted about 15 hours ago
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Project Manager - SaaS Product Delivery
This role is ideal for an experienced project manager who feels accountability for delivering a SaaS product at scale, by empowering and leading a team to maximize our clients' potential use of Dynamic Planner.
Responsibilities
- Deliver tactical and strategic intent of client contracts
- Coordinate client implementation and professional service activities
- Accountable for client implementation project budget and governance
- Lead planning and implementation of both internal and external projects to achieve organizational targets
- Manage and lead complex/large-scale initiatives that span one or multiple business functions
- Full project lifecycle ownership: including full implementation from initiation to deployment for one or several initiatives simultaneously
- Empower and lead cross-functional teams to maximize their potential
- Client and third-party management (at senior management level) on applicable projects or workstreams in UK and Europe
- Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation, and excellence
- Participate in establishing practices, templates, policies, tools, and partnerships to expand and mature these capabilities for the organization
- Effectively communicate project status and progress in all relevant forums developing stakeholder confidence
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Requirements
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- 5+ years of experience in cross-functional SaaS implementation and client delivery
- Experience in large-scale (25+) locally and remotely dispersed indirect resource pools
- Ability to shape projects (both green-field and progressive projects)
- Self-starter
- Team management
- Client and stakeholder management
- Leadership, creative thinking, decision-making, accountability, determination to succeed, team player
- Wealth management domain knowledge would be advantageous but not essential for the right candidate
Key Responsibilities
- Become the glue between account, client, and delivery functions
- Provision of client change requests and qualified yes/no (managed via Product, Contracts, Changes, etc.)
- Unites all supporting functions to ensure a clear message/direction to deliver the solution to the client
- Provides ownership and governance for client-based initiatives including but not limited to Bids/Contracts and Client Implementations
- Providing clear handover to account and support services post-implementations
- Focus on delivering benefits into clients, users, and enabling account/product teams to evolve the relationship, embedding ourselves into their business processes
- Push to deliver a focused professional service solution for the client(s), and enabling the relationship to support an increase in revenue and reliance on Dynamic Planner
- Work with customer success managers to enable them to manage the account, enable account & customer success managers to focus on the user base pushing improvements, upgrades, and up/cross-sell the product
- Work with/close collaboration with commercial, presales, and account teams
- Supports/guides/leads account and customer success managers through all clients early and late lifecycle phases - engagement, retender, and end of life
- Manage risk, issues, and dependencies of the projects
- Commercial management at an appropriate level
- Contractual awareness when supporting external clients/third parties
- Provide visibility and progress of the projects against the plan to all stakeholders
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