Senior Project Manager, Professional Services

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $111k - $139k / year

⏰ Full Time

🟠 Senior

👷‍♀️ Project Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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insightsoftware

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Lead customer-facing engagement throughout migration projects as the primary point of contact for enterprise banking clients • Collaborate with customers and the product team to design highly customized solutions for complex business requirements • Partner with engineering to ensure technical feasibility and drive platform enhancement build-out • Manage 10+ concurrent migrations with varying complexity, coordinating cross-functional stakeholders across time zones • Own the customer journey from pre-migration planning through go-live and post-launch optimization • Identify and communicate the business impact of technical decisions and trade-offs • Track migration metrics, customer satisfaction, and product quality throughout delivery • Continuously improve processes, documentation, and best practices based on migration lessons learned • Serve as the customer interface while coordinating cross-functional internal execution

🎯 Requirements

• 7+ years in direct client-facing product roles with a proven track record managing large-scale enterprise deliverables (PM, Sales Engineering, Solutions Architect, or similar) • Deep understanding of enterprise software implementations and system integrations • Proven ability to manage complex, highly customized customer projects while maintaining product integrity • Exceptional cross-functional collaboration skills • Strong communication skills with ability to translate technical concepts for business stakeholders and vice versa • Experience managing multiple concurrent large-scale customer projects with competing priorities and dependent internal teams • Comfort working in a dynamic, fast-paced environment with evolving customer requirements and external-facing accountability • Track record of success in customer-centric delivery environments • Background in FinTech or financial services software preferred • Direct experience with equity management platforms (Certent, Shareworks, or similar solutions) preferred • Familiarity with enterprise banking or alternative asset management workflows preferred • Experience with BI/reporting platforms and financial data management preferred • Track record managing large-scale customer migrations or transformations preferred • Technical fluency in system architecture, API integration, and data workflows • Background checks required for employment, where permitted by country, state/province

🏖️ Benefits

• Additional bonus eligibility may apply • Confidential handling of applicant information • Equal employment opportunity workplace