Senior Project Manager

Description

WHO WE ARE

Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions delivered on Salesforce's leading cloud platform provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in Austin, TX with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

THE ROLE

As Senior Project Manager you will primarily be responsible for managing the delivery of Certinia's Professional Services implementations of our Cloud-based applications. The Project Manager will drive the delivery of Certinia's Professional Services engagements according to the agreed upon scope, time and budget - all while ensuring the highest degree of customer satisfaction.

We consider this role to be a key player in managing, tracking and communicating the progress of projects, and in ensuring the quality delivery of Certinia's Professional Services. From initiation through to stabilisation, the Sr Project Manager will be responsible for planning customer specific engagements, setting and managing customer expectations, managing the business requirements development, review and signoff process, managing the execution of deliverables while controlling scope, executing the change management process when needed, and ensuring timely resolution of discrepancies and project roadblocks. The Project Manager will manage multiple concurrent projects and will work with a number of resources within a matrix environment.

WHAT YOU WILL DO IN THE ROLE

• Day-to-day management of implementations across all of our products
• Lead development and refinement of project management methodology, implementation tools and practices and new service offerings
• Provide application and project guidance, maintenance, training, and knowledge transfer
• Manage resources, time, scope, and budget on multiple projects by creating and maintaining detailed project plans that emphasise speed to delivery while maximising the efficient use of resources needed to meet the requirements
• Facilitate regular status meetings and touch points with the implementation team and the customer providing documented key discussion items, action items, risks and issues
• Provide guidance and mentoring to the implementation team while motivating team resources to work diligently and smartly in the best interest of the customer and Certinia
• Participate in and / or lead the development of key project deliverables (e.g., charter, project plan, issue logs, test plan, cutover plan, etc.)
• Identify opportunities to offer other product or service offerings
• Work with the customer and Certinia sales and marketing teams so the client will serve as a reference
• Forecast project resource needs, onboard, train and develop new team members
• Provide management with an accurate revenue forecast
• Manage utilisation targets from the delivery consultants and be able to report and forecast accurately based on this
• Monitor project portfolio to maximise success, control budget, and adhere to schedule
• Manage customer escalations to a positive resolve
• Plan, manage and communicate the progress of the project, achieving project milestones and maintaining momentum of the project
• Facilitate resolution of issues and roadblocks
• Escalate risks and issues internally to Certinia management and externally to customer project management team to resolve or mitigate risks and issues that stands in the way of project success
• Communication to prospective and current customers on the Certinia Methodology
• Assist in the transition of the customer from implementation to delivery and support
• Work with partners who may be part of a larger Certinia consulting team to integrate them with the management approach overall

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

WHAT ELSE WOULD BE GREAT

Certinia annually assesses our compensation and benefits strategies to ensure a best-in-class total rewards package. New hire base pay is dependent on job-related, non-discriminatory factors such as experience, tenure, growth potential, team parity, geo, etc. Base pay is one part of the Total Rewards that Certinia provides to compensate and recognizes employees for their work. Certinia provides other elements including best-in-class benefits, variable pay offerings, remote work opportunities, flexible time off, parental leave, 401(k), HSA and FSA plans, and more.

LI-AC1

Certinia is an affirmative action and equal opportunity employer. As an equal opportunity employer, Certinia does not discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, marital status, religion, national origin, ancestry, age, disability, military or veteran status, genetic information or any other basis protected by applicable federal, state, or local laws. Certinia also has an accommodation process to reasonably accommodate applicants and employees with disabilities. For more information or if you have a need, contact [email protected]. If applicable under the San Francisco Fair Chance Ordinance or any other applicable federal, state, or local law, Certinia considers qualified applicants with arrest and conviction records for employment.