Implementation Project Manager

Summary

Join Addepar as an experienced Enterprise SaaS Project Manager to build our Project Management practice. You will lead project implementations for Enterprise & Strategic clients, managing cross-functional teams and delivering the Addepar solution on time and within budget. This strategic role involves partnering with internal and external teams, including Sales, Engineering, and C-suites. You will translate client needs into detailed project plans, manage scope, schedule, budget, and resources, and lead steering committee meetings. The role requires strong project management skills, experience with SaaS implementations, and excellent communication abilities. Addepar offers a competitive salary, bonus, equity, and benefits package.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• Professional experience in Financial Services, Technology Implementations, or Consulting preferred
• PMP and CSM preferred
• Independent, adaptable, and can thrive in a fast-paced environment
• Experience with Salesforce/FinancialForce, Jira, Confluence
• Previous experience in investment management software implementations

Benefits

• Bonus
• Equity
• Benefits