Senior Project Manager (Payroll and Retirement Services)

CoAd; Bradenton (FL); On-site; USD 110,000 - 140,000; Full time

Job summary

CoAd is seeking a Senior Project Manager to join the PMO and lead complex fintech projects across software development, product launch, and operations. You will guide multiple initiatives through agile and waterfall methods, ensuring on-time, on-budget delivery with high quality.

The ideal candidate will have 7+ years of cross-functional leadership experience and a strong business acumen, with a track record of stakeholder alignment and process optimization in a PEO context.

Qualifications

• Bachelor's degree in Business Administration, Project Management, Information Technology or related field (Master's degree preferred).
• +7 years proven experience leading complex cross functional enterprise projects.
• Excellent communication, interpersonal, and negotiation skills.
• Stays current with emerging AI tools and proactively identifies opportunities to apply them to team or business challenges.
• Able to work alongside AI systems as a thoughtful collaborator, combining AI efficiency with human critical thinking.

Responsibilities

• Plan, lead, manage and monitor concurrent complex projects from inception to completion.
• Assess a project and select, apply and tailor various project management methodologies including scrum, kanban and waterfall, to deliver the project in alignment with business goals, timelines and budget.
• Develop and maintain comprehensive project artifacts including project charter, project milestones and detailed plan, risk and issue planning & tracking, communication plan, release and deployment timelines.
• Perform qualitative and quantitative analysis to identify project risks. Facilitate risk planning to identify triggers, risk strategies and document response plans.
• Responsible for timely tracking and reporting on key project metrics to PMO, stakeholders and Senior leadership.
• Establish and maintain a network of excellent cross functional relationships across the organization, as well as contractors, third party vendors and other project stakeholders.
• Ensure effective communication and collaboration between your project teams and their stakeholders. Model communication and actions that contribute to a collaborative, innovative team culture dedicated to continuous improvement.
• Identifying and recommending project management best practices, methodologies, and standards, fit to various use cases in a Center-of-Excellence model.
• Contribute to the development and maintenance of project management tools, templates, and systems that support project and portfolio planning, tracking and reporting.
• Facilitate continuous improvement of corporate processes through execution of project retrospectives at various milestones throughout the project life cycle.

Skills

Cross-functional leadership

Communication

Negotiation

AI tools awareness

Team collaboration

Education

Bachelor's degree in Business Administration, PM, IT

Master's degree preferred

PMI PMP certification preferred

Scrum Master certification preferred

Product Owner certification preferred

Tools

Scrum

Kanban

Job description

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

Position Summary

We are seeking an experienced and dynamic professional to join our Project Management Office as a Senior Project Manager. The ideal candidate will have a proven track record of successfully managing complex fintech projects with software development, product launch and operational components in the PEO industry, utilizing both agile and waterfall project management methodologies. This position leads multiple concurrent strategic projects with contributors from across the entirety of the business, to ensure the projects are completed on time, on budget and with excellent quality. This role utilizes exceptional leadership skills, team-building capabilities, business acumen, and a strategic mindset to drive project team alignment, planning, communication and reporting. As a Senior Project Manager, you will identify and recommend opportunities to optimize our project management processes within the PMO and across the company to further drive organizational success. This position will report up to the Director PMO.

Essential Job Functions

• Plan, lead, manage and monitor concurrent complex projects from inception to completion.
• Assess a project and select, apply and tailor various project management methodologies including scrum, kanban and waterfall, to deliver the project in alignment with business goals, timelines and budget.
• Manage project scope. Facilitate charter scope elicitation from business stakeholders, lead project kickoff and partner with business analysts and department project leads to maintain cohesive alignment of scope to business and project goals throughout the life of the project.
• Develop and maintain comprehensive project artifacts including project charter, project milestones and detailed plan, risk and issue planning & tracking, communication plan, release and deployment timelines.
• Perform qualitative and quantitative analysis to identify project risks. Facilitate risk planning to identify triggers, risk strategies and document response plans. Monitor and report on obstacles, engaging the project team, stakeholders and sponsor to drive positive project outcomes.
• Responsible for timely tracking and reporting on key project metrics to PMO, stakeholders and Senior leadership.
• Establish and maintain a network of excellent cross functional relationships across the organization, as well as contractors, third party vendors and other project stakeholders.
• Ensure effective communication and collaboration between your project teams and their stakeholders. Model communication and actions that contribute to a collaborative, innovative team culture dedicated to continuous improvement.
• Identifying and recommending project management best practices, methodologies, and standards, fit to various use cases in a Center-of-Excellence model.
• Contribute to the development and maintenance of project management tools, templates, and systems that support project and portfolio planning, tracking and reporting.
• Facilitate continuous improvement of corporate processes through execution of project retrospectives at various milestones throughout the project life cycle.

Required Skills And Experience

• +7 years proven experience leading complex cross functional enterprise projects.
• Strong business acumen and the ability to align project objectives with organizational goals.
• Excellent communication, interpersonal, and negotiation skills.
• Stays current with emerging AI tools and proactively identifies opportunities to apply them to team or business challenges.
• Comfortable experimenting with new AI capabilities and sharing learnings with the broader team.
• Able to work alongside AI systems as a thoughtful collaborator, combining AI efficiency with human critical thinking.

Educational And Professional Licensing Or Certification Requirements

• Bachelor's degree in Business Administration, Project Management, Information Technology or a related field (Master's degree preferred).
• PMI PMP certification preferred.
• Certification as a Scrum Master preferred.
• Certification as a Product Owner preferred.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.