Client Project Manager

6 days ago

Reading, United Kingdom Dynamic Planner Full time

Effectively communicate team progress in all relevant forums developing stakeholder confidence through learning the Dynamic Planner product set, developing your understanding of the Financial Advice domain and making a great contribution within our delivery team

· Deliver Tactical and Strategic intent of client contracts

· Coordinate Client Implementation and professional service activities

· Accountable for client implementation project budget and governance

· Leading planning and implementation of both internal and external projects to achieve organisational targets

· Manages and leads complex / large scale initiatives that span one or multiple business functions

· Full project lifecycle ownership: with success including full implementation from initiation to deployment for one or several initiatives simultaneously

· Empower and lead cross functional teams to maximise their potential

· Client and Third-Party management (at Senior Management level) on applicable projects

· Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and excellence

· Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organization

· Effectively communicate project status and progress in all relevant forums developing stakeholder confidence

Client and Third-Party management (at Senior Management level) on applicable projects or workstreams in UK and Europe

KPIs and Measures

· Projects delivered within the agreed constraints or deviations managed through change management process

· Well managed milestones, dependencies, issues, and risks

· Energized and supportive team delivering to their full potential.

· Performance management of vendors and 3rd party’s

· Obtain positive client feedback

· Clear reporting structure and report to Directors and act as two in a box with Customer Success Management

· Support peer reviews across all client implementations

Supports periodic business reviews identifying strengths, weaknesses, opportunities and threats

· 5+ years of experience in cross functional SaaS Implementation and client delivery

· Experience in large scale (25+) locally and remotely dispersed indirect resource pools

· Ability to shape projects (both green-field and progressive projects).

· Self-starter

· Team Management

· Client and Stakeholder Management

· Leadership, creative thinking, decision-making, accountability, determination to succeed, team player

· Wealth Management domain knowledge would be advantageous but not essential for the right candidate.

Flexibility to support European travel in support of business initiatives is a requirement of the role

· Become the glue between Account, Client and Delivery functions

· Provision of client change requests and qualified yes/no (managed via Product, Contracts, Changes etc.)

· Unites all supporting functions to ensure clear message / direction to deliver solution to client

· Provides ownership and governance for Client based initiatives including but not limited to Bids / Contract and Client Implementations

· Providing clear handover to Account and Support services post implementations

· Focus on delivering benefits into Clients, Users and enabling Account / Product Teams to evolve the relationship, embedding ourselves into their business processes

· Push to deliver a focussed professional service solution for the client(s), and enabling the relationship to support increase in revenue and reliance on Dynamic Planner

· Work with customer success managers to enable them to manage the account, enable Account & Customer Success Managers to focus on the user base pushing improvements, upgrades and up/cross sell the product

· Work with / close collaboration with Commercial, PreSales & Account teams

· Supports / guides / leads Account and Customer Success Managers through all clients early and late lifecycle phases- engagement, retender and end of life

· Manage risk, issues, and dependencies of the projects

· Commercial management at appropriate level

· Contractual awareness when supporting external clients/third parties

Provide visibility and progress of the projects against the plan to all stakeholders

Health & Wellbeing

Simplyhealth; AXA (Management) Healthcare; Employee Assistance Programme (& much more)

Financial & Retirement

Discretionary annual bonus; Company pension scheme; Life Assurance (& much more)

Discounts & Perks

Benefit Hub; Cycle to work; Give as you earn (& much more)

Leave

25 days per year; Anniversary holiday increase; Company sickness (& much more)

Recognition & other rewards

Team events; Quarterly treats; Recommend a friend scheme (& much more)

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