Sales Technology Project Manager – Financial Services

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

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Group 1001

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏥 Healthcare

💸 Finance

Consulting • Healthcare • Finance

Group 1001 is a collective focused on empowering companies and communities through innovative financial solutions and strategic partnerships. The company provides simple and accessible insurance and annuity products designed to help individuals manage and grow their savings. Their online investing platform offers users a digital means to control their financial futures. Group 1001 also invests in partnerships that enhance community development through education and sports. With a tech-driven culture, they are transforming the insurance industry and helping communities thrive.

📋 Description

• Plan and run projects end to end, from intake through delivery • Build project plans, align resources, assign work, and drive projects to completion • Translate business requirements and company objectives into actionable delivery plans • Monitor progress, identify risks early, and initiate corrective actions • Keep stakeholders, clients, and vendors informed; raise issues and drive resolutions • Manage scope and schedule changes through a formal change process • Track project health and delivery metrics in Smartsheet and report results • Maintain current project records, plans, and status documentation • Ensure work complies with company policy and project standards • Build and operate trackers, dashboards, intake workflows, Gantt views, and Kanban views in Smartsheet

🎯 Requirements

• 5+ years running projects in IT or the insurance industry • Extensive hands-on experience with Smartsheet and Microsoft Office (Office 365) • Ability to build trackers, dashboards, Gantt views, and Kanban views in Smartsheet • Strong Excel and PowerPoint skills • Experience taking projects through the full SDLC, from early development to implementation • Strong organization and attention to detail while managing multiple projects • Problem-solving ability and adaptability when requirements change • Bachelor’s Degree required or equivalent experience • Contact center, sales-technology, or regulated-industry/insurance operations background is ideal • Prior experience and working knowledge of ticketing, CRM, and telephony platforms is preferred • Solid written and verbal communication skills • Ability to understand the work before planning it • Empathy for delivery teams and stakeholders • Confidence giving and receiving feedback • Flexibility when priorities shift • Resilience, calmness, and a good-humored attitude under pressure

🏖️ Benefits

• Health insurance • Dental insurance • Vision insurance • Basic and Supplemental Life Insurance • Short- and Long-Term Disability • Employee Assistance Program • Wellness programs • 401K plan with matching contributions by the Company • Supportive work environment valuing employee differences