Sales Technology Project Manager – Financial Services

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

📋 Description

• Oversee and manage projects from inception to completion, ensuring seamless execution.

• Develop project plans, coordinate team efforts, delegate tasks, and drive projects towards successful completion.

• Convert business needs and organizational goals into practical delivery strategies.

• Track progress, recognize potential risks early, and implement solutions before issues escalate.

• Keep stakeholders, clients, and vendors updated; address challenges and facilitate resolutions.

• Manage changes in scope and schedule through a structured change management process.

• Monitor project health and delivery metrics within Smartsheet and provide regular reports.

• Maintain up-to-date project records, plans, and status documentation.

• Ensure compliance with company policies and adherence to team project standards.

• Create and manage Smartsheet trackers, dashboards, intake workflows, Gantt charts, and Kanban boards.

• Foster collaboration between the Sales and Operations Technology teams on sales enablement, operational efficiency, and platform initiatives.

⛳️ Requirements

• Minimum of 5 years of project management experience in IT or the insurance sector.

• Substantial hands-on expertise with Smartsheet and Microsoft Office (Office 365).

• Proficiency in creating Smartsheet trackers, dashboards, Gantt charts, and Kanban boards.

• Strong skills in Excel and PowerPoint.

• Experience managing projects through the entire Software Development Life Cycle (SDLC), from initial development to implementation.

• Excellent organizational skills and attention to detail while juggling multiple projects.

• Ability to solve problems and adapt when project requirements change.

• Bachelor’s Degree or equivalent experience is required.

• PMP or CAPM certification is preferred.

• Background in contact center, sales technology, or operations within regulated industries/insurance is ideal.

• Familiarity with ticketing, CRM, and telephony systems is preferred.

• Strong verbal and written communication skills.

• Eagerness to understand the tasks before planning them.

• Empathy for delivery teams and stakeholders.

• Confidence in giving and receiving constructive feedback.

• Adaptability when priorities change.

• Resilience, composure, and a positive attitude under pressure.

🏝️ Benefits

• Eligibility for bonuses.

• Comprehensive health insurance.

• Dental insurance coverage.

• Vision insurance options.

• Basic life insurance provided.

• Supplemental life insurance available.

• Short-term disability coverage.

• Long-term disability insurance.

• Employee Assistance Program (EAP).

• Wellness initiatives.

• 401K plan with company matching contributions.

• A supportive and inclusive work environment.

• Commitment to diversity and inclusion.