Project Manager

Extropy; United States; Remote; Confidential; Full time

Job summary

A growing advisory firm in the finance digital transformation space seeks a Project Manager to lead Procure-to-Pay SaaS Implementations. The successful candidate will ensure a seamless customer onboarding experience while guiding clients through digital transformation. With a focus on strategic consulting and a commitment to client success, this remote role offers collaborative opportunities in a dynamic environment.

Benefits

50%-75% employer covered insurance premium

Generous PTO policy

Fully remote

Qualifications

• 5+ years experience in Customer Success with SaaS products.
• Experience in Accounts Payable, Accounting, Procurement, or any Finance function.
• Ability to lead discovery calls and understand customer needs.

Responsibilities

• Own and deliver a successful customer onboarding experience.
• Establish project scope, plan, dependencies, and timelines.
• Meet and exceed quarterly targets defined by the business.

Skills

Problem-Solving

Verbal Communication

Written Communication

Listening

Negotiation

Presentation

Education

Bachelor’s degree or equivalent

Tools

Project management software

Asana

Job description

Extropy Advisors is an advisory firm in the finance digital transformation space founded in 2014. Our mission is to help organizations navigate successfully through the financial digital transformation journey, reach exceptional performance, and develop the processes and culture for long-term continuous improvement. Core to our business is strong reseller and professional services partnerships with carefully selected technology platforms and service providers. We are a certified women-owned small business that believes in empowering organizations of all sizes to transition into an automated, paperless environment to improve the efficiency and accuracy of workflows, while freeing-up valuable human resources from routine mundane tasks and reassigning them to focus on more strategic assignments through thoughtfully planned change management practices.

Our Core Values

Commitment

Unwavering commitment to ensuring our customers' success throughout their digital transformation journey, tailoring strategies for growth and excellence.

Ingenuity

Driving client success with creative solutions, staying at the forefront of digital finance through continuous learning and innovation.

Collaboration

Enhancing client outcomes by promoting internal collaboration, breaking down silos for a unified and effective digital transformation.

Leadership

Cultivating leadership in change management, supporting clients to effectively communicate and lead, and ensuring maximized results in the digital era.

Tasks

About The Role
As a Project Manager, you will be responsible for Procure-to-Pay SaaS Implementations and related consulting services for our customers during their automation journey by doing the following:

• Own and deliver a successful customer onboarding experience for customers using a Scrum-Fall project management methodology
• Take ownership of the client onboarding experience by strategizing/coordinating with the customer and our internal team
• Work directly with the customer’s project manager and executive team to understand their
• business needs, guiding them in strategic decision-making to maximize financial systems
• Establish a high-trust relationship with your customers through both project management and product knowledge
• Establish project scope, plan, dependencies, and timelines for launch, incorporating the different work streams, e.g. change management, integrations, and project phases
• Influence change within customers to drive the adoption of best practices and successful implementation, deriving optimal value and utilization of the product
• Predict and forecast risk, and problem-solve by working independently as well as collaboratively with internal and customer stakeholders
• Meet and exceed quarterly targets or other targets defined by the business
• Close to go-live, lead the implementation handover to Customer Success and Support
• Utilize Extropy’s methodologies and best practices to manage ongoing system optimization engagements with customers

Requirements

• Bachelor’s degree or equivalent (preferred)
• 5+ years of experience in Customer Success with SaaS products, particularly with implementation or digital transformation
• Industry experience in any of the following: Accounts Payable, Accounting, Procurement, or any Finance function
• Experience with managing tactical execution as well as strategic consulting, and uses both to establish trust and rapport with customers
• Ability to lead discovery calls and understand customer needs, and to leverage product knowledge to provide solutions that meet those needs
• Advanced problem-solving skills and verbal and written communication skills
• Excellent listening, negotiation, and presentation abilities
• Experience working with Asana is preferred, experience with project management software required

Benefits

• 50%-75% employer covered insurance premium
• Generous PTO policy
• Fully remote

If you feel you meet these requirements and are interested in being part of a collaborative team in a growth-oriented company, we encourage you to apply! We sincerely appreciate the time spent on your application, thank you for applying. We will be in touch if we feel you are a good fit for the role.