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 customers to deliver the Addepar solution on time/budget. The IPM has business and solutions foresight and is an authority 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.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $86,000 - $135,000 (base salary)  + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• Lead project teams and run the project lifecycle (sales support/scoping, sales to services transition, initiating, planning, implementing, monitoring/controlling, closing)
• Drive the use of project management principles, methodologies, tools, and internal policies and procedures.
• Establish and maintain relationships with internal/external executive sponsors, key customers, and project team members.
• Translate client requirements, objectives, and goals into a project plan
• Definition & Management of Scope, Schedule, Budget, and Resources of sophisticated projects
• Maintain project plan and other project documents
• Partner closely with Solutions Architects & Solutions Consultants, and specialist resources to drive the execution of project plan
• Identify and propose changes, change orders, and budget updates & determine impact and drive mitigation plans.
• Lead Steering Committee meetings with C-level partners & handle “difficult conversations.”
• Document lessons learned and recommend process improvements

Who You Are

• Minimum of 5 years of relevant experience, including 4 years of project management experience
• Professional experience in enterprise-class SaaS software implementations
• Experience with waterfall & agile required; agile preferred
• Proven leadership ability (management not required)
• Outstanding 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 
• Some travel required
• [Bonus] Experience with Salesforce/FinancialForce, Jira, Confluence
• [Bonus] Previous experience in investment management software