Senior Project Manager- Implementation (Finance)

Senior Project Manager- Implementation

Department: Operations

Employment Type: Permanent - Full Time

Location: Remote, US

Reporting To: Joe Mack
Description

Finvi is looking for Senior Project Manager.

This position will be remote.

The RoleVelosidy is cutting edge dynamic workflow software that is agile and innovative. The solution is disrupting the ARM industry with AI and machine learning features. We are seeking a highly motivated, experienced Senior Project Manager who will take a consultative approach to oversee the successful implementation of our SaaS product for new and existing clients. This role will be responsible for managing the end-to-end process of product deployment, from initial client onboarding through to full product adoption and success. You will deliver a new to market product and influence process, tool selection, and best practices. In this role you will have visibility, meaningful contribution and impact. This position will focus on Enterprise clients with data and configuration challenges. The ideal candidate will have independent responsibility for solutioning and driving results. You will have strong project management experience implementing complex multi-phased, highly configurable software for Enterprise level customers.

What makes this role unique and interesting?

• Join a small, early-stage Services team responsible for developing implementation tools and processes for a new to market product
• Ability to influence the implementation methodology…use your experience in SaaS implementations to develop the approach for driving successful, on-time implementations
• Partner closely with the Product org on a rapidly evolving, new to market product
• Implement a product that is poised to revolutionize the RCM industry

Visa sponsorship or transfer of an existing visa is not available for this position. You must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
What You'll Do

• Project Planning & Execution:
  Lead the end-to-end implementation process of our SaaS solution, including defining scope, timelines, resources, and deliverables in collaboration with clients and internal teams to deliver impactful business results for customers
• Client Onboarding & Kickoff:
  Facilitate client onboarding sessions and product kick-off meetings to establish clear goals, expectations, and timelines for successful implementation
• Cross-Functional Collaboration
  Developing and leveraging relationships with Product, Engineering, Sales, and Customer Success teams to ensure alignment on client/project dependencies and effective communication of status updates and timelines
• Client Relationship Management:
  Serve as primary point of contact for clients during the implementation, developing strong business relationships with key stakeholders, ensuring client needs are met and driving satisfaction through outcomes
• Risk Management:
  Proactively identify potential project risks or delays, developing mitigation strategies, and driving internal and external stakeholders on a path to resolution
• Documentation & Reporting:
  Maintain detailed project plans, timelines, and documentation, providing regular updates and reports to stakeholders on progress, milestones, and potential roadblocks
• Training & Support:
  Ensure customers are adequately trained on the platform, providing guidance on best practices and ensuring a smooth transition to full usage
• Post-Implementation Handover:
  Once the implementation is complete, transition clients to the customer success team for ongoing support and long-term relationship management

What You'll Need

Qualifications:

• Experience:
  • Minimum of 5+ years of experience managing complex highly configurable SaaS product implementations
  • Proven track record of managing end-to-end software implementation projects
• Skills & Expertise:
  • Strong understanding of SaaS products, cloud-based solutions, and subscription models
  • Experience using project management tools (e.g., Smartsheet, Trello, Asana, or Microsoft Project
  • Exceptional communication and interpersonal skills, with the ability to work collaboratively across teams and clients in a consultative manner
  • Strong organizational and time-management skills, with an ability to handle multiple projects simultaneously
  • Experience in risk management, issue resolution, and delivering projects within scope, time, and budget
• Education:
  • Bachelor's degree in Business, Information Technology, Engineering, or a related field, or equivalent experience.
• Preferred Experience:
  • Experience bringing a new SaaS product to market
  • High level understanding of Fintech specific product risks, payments, security requirements, and needs
  • Experience with Smartsheet and Salesforce

What's In It For You

• Finvi offers, for most positions, a flexible work environment*
• Hybrid or remote unless otherwise identified*
• Flexible Time Off* for exempt roles to keep up with today's varied lifestyles and ample PTO** for non-exempt.
  • WA non-exempt employees can utilize up to 12 days of vacation per year and up to 6 days of paid sick leave per year.
• Competitive pay and 401(k) with employer match
• Health insurance with wellness discounts, medical, dental, and vision care
• Three (3) weeks Paid Parental Leave for new parents
• Eight (8) Paid Holidays throughout the year
• We invest in our employees through educational assistance and learning and development
• Robust Wellness Program includes opportunities to earn money for your Health Savings Account (HSA) or Health Reimbursement Account (HRA)
• Paid Volunteer Time Off Program to make a difference in your community
• Learn more about what Finvi offers here: https://finvi.com/about-us/careers/

*Limitations may apply based on role and company need
**PTO hours for non-exempt employees may vary depending on the state of residence.

The typical base pay range for this role across the U.S. is [USD $95,000 - $125,000 per year].

Finvi has different base pay ranges for different work locations within the United States, which allows us to pay employees competitively and consistently in different geographic markets. The range above reflects the potential base pay across the U.S. for this role (the applicable base pay range will depend on what ultimately is determined to be the candidate's primary work location). Individual base pay depends on various factors, in addition to primary work location, such as complexity and responsibility of role, job duties/requirements, and relevant experience and skills. Offers are made within the base pay range applicable at the time.

At Finvi, certain roles are eligible for additional rewards, including merit increases, annual bonus, and equity. These awards are allocated based on individual performance and role. In addition, certain roles also have the opportunity to earn sales incentives based on revenue depending on the terms of the plan and the employee's role.