Project Manager

Tasks and Responsibilities 

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  The project management of customer technical engagements from pre-sales to project close 

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  Creating related Statements of Work that encompass all requirements, deliverables, schedules and pricing. 

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  Developing meeting agendas, holding regular client meetings, drafting and distributing meeting minutes 

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  Producing internal documentation such as project templates, training agendas 

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  Tracking the progress of an implementation to meet deliverables, maintain budget and the go-live date. This includes managing customer expectations around project timelines and delivery deadlines 

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  Maintaining detailed schedules, performance statistics and metrics to monitor the progress of projects on various aspects like scope, quality, productivity and time-line  

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  Tracking project plan deviations leading to the need for change requests. Creating change requests and getting sign off by customer 

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  Ensuring project team faithfully and accurately records all hours in time tracking and project management tool (FinancialForce PSA)  

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  Managing internal, external and sometimes geographically dispersed resources to meet development, configuration and delivery commitments and deadlines 

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  Building and maintaining detailed project management plans to include resource, schedule, cost, and quality components 

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  Drafting detailed project governance and communication plans that address key stakeholders' requirements 

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  Monitoring compliance with project task assignments and milestones 

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  Managing all aspects of a project to ensure that informed decision making is supported.  Frequent contact with business, technology, stakeholders and other possibly geographically dispersed team members 

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  Provide overall leadership to the project team and create an environment where team members are motivated to perform 

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  Bachelor’s degree in computer science, information technology, project management, business or other related discipline, or an equivalent combination of education and experience. 

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  Experience working in a financial services environment  

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  Experience working in a software environment 

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  Experience in document processing, document imaging, electronic content storage  

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  5+ years Project Management experience, ideally in a financial services environment 

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  Experience managing application development project teams in both traditional and agile project management methodologies 

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  Strong negotiation skills  

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  Proven ability to manage internal, external and geographically dispersed resources to meet development commitments and deadlines 

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  Exceptional verbal and written communication skills 

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  Highly motivated, self-directed individual 

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  Proficient PC skills using project management software, including Microsoft Office Suite (Word, Excel, PowerPoint), Salesforce / FinancialForce PSA, Jira an asset 

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  PMP (or currently pursuing), or equivalent certification  

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  Excellent organization skills and attention to detail 

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  Strong organizational and presentation skills  

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  Ability to create and manage complex project plans in an efficient and timely manner 

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  Ability to self-motivate, working remotely or in office environment