The Project Manager will serve to partner with the project team to drive Accelerize 360’s projects forward to a successful customer Go Live. This role participates & maintains the planning and execution of customer implementations of A360's solutions. The PM must be effective in juggling multiple fast-paced engagements, and at the same time establish a trusted partner relationship with A360's customers. Project Managers will deliver projects using A360's methodologies and governance practices.
As a Project Manager, you will work closely with clients to translate project objectives into achievable timelines while utilizing Agile Scrum methodology and ensure the client achieves value from their Salesforce investment; and understand their businesses, overall goals, objectives, pain points, areas of opportunity, the definition of success, etc. and seek a clear understanding of how success will be measured in the engagement.
Typical day-to-day project activities include driving project schedules, anticipating risk and variance, cost containment and disruption handling, managing all project/people forecasts and project status communications. Project Managers will support leaders within A360's Delivery Organization and will direct and influence customers with customer-side project involvement, operational readiness, and project issue relationships.
Primary Responsibilities
Drive projects on agile methodology with focus on agile based release planning, user story grooming, user story estimations, sprint stand-ups & retrospectives, and release deployment
Facilitate 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 mitigate risks to the project
Guide the organization in PM best practices and mentor junior level PM’s and Consultants
Support complex projects in a fast-paced environment with deadlines, critical data, and details that are part of delivering end-to-end solutions
Deliver project tasks throughout the project lifecycle such as:
Create project plans and schedule, manage and update throughout the project
Manage & monitor ongoing work on user stories in a variety of applications including JIRA, Asana, Smartsheet, Salesforce
Monitor weekly/hourly project burn, track all utilization, update and manage accurate utilization, and manage capacity to keep team efficiently staffed
Create & send status update reports
Serve as the primary project and escalation contact as it pertains to budget, timeline and scope management
Participate and lead recurring project management and Scrum meetings as needed
Submit and review project weekly check ins
Manage project risk (track RAID log) and communicate anticipated risks to project stakeholders
Communicate action items and and next steps, post meeting
Partner with project leadership to Establish sprint schedules
Create sprint summary reports
Establish deployment plan (schedule, sequence)
Project Oversight
Review/complete project set up and go live checklists
Reviews and approves invoices, auditing for any rate mistakes, hours mistakes, misuse of terms, or any similar errors
Create & update project and resource forecasts
Review SOWs and Change Orders, collaborating with a Portfolio Director and Sales as appropriate
Manage and delegate work to the project team to ensure team meets all timelines
Manage conflicts with both internal and external teams and seek satisfactory resolutions
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 A360 culture and is a team player and exemplifies the company’s core values
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 professional services/consulting industry
Bachelor's degree in Business Administration and/or Information Technology or equivalent experience.
PMP Certification
Agile SCRUM Master Certification preferred
Salesforce.com Certifications (Admin, Sales, Service, Marketing, etc.) preferred but not necessary
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.
About Accelerize 360
Accelerize 360 is a salesforce partner specialised in financial services including wealth management, insurance, real estate, lending and banking. Headquartered in Dallas, we have offices in New York, Toronto and India. With the experience of over 300 salesforce implementations, we provide advisory, implementation, customisation and support services to our clients. As the financial services industry is disrupted by unforeseen competition, we enable digital transformation to increase productivity, enhance customer experience and enable scale. We do this through automation of marketing, sales and service operations and by creating seamless customer experiences - all through the salesforce ecosystem. Our unique methodology emphasizes business consulting to identify opportunities for automation, cross-functional collaboration and future-proofing your business. With that blueprint, we set about customizing salesforce to your unique roadmap. With a relentless focus on adoption metrics, we provide in-depth training to your team to make sure that they use your technology investment to its fullest potential.