Client Success Project Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Manage a portfolio of client implementations from the point of sale through to launch.

• Convert client business objectives into actionable project plans for both internal teams and clients.

• Co-facilitate client kickoff meetings, conduct conversation design reviews, and oversee integration planning sessions.

• Create standardized project deliverables that outline scope, milestones, roles, and success metrics.

• Develop and uphold comprehensive project plans that feature realistic timelines, agreed-upon deliverables, and cross-functional service level agreements (SLAs).

• Proactively identify and manage risks, scope alterations, and dependencies across design, integration, and testing phases.

• Oversee SFTP and API integration milestones through configuration, testing, and readiness for launch.

• Raise concerns about timeline risks and capacity issues, providing recommended solutions.

• Conduct weekly project meetings with internal teams and clients.

• Provide updates on status, risks, challenges, and priorities to stakeholders.

• Ensure accountability for task ownership among internal teams and client stakeholders.

• Document meeting notes, monitor action items, and ensure all participants come prepared.

• Keep precise project records, onboarding trackers, and implementation documentation in Salesforce and SharePoint.

• Create kickoff presentations, conversation design materials, and necessary project documents.

• Assist Client Success Managers with project approvals, meeting agendas, and deliverables throughout launch and handoff.

• Enhance project management templates, standards, and process documentation.

⛳️ Requirements

• 3–5 years of experience in project management, implementation, or client-facing onboarding, ideally within SaaS or technology services.

• Proven capability to manage multiple projects concurrently while meeting competing deadlines without sacrificing detail.

• Excellent written and verbal communication skills, with confidence in leading meetings with client stakeholders.

• Proficient with project management and CRM tools such as Salesforce, SharePoint, Smartsheet, Asana, ClickUp, or similar applications.

• A proactive, organized, and detail-oriented working style.

• Bachelor’s degree or equivalent practical experience.

• Familiarity with data integrations, including SFTP file transfers, REST APIs, field mapping, and user acceptance testing (UAT).

• Ability to engage in credible conversations with technical teams.

• Experience in healthcare, health plans, insurance, education, or another regulated or compliance-sensitive sector.

• Knowledge of conversational messaging, contact center, customer experience (CX), or marketing automation platforms.

• PMP, CAPM, or Agile/Scrum certification is preferred but not mandatory.

🏝️ Benefits

• Remote-first work environment with a collaborative, low-ego team culture.

• Clear opportunities for advancement towards Senior Project Manager and managing larger, more complex enterprise implementations.

• Access to a manager for coaching and escalation support.

• Chance to take ownership of real client projects from start to finish.

• Work with enterprise clients and contribute to a category-defining product.