Project Manager – Implementation Specialist – Client Facing

🔥 1 minute ago

🌾 Iowa, New Jersey, +2 more states – Remote

🌾 Iowa – Remote 🏖️ New Jersey – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote

💵 $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

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Docupace

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Private Equity Round - Docupace on 2020-04

SaaS • Fintech • B2B

Docupace is a technology company built for the wealth management industry. The company offers a comprehensive, customizable SaaS platform to digitize wealth management back-office operations and eliminate paperwork (founded/core mission referenced since 2002). The Docupace Platform provides document management, new account opening, compliance tools (ComplianceEdge, TRACKR), advisor transitions, compensation management, integrations with numerous wealthtech tools, and developer APIs; it also acquired jaccomo (jPass) in 2021 to add compliance, data integration, financial reporting, and advisor compensation accounting capabilities. The platform targets financial services firms and back-office teams, focusing on workflow automation, digital processing, security, and regulatory compliance.

📋 Description

• Lead multiple concurrent Docupace client implementation projects from kickoff through go-live and transition to Customer Success. • Serve as the primary point of contact for assigned clients, building trusted relationships and delivering an exceptional implementation experience. • Partner with clients to understand business objectives, gather implementation requirements, and develop project plans that align with their goals. • Coordinate cross-functional teams including Business Analysts, Engineering, Product, Quality Assurance, Customer Success, and Sales to ensure successful project execution. • Develop and maintain detailed project schedules, implementation plans, and project documentation. • Lead project kickoff meetings, status meetings, sprint reviews, executive updates, client checkpoints, and post-project retrospectives. • Track project milestones, deliverables, risks, dependencies, and resource requirements while proactively managing project changes. • Identify implementation risks and develop mitigation strategies to ensure successful delivery. • Provide regular project status updates to clients and internal stakeholders while maintaining accurate project reporting. • Utilize enterprise project management tools to manage schedules, resources, project health, and delivery progress. • Ensure projects are delivered according to Docupace's implementation methodology, PMO standards, and quality expectations. • Develop subject matter expertise in the Docupace platform and implementation processes to confidently guide customers through deployment. • Continuously identify opportunities to improve implementation processes, documentation, and the overall client experience.

🎯 Requirements

• Bachelor's degree or equivalent professional experience. • 3–5 years of project management, implementation, professional services, customer onboarding, or client delivery experience. • Experience successfully managing 10–30 customer implementation projects or multiple concurrent client engagements. • Strong client-facing communication skills with the ability to build relationships at all organizational levels, including executive stakeholders. • Experience gathering business requirements and translating them into actionable implementation plans. • Demonstrated ability to coordinate cross-functional teams and drive projects to successful completion. • Strong organizational, planning, and time management skills with the ability to manage multiple priorities. • Experience managing project timelines, risks, budgets, dependencies, and stakeholder expectations. • Excellent written and verbal communication skills. • Experience using project management platforms such as monday.com, Jira, Asana, Smartsheet, Microsoft Project, or similar tools.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options