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Professional Services Project Manager II

Northteq, Inc.
Lakeville, MN Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 4/18/2025

Professional Services Project Manager II

  • May 10, 2024

About northteq

We are a salesforce technology company that specializes in building exceptional vendor and borrower experiences that help equipment finance lenders build strong revenue streams. Over 175 companies have relied on our expertise to guide their technology journey.

Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.

Our flagship solution, Aurora, is a fully automated loan and lease origination system (LOS) and vendor / customer portal. Aurora enables lenders and their partners to automate the origination process from application intake to initial funding approval in just 3 minutes.

We also build solutions with some of today’s most innovative fintech companies. We work together to develop ready-to-hit-the-ground-running, out-of-the-box Salesforce apps that help equipment finance lenders drive sales and scale their business.

Based in Minneapolis, Minnesota, we offer fully remote and hybrid career options; so, when you work for Northteq, you can work from anywhere!

POSITION SUMMARY

The Project Manager II is a mid-level role. You will lead Northteq teams through the implementation of our loan / lease origination software. PM’s are assigned multiple projects at a time and you will be assigned to lead project teams of various sizes. PM’s are expected to drive project teams toward successful engagements resulting in employee and client satisfaction. PM II is expected to manage a combination of out-of-the-box implementations and larger, more customized projects independently and escalate for help, as needed.

ESSENTIAL JOB FUNCTIONS

  • Participates in strategic project planning sessions
  • Manage all aspects of project life-cycle from start to finish.
  • Create and manage project plans including accurate work activities, dependencies, and milestones.
  • Plan, monitor, control, report and communicate on key aspects of the project such as scope, budget, schedule, and customer satisfaction.
  • Manage project risks, issues, and project problems through to closure. This includes identifying and negotiating win / win outcomes.
  • Prepare accurate status reports and steering committee reports and lead status and steering committee meetings.
  • Manage and drive the change control process across the Northteq and client teams.
  • Escalate, keep informed and manage-up to relevant stakeholders as required.
  • Utilize resources in an efficient manner; clearly communicate work assignments and due dates.
  • Coordinate and drive work activities across project team and other Northteq departments as required.
  • Forecast resources accurately for projects assigned.
  • Lead and ensure smooth transitions from sales to PS and PS to support.
  • Build strong relationships with Northteq team and clients.
  • Understand Northteq’s implementation process and ensure project teams are following it.
  • Guide clients in implementation best practices and manage client expectations towards project goals and objectives.
  • Contribute to the improvement of professional services process, methodology and templates.
  • Employee is held accountable for all duties of this job and other duties as assigned.

    EXPERIENCE & EDUCATION

  • Bachelor’s degree in business or equivalent.
  • Education and certifications can be earned in role.

    JOB REQUIREMENTS

  • Must understand the full software development life cycle.
  • Must display all Northteq’s core values.
  • Ability to execute tactically and think strategically
  • Excellent verbal and written communication skills.
  • Strong analytical, problem-solving and time management skills.
  • Ability to meet deadlines and communicate status appropriately and timely.
  • Ability to persuade and influence.
  • Ability to train and mentor junior team members
  • Excellent customer service skills that build elevated levels of customer satisfaction.
  • Independent worker who can operate with little supervision.
  • Confident and capable of managing multiple customers and projects concurrently.
  • Must have 2 years Project Management experience in one of the following areas :
  • Software implementation

  • Professional Services capacity
  • Equipment finance, leasing or general commercial lending
  • Salesforce
  • Project Management Professional (PMP) Certification preferred but not required.
  • WORKING CONDITIONS

  • This position is remote.
  • If the employee is located in the Twin Cities Metro area of MN, office space can be provided in our WeWork office.

  • There may be occasional in-person meetings.
  • Travel is minimal but can increase based on client needs.
  • The physical demands described here are representative of those that must be met by an Employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • This job description in no way states or implies that these are the only duties to be performed by this Employee. He or she will be required to follow other instructions and perform other work-related duties requested by his or her supervisor.

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