Location: Hybrid / Reading
Role purpose
This role is ideal for experienced project managers who feel accountability for delivering a SaaS product at scale, by empowering and leading a team to maximise our clients' potential use of Dynamic Planner.
Effectively communicate team progress in all relevant forums, developing stakeholder confidence through learning the Dynamic Planner product set, developing your understanding of the financial advice domain and making a great contribution within our delivery team.
* Deliver tactical and strategic intent of client contracts
* Coordinate client implementation and professional service activities
* Accountable for client implementation project budget and governance
* Leading planning and implementation of both internal and external projects to achieve organisational targets
* Manage and lead complex / large scale initiatives that span one or multiple business functions
* Full project lifecycle ownership: with success including full implementation from initiation to deployment for one or several initiatives simultaneously
* Empower and lead cross-functional teams to maximise their potential
* Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and excellence
* Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organisation
* Effectively communicate project status and progress in all relevant forums developing stakeholder confidence
* Client and third-party management (at Senior Management level) on applicable projects or workstreams in the UK and Europe
Key responsibilities
* Become the glue between Account Management, Clients and Delivery functions
* Provision of client change requests and qualified yes/no (managed via product, contracts, changes etc.)
* Unite all supporting functions to ensure a clear message/direction to deliver solutions to clients
* Provide ownership and governance for client-based initiatives including but not limited to bids/contracts and client implementations
* Provide clear handover to account management and support services post-implementations
* Focus on delivering benefits into clients, users and enabling Account Management/Product Teams to evolve the relationship, embedding ourselves into their business processes
* Push to deliver a focused professional service solution for the client(s), and enabling the relationship to support increase in revenue and reliance on Dynamic Planner
* Work with Customer Success Managers to enable them to manage the account, enabling Account and Customer Success Managers to focus on the user base pushing improvements, upgrades and upsell/cross-sell the product
* Work with/in close collaboration with Commercial, Pre-sales and Account Management teams
* Supports/guides/leads Account and Customer Success Managers through all clients' early and late lifecycle phases – engagement, retender and end of life
* Manage risk, issues, and dependencies of the projects
* Commercial management at the appropriate level
* Contractual awareness when supporting external clients/third-parties
* Provide visibility and progress of the projects against the plan to all stakeholders
KPIs & measures
* Projects delivered within the agreed constraints or deviations managed through the change management process
* Well-managed milestones, dependencies, issues, and risks
* Energised and supportive team delivering to their full potential
* Performance management of vendors and third-parties
* Obtain positive client feedback
* Clear reporting structure and report to Directors and act as two in a box with Customer Success Management
* Support peer reviews across all client implementations
* Supports periodic business reviews identifying strengths, weaknesses, opportunities and threats
Key deliverables
* Statement of Work Project plans, RAID log
* Project progress reports
* Professional respect of stakeholders and clients
Key stakeholders
* Customer Success Team
* Delivery Team
* Executive Management Team
Competencies (knowledge/skills/experience)
* 5+ years of experience in cross-functional SaaS implementation and client delivery
* Experience in large scale (25+) locally and remotely dispersed indirect resource pools
* Ability to shape projects (both green-field and progressive projects)
* Self-starter
* Team management
* Client and stakeholder management
* Leadership, creative thinking, decision-making, accountability, determination to succeed, team player
* Wealth Management domain knowledge would be advantageous but not essential for the right candidate
* Flexibility to support European travel in support of business initiatives is a requirement of the role
Education & qualifications
* Degree level education
* Project management certification
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