Project Manager
Doxim is the customer communications and engagement technology leader serving financial and regulated industries. Our platform with its suite of integrated, SaaS software and document technology solutions helps clients digitize operations, improve efficiency, and modernize customer experience. With Doxim, clients can communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized omnichannel communications.
Position Summary:
We have an opportunity for the right candidate to become a key member of our Professional Services team. We are seeking a Project Manager to lead large and small scale professional service project implementations for diverse clients in the financial services industry. You will be responsible for the full lifecycle of project engagements from scoping, initiation, tracking and reporting to closing and billing.
Tasks and Responsibilities
- The project management of customer technical engagements from pre-sales to project close
- Creating related Statements of Work that encompass all requirements, deliverables, schedules and pricing.
- Developing meeting agendas, holding regular client meetings, drafting and distributing meeting minutes
- Producing internal documentation such as project templates, training agendas
- 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
- Maintaining detailed schedules, performance statistics and metrics to monitor the progress of projects on various aspects like scope, quality, productivity and time-line
- Tracking project plan deviations leading to the need for change requests. Creating change requests and getting sign off by customer
- Ensuring project team faithfully and accurately records all hours in time tracking and project management tool (FinancialForce PSA)
- Managing internal, external and sometimes geographically dispersed resources to meet development, configuration and delivery commitments and deadlines
- Building and maintaining detailed project management plans to include resource, schedule, cost, and quality components
- Drafting detailed project governance and communication plans that address key stakeholders' requirements
- Monitoring compliance with project task assignments and milestones
- 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
- Provide overall leadership to the project team and create an environment where team members are motivated to perform
Experience and Qualifications
- Bachelor’s degree in computer science, information technology, project management, business or other related discipline, or an equivalent combination of education and experience.
- Experience working in a financial services environment
- Experience working in a software environment
- Experience in document processing, document imaging, electronic content storage
- 5+ years Project Management experience, ideally in a financial services environment
- Experience managing application development project teams in both traditional and agile project management methodologies
- Strong negotiation skills
- Proven ability to manage internal, external and geographically dispersed resources to meet development commitments and deadlines
- Exceptional verbal and written communication skills
- Highly motivated, self-directed individual
- Proficient PC skills using project management software, including Microsoft Office Suite (Word, Excel, PowerPoint), Salesforce / FinancialForce PSA, Jira an asset
- PMP (or currently pursuing), or equivalent certification
- Excellent organization skills and attention to detail
- Strong organizational and presentation skills
- Ability to create and manage complex project plans in an efficient and timely manner
- Ability to self-motivate, working remotely or in office environment
- Standard office working conditions PLUS flexible hours to support North American time zones