Senior Project Manager, Professional Services
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Project Manager leading customized Equity Management platform migrations for enterprise banking clients at insightsoftware. Coordinating product, engineering, and customer teams through go-live.
Responsibilities:
- Lead customer-facing engagement throughout migration projects as the primary point of contact for enterprise banking clients
- Collaborate with customers and the product team to design highly customized solutions for complex business requirements
- Partner with engineering to ensure technical feasibility and drive platform enhancement build-out
- Manage 10+ concurrent migrations with varying complexity, coordinating cross-functional stakeholders across time zones
- Own the customer journey from pre-migration planning through go-live and post-launch optimization
- Identify and communicate the business impact of technical decisions and trade-offs
- Track migration metrics, customer satisfaction, and product quality throughout delivery
- Continuously improve processes, documentation, and best practices based on migration lessons learned
- Serve as the customer interface while coordinating cross-functional internal execution
Requirements:
- 7+ years in direct client-facing product roles with a proven track record managing large-scale enterprise deliverables (PM, Sales Engineering, Solutions Architect, or similar)
- Deep understanding of enterprise software implementations and system integrations
- Proven ability to manage complex, highly customized customer projects while maintaining product integrity
- Exceptional cross-functional collaboration skills
- Strong communication skills with ability to translate technical concepts for business stakeholders and vice versa
- Experience managing multiple concurrent large-scale customer projects with competing priorities and dependent internal teams
- Comfort working in a dynamic, fast-paced environment with evolving customer requirements and external-facing accountability
- Track record of success in customer-centric delivery environments
- Background in FinTech or financial services software preferred
- Direct experience with equity management platforms (Certent, Shareworks, or similar solutions) preferred
- Familiarity with enterprise banking or alternative asset management workflows preferred
- Experience with BI/reporting platforms and financial data management preferred
- Track record managing large-scale customer migrations or transformations preferred
- Technical fluency in system architecture, API integration, and data workflows
- Background checks required for employment, where permitted by country, state/province
Benefits:
- Additional bonus eligibility may apply
- Confidential handling of applicant information
- Equal employment opportunity workplace
Similar Jobs
Customer Success, Project Manager
Customer Success and Project Manager supporting French municipalities with greehill’s AI-powered urban tree data and digital twin technology. Managing customer relationships, onboarding, and project delivery.
NEPA Project Manager
NEPA Project Manager preparing legally defensible environmental documents for infrastructure and coastal restoration projects. Coordinating agencies, clients, stakeholders, permitting, public meetings, and NEPA compliance at EDGE.
EBS Implementation Project Manager
Project Manager/Scrum Master leading Agile enterprise technology projects at Argano, a digital consultancy. Managing scope, budgets, risks, stakeholders, and delivery quality.
Project Manager
Project Manager/Scrum Master leading Agile technology projects for Argano, a digital consultancy. Managing scope, budgets, risks, stakeholders, and delivery quality across complex enterprise initiatives.
Project Coordinator
Project Coordinator supporting Argano’s digital consultancy engagements. Coordinating schedules, budgets, documentation, meetings, and project performance reporting.
Senior Project Manager
Senior Project Manager overseeing financial controls, forecasting, and delivery for DLB Associates’ mission-critical construction projects. Leading multidisciplinary teams across U.S. hyperscale data center programs.
Grid Interconnection Project Manager
Grid Interconnection Project Manager supporting ERCOT interconnection and project development. Advancing Soluna’s renewable-energy data centers that convert excess power into computational work.
Senior Implementation Project Manager
Senior Implementation Project Manager leading complex customer launches for OpenLoop’s telehealth support solutions. Coordinating integrated plans, governance, UAT, readiness, launch and stabilization across U.S. care delivery.
Senior Project Manager – BTM I&C
Senior Project Manager leading complex substation projects for GE Vernova’s Grid Systems Integration business. Coordinating engineering, procurement, construction, commissioning, stakeholders, risks, and delivery.
Project Manager
Project Manager delivering BPO projects for Mexico-based outsourcing operations. Managing client relationships, KPIs, escalations, and day-to-day service delivery remotely.
Project Manager
Project Manager delivering BPO projects for Mexico-based operations. Managing client relationships, KPIs, escalations, and day-to-day service delivery remotely.
Project Manager
Project Manager delivering BPO projects for Mexico-based operations. Managing client relationships, KPIs, escalations, and operational performance remotely.
Project Manager
Project Manager delivering BPO projects, KPIs, escalations, and client relationships for Mexico-based outsourcing operations. Fully remote role supporting operational performance and Client Success.
Project Manager
Project Manager delivering BPO projects for Mexico-based outsourcing operations. Managing client relationships, KPIs, escalations, and day-to-day service delivery remotely.
Project Manager
Project Manager delivering BPO projects and client success for Mexico-based outsourcing operations. Monitoring KPIs, resolving escalations, and coordinating remote teams and stakeholders.
Project Manager
Project Manager delivering BPO projects and client success for Mexico-based outsourcing operations. Monitoring KPIs, managing escalations, and coordinating remote teams and clients.
Project Manager
Project Manager overseeing BPO project delivery, KPIs, escalations, and client relationships. Supporting Mexico-based operations in a fully remote contractor role.
Project Manager
Project Manager delivering BPO projects for Mexico-based outsourcing operations. Managing client relationships, KPIs, escalations, and day-to-day remote delivery.
Project Manager
Project Manager delivering assigned BPO projects for Mexico-based operations. Managing client relationships, KPIs, escalations, and operational performance remotely.
Project Manager
Project Manager overseeing BPO project delivery, KPIs, escalations, and client relationships in Mexico. Fully remote role supporting operational performance and Client Success.