Technical Project Manager, SaaS

🔥 0 minutes ago

🌐 United States, Australia – Remote

🇺🇸 United States – Remote 🇦🇺 Australia – Remote

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $80k - $95k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤓 Technical Project Manager

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Practifi

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

💼 Consulting

🛡️ Insurance

☁️ SaaS

💰 $16.4M Series B - Practifi on 2020-01

Consulting • Insurance • SaaS

Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.

📋 Description

• Build the project plan with the client based on the signed SOW • Run the project kickoff • Own implementation projects from requirements gathering through UAT, go-live, and the two-week post-go-live support window • Create and manage JIRA tasks tied to technical work, including assignments, sprints, story points, and due dates • Keep Asana milestone plans current • Protect project scope and flag work outside the SOW for intake or deferral • Manage multiple regulated-industry clients simultaneously • Conduct status meetings and address UAT questions and risk flags • Work with Business Analysts, Consultants, and Data Engineers • Report to Elizabeth within the PMO / Implementation team

🎯 Requirements

• 3–5 years of project management experience, ideally in fintech, insurance, banking, or another regulated industry • Hands-on experience running projects in JIRA and Asana, including task creation, sprint assignment, and status tracking • Strong written and verbal communication skills • Ability to hold clients and internal teams accountable to a plan • PMP or Certified Scrum Master, or actively working toward one, preferred • Prior experience implementing SaaS or CRM software preferred; Salesforce experience is a strong plus • Experience working with data engineers or technical teams on system implementations preferred

🏖️ Benefits

• 20 days Paid Leave • 10 sick days • 3 personal days, all available from day one • 3 paid volunteering days per year • Annual Learnbucks education stipend • Practibuddy mentor from the first week • Bi-annual in-person summits in Chicago • Remote-first work arrangement • Learnbucks toward PMP or CSM • Clear path to more scope as you grow into the role