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Practifi is seeking a Technical SaaS Project Manager to translate signed SOWs into live, trained clients. You will own end-to-end delivery with BAs, Consultants, and Data Engineers, ensuring scope, timelines, and clear client communication.
You’ll manage multiple regulated-industry implementations, with a team supporting risk early and a growth path through Learnbucks and PMP/CSM certs. This role offers remote-first collaboration.
We build Salesforce-native software for financial advisors, and we're honest about what that actually means day to day: real clients, real deadlines, and a product that has to work in a regulated, detail-obsessed industry. We're under 100 people, remote-first across the US and Australia, and we still know each other's names. What you see in this posting is what you get. No mission-statement theater, no ping-pong table photos standing in for substance.
When a financial advisory firm signs with Practifi, the Technical SaaS Project Manager is the person who turns that signed Statement of Work into a client that's actually live, actually trained, and actually happy. You'll own the delivery of implementation projects end to end, working alongside Business Analysts, Consultants, and Data Engineers to keep scope honest, timelines realistic, and clients informed. This isn't a role where you push a JIRA board and hope for the best. It's a role where your judgment about risk, scope, and communication determines whether a go-live is smooth or stressful.
The Core Work
The Reality Check
You’ll be managing multiple regulated-industry clients at once, and some weeks the volume of status meetings, UAT questions, and risk flags will be real. You won’t be doing it alone. You’ll have a Practibuddy from day one, a team that includes experienced Business Analysts and Data Engineers who know the product cold, and a hiring manager who wants to hear about risk early, not after it's a fire.
The Growth Part
Practifi promotes from within, and PMO is no exception. You'll have a Learnbucks stipend to put toward certifications like PMP or Scrum Master, direct exposure to how a growing SaaS company scales its delivery function, and a hiring manager who's building this role with room for it to grow into more scope over time.
The Must-Haves
The Nice-to-Haves
The More Important Stuff
We’d rather hire someone with strong instincts and less direct fintech exposure than someone with the perfect resume and no curiosity. If you ask good questions, you’re honest when something's off track, and you genuinely like the puzzle of keeping a complex project moving, that matters more than a checklist match.
The Practical Stuff
The Cultural Stuff
This role reports to Elizabeth within the PMO / Implementation team, and works closely with our Business Analysts, Consultants, and Data Engineers on every active engagement. We're targeting a start date as soon as the right person is ready, and we're building toward a two-project-manager team as our pipeline grows.
We're not just hiring a Technical SaaS Project Manager, we're adding someone to our community who'll shape how our clients experience Practifi during the most important weeks of their relationship with us. If that sounds like the kind of ownership you want, we'd love to hear from you.
Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
We value transparency in our hiring process. Please note that portions of our recruitment process may involve the use of AI-assisted tools to help review applications and match candidates to job requirements. All final hiring decisions are made by our human recruitment team, ensuring fair and thoughtful consideration for every applicant.