Implementation Project Manager

The Role

Addepar is looking for an experienced Enterprise SaaS Project Manager to help build the Project Management practice at Addepar.  The Implementation Project Manager (IPM) will be responsible for the implementation of Addepar’s Enterprise & Strategic clients, supporting a Cross-Functional team of both internal & client stakeholders to deliver the Addepar solution on time/budget. The IPM has business and solutions acumen and is an expert at translating and documenting broad goals and objectives into detailed project plans and processes to drive execution. This is a strategic and highly visible role, with the IPM partnering with both external and internal teams including Sales, Sales Engineering, Account Management, Solutions Architecture, Data Solutions, Product, Engineering, and C-suites.

What You'll Do

• Lead project teams and manage the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, executing, monitoring/controlling, closing)
• Drive use of project management principles, methodologies, tools, and internal policies and procedures
• Establish and maintain relationships with internal/external executive sponsors, key stakeholders, and project team members
• Translate client requirements, objectives, and goals into actionable project plan
• Definition & Management of Scope, Schedule, Budget, Resources of complex projects
• Partner with internal specialists to develop and validate project plan design
• Maintain project plan and other project documents
• Partner closely with Solutions Architects & Solutions Consultants  and specialist resources to drive execution of project plan
• Set clear expectations with internal and external project teams, and hold internal resources accountable for deadlines and deliverables
• Regularly report internally/externally on project status, budget, milestones, KPIs, accomplishments, and deliverables
• Identify and propose changes; change orders, and budget updates & determine impact and drive mitigation plans
• Diagnose issues and risks; develop and manage contingency plans
• Lead Steering Committee meetings with C level stakeholders & manage “difficult conversations”
• Document lessons learned and recommend process improvements

Who You Are

• Minimum of 5 years relevant experience, including 4 years of project management experience
• Professional experience in enterprise-class SaaS software implementations
• Experience with waterfall & agile required, agile preferred
• Demonstrated leadership ability (management not required)
• Superior communication, organizational, and time-management skills
• Prior external client-facing experience required
• Understanding of project commercials including SOWs, budgeting and resourcing
• Professional experience in Financial Services, Technology Implementations, or Consulting preferred
• PMP and CSM preferred
• Independent, adaptable and can thrive in a fast-paced environment 
• Passion for technology and finance
• Some travel required
• [Bonus] Experience with Salesforce/FinancialForce, Smartsheet, Jira, Confluence
• [Bonus] Previous experience in investment management software implementations