Technical Project Manager

Job Description

Position: Technical Project Manager

Department: PM and Client Services

Reports to: Director, Project Management

Responsibilities

The Technical Project Manager performs a lead role in the project management function within fiVISION

new and existing clients. This includes the following:

• Manages client projects (Project Manager -new and existing client projects)
• Engages fiVISION staff as needed to implement client projects
• Analyze customer requirements and provide technical support to end-users, assisting with
  
  

inquiries, issues, and troubleshooting.

• Oversee project planning and execution, coordinate project resources, allocate tasks, and
  
  

monitor progress.

• Identify and mitigate project risks and issues.
• Maintain accurate project documentation, including project plans, technical documentation, and
  
  

status reports.

• Response to and initial triage of incoming support and information requests from clients
  
  

involved in onboarding

• Facilitates resolution of support requests if possible, including both training and configuration
  
  

support of the product

• Assist in the providing technical and business use case support to new client sales
  
  

presentations

• Engages fiVISION staff as necessary to resolve issues
• Update Help Guide as appropriate
• Assist with the management of support cases as needed
• Internal testing of new releases and projects
• Site visits to clients as needed or desired for client success
• Maintains product user and administration documentation
• Provide product feedback and improvement ideas to Product team
  
  

Characteristics & Behaviors:

The following characteristics and behavior patterns will maximize the Technical Project Manager

opportunity for success at fiVISION:

• Possess a serving outlook
• Be an effective communicator, both in written and verbal forms
• Be a positive team member, working with others to resolve problems
• Accept responsibility for issues as they arise
• Accepts lead role in projects and issues while inspiring a sense of teamwork and camaraderie
  
  

in others

• Strong orientation to detail
• High degree of self-initiative and motivation
• High level of adaptability and creativity
  
  

Skill & Experience:

The following technical disciplines are utilized in the Technical Project Manager role with an

advanced understanding of each being required. 3 years of prior experience in a client PM or technical

support role is required.

• Oversee project planning and execution, coordinate project resources, allocate tasks, and
  
  

monitor progress.

• Identify and mitigate project risks and issues.
• A working knowledge or understanding of HTML and JavaScript.
• Maintain accurate project documentation, including project plans, technical documentation, and
  
  

status reports.

• Ability to determine and define project scope and objectives
• Predict resources needed to reach objectives and manage resources in an effective and
  
  

efficient manner

• Working knowledge of deploying Financial Services technology
• Utilize industry best practices, techniques, and standards throughout entire project execution
• Monitor progress and make adjustments as needed
• Measure project performance to identify areas for improvement
• Zendesk or similar case management tools
• Familiarity with multiple browsers, SaaS and office automation tool
• Experience with website design, CSS, Vuejs and other configuration tools a plus
• Organizational sharing experience
  
  

Education & Training:

AS or BS in a technology program is preferred. Directly applicable experience may be

considered in lieu of a formal degree program.