Sr. Project Manager

The Sr. Project Manager (PM) leads project teams to drive Zennify's projects forward and achieve successful customer Go Lives and outcomes. The PM delivers projects using Zennify's methodologies and governance practices. The role plans, orchestrates, & maintains the planning and execution of customer implementations of Zennify's solutions. The PM is effective in juggling multiple fast-paced engagements, and at the same time establishing a trusted partner relationship with Zennify's customers. 

As a Project Manager, you work closely with clients to translate project scope and objectives into achievable timelines while utilizing a Hybrid Agile Scrum methodology. You ensure the client achieves value from their Salesforce or nCino implementation investment. You understand your customers’ business, overall goals, objectives, pain points, areas of opportunity, definition of success and you seek a clear understanding of how success will be measured in the engagement.

Project Managers will support leaders within Zennify's Delivery Organization and will direct and influence customers with customer-side project involvement, operational readiness, and project issue relationships.


Primary Responsibilities

• Lead project management functions including but not limited to scheduling, resource management, budgets, project margin, compliance, project hours approval & timeline 
• Exercise project control to efficiently manage task completion, contain scope and execute change requests as necessary, and identify and proactively mitigate risks to the project
• Support complex projects in a fast-paced environment with deadlines, critical data, and complex details
• Deliver project tasks and perform project oversight throughout the project lifecycle such as:
• Create project plans and schedule; manage and update throughout the project
• Manage & monitor ongoing work on project tasks in a variety of applications including JIRA, Smartsheet, & Salesforce
• Create & manage team assignments & resource planning 
• Monitor weekly/hourly project burn, track all utilization, update and manage accurate utilization, and manage capacity to keep team efficiently staffed
• Create & send status reports
• Serve as the primary project and escalation contact as it pertains to budget, timeline and scope management
• Manage and delegate work to the project team to ensure team meets all timelines
• Lead and participate in recurring project management and Scrum meetings, as needed
• Submit and review internal weekly project check ins
• Manage project risks and communicate effectively to project stakeholders
• Review/complete project set up and go live checklists
• Review and approve invoices, auditing for any rate mistakes, hours mistakes, misuse of terms, or any similar errors
• Review SOWs and Change Orders, collaborating with the Account Team, as appropriate
• Manage conflicts with both internal and external teams and seek satisfactory resolutions
• Leads team through Change Order management, working closely with the Engagement Manager and Account Executive.
• Additional Project Duties:
• Meeting prep (agenda, logistics, resource assignment)
• Communicate action items and and next steps, post meeting
• Partner with project technical leadership to establish sprint schedules
• Create sprint summary reports
• Establish deployment plan (schedule, sequence)
• Internal Contributions
• Contribute to Zennify’s PMO in defining and refining PM best practices, mentoring junior level PMs, and cultivating a team environment among fellow Project Managers

Required  Qualifications

• 5+ years of implementing enterprise-scale software or technology solutions as a Project Manager
• Demonstrated project leadership skills, with direct responsibility for managing project teams, budget and schedule
• Strong customer-facing communication and interpersonal skills with the ability to support complex engagements
• Proven history of delivering high quality results on schedule and within budget
• Ability to lead both small and enterprise-wide engagements, facilitate meetings, mentoring teams of junior team members and effectively managing client escalations
• Successfully manage and communicate with a remote distributed team 
• Willing to adapt to hours of work in non-traditional business hours pending project needs
• Ability to meet travel requirements, when applicable (up to 20% travel projected)
• Ability to multi-task and perform effectively under pressure
• Demonstrated negotiation, conflict management and leadership skills
• Thrives in a team-based, high energy and fast-paced environment
• Service-oriented and innately driven to produce outstanding customer satisfaction and results
• Analytical and able to logically and methodically work through problems
• Possess a sense of urgency with strong organizational and follow-up skills 
• Able to analyze customer issues, articulate comprehensive solutions, and craft a plan of action
• Passionate about Customer Success and is a great listener
• Embodies Zennify culture and is a team player and exemplifies the company’s core values
• Ability to travel to clients as required
• Is comfortable with the overuse of GIFs on Slack (no, seriously, we send a lot of GIFs)

Preferred Qualifications

• 2+ years of CRM and Salesforce.com implementation experience
• 1+ years experience in the financial services or healthcare industries
• Bachelor's degree in Business Administration and/or Information Technology or equivalent experience.
• PMP Certification
• Agile SCRUM Master Certification 
• Salesforce.com Certifications (Admin, Sales, Service, Marketing, etc.) 
• Working knowledge of industry best practices and implementation experience of the salesforce product suite

Qualities of the ideal candidate

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Strong supervisory and leadership skills.
• Ability to prioritize tasks and to delegate them when appropriate.
• Thorough understanding of or the ability to quickly learn about the project or product being developed.
• Be a nerd. No, seriously, we are all a little nerdy here. If nerding out can both excite you and put you at ease, you’re in good company.