Principal Project Manager (Banking Solutions) at Progressive Edge

Job Description

• As a Project Manager you will be part of a high-performing professional services team (PSO) focused on evaluating how the companys product can best meet our clients needs and partnering with the Implementation Consultant to oversee the application of an agile project delivery for financial institutions. You will provide direction with a consultative approach on complex programs for our digital transformation program, ensuring the successful development and implementation of varying scale, cross-functional projects.

Responsibilities:

• Work in tandem with your Implementation Consultant to evaluate the needs, processes, and policies of your client base, configure the system in the most efficient way possible to meet those needs, and ultimately implement the system within the institution
• Oversee all aspects of the software implementation project that typically lasts 10-16 weeks
• Manage daily project load amongst three to four concurrent clients and answer all project related questions in a timely manner
• Be able to correctly understand, organise and evaluate the risks and needs of the client to identify large issues, potential obstacles and risks
• Write two customer facing company Knowledge articles per quarter from issues that have arisen, and the solutions identified during the implementation process
• Create and manage Project Plans and lead regular Project status meetings for each client
• Demo and train customers on the use of the companys software as part of the implementation process
• Assist customers with user acceptance testing of the companys Bank Operating System
• Oversee customers when they go-live on the company software and manage the handoff to the company Support and Customer Success Team

Qualifications:

Required:

• 8 years of previous financial industry experience; specifically, a commercial or SBA lending background and familiarity of banking language and processes or a combination of experience, education
• Familiar with local banking regulations and governance
• Exceptional communication skills and an innovative problem solving personality
• Proven ability to interact and communicate with customers in a professional, positive and constructive way; comfortable with public speaking and leading a meeting
• Ability and motivation to learn quickly and independently
• Strong organisational skills and ability to prioritize daily tasks, projects and workload to deliver according to the project schedule
• Strong analytical mindset; being able to observe a clients current process and analyse how the company product will benefit them
• Strong leadership skills; previous managerial and project management experience preferred
• Ability to present and explain project specific information to diverse types of audiences
• Strong ability to define and document business and functional requirements, business process maps ("As-Is/To be") flows and diagrams
• Ability to travel 50-75% of the time
• Fluent in English; additional language fluency preferred including Spanish, German and/or French
• Ability to work outside of standard business hours as necessary

Desired:

• Experience with CRM systems such as Salesforce.com or systems built on relational databases a big plus
• Bachelors degree or equivalent experience preferred