Senior Project Manager, Professional Services Job

Posted on 14d ago

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Summary of Senior Project Manager, Professional Services job

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FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP. We accelerate business value with comprehensive best practices and the most intelligent analytics-

all on the leading business cloud platform from Salesforce. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures.

For more information, visit


The Sr. Project Manager will primarily be responsible for managing the delivery of FinancialForce's Professional Services implementations of our Cloud-

based applications. The Sr. Project Manager will drive the delivery of FinancialForce's Professional Services engagements according to the agreed upon scope, time and budget-

all while ensuring the highest degree of customer satisfaction.

The Sr. Project Manager is a key player in managing, tracking and communicating the progress of projects, and in ensuring the quality delivery of FinancialForce's Professional Services.

From Initiation through to stabilization, the Sr. Project Manager will be responsible for planning customer specific engagements, setting and managing customer expectations, managing the business requirements development, review and sign-

off process, managing the execution of deliverables while controlling scope, executing the change management process when needed, and ensuring timely resolution of discrepancies and project roadblocks.

The Sr. Project Manager will manage multiple concurrent projects and will work with a number of resources within a matrix environment.


  • Day-to-day management of implementations across all of our products
  • Lead development and refinement of project management methodology implementation tools and practices and new service offerings
  • Provide application and project guidance, maintenance, training, and knowledge transfer
  • Manage resources, time, scope, and budget on multiple projects by creating and maintaining detailed project plans that emphasize speed to delivery while maximizing the efficient use of resources needed to meet the requirements.
  • Facilitate regular status meetings and touch points with the implementation team and the customer providing documented key discussion items, action items, risks and issues.
  • Provide guidance and mentoring to the implementation team while motivating team resources to work diligently and smartly in the best interest of the customer and FinancialForce.
  • Participate in and / or lead the development of key project deliverables (e.g., charter, project plan, issue logs, test plan, cutover plan, etc.)
  • Identify opportunities to offer other product or service offerings
  • Work with the customer and FinancialForce sales and marketing teams so the client will serve as a reference
  • Forecast project resource needs, onboard, train and develop new team members
  • Monitor project portfolio to maximize success, control budget, and adhere to schedule
  • Manage customer escalations to a positive resolve
  • Plan, manage and communicate the progress of the project, achieving project milestones and maintaining momentum of the project
  • Facilitate resolution of issues and roadblocks.
  • Escalate risks and issues internally to FinancialForce management and externally to customer project management team to resolve or mitigate risks and issues that stands in the way of project success.
  • Communication to prospective and current customers on the FinancialForce Methodology
  • Assist in the transition of the customer from implementation to delivery and support.
  • Work with partners who may be part of a larger FinancialForce consulting team to integrate them with the management approach overall.

  • 10+ years implementation consulting experience
  • Experience having project managed ERP solutions for Enterprise clients within a professional services function
  • PMI or PMP certification is a must
  • 5+ years of project management experience with the ability to mentor team while managing multiple priorities and deadlines
  • Extensive experience in documenting and maintaining project plans, risk / issue logs, action item logs, and other project management related tools to help achieve project success
  • Bachelors' Degree or equivalent experience
  • Familiarity with ERP implementation methodologies and comfortable with a cloud delivery model
  • Experience of apps or platform
  • Implementation experience with one or more of the following or similar technologies : FinancialForce, NetSuite, Oracle, PeopleSoft, Salesforce, SAP, Lawson, JD Edwards, Microsoft Dynamics or Workday
  • All phases of the software implementation lifecycle, methodologies and best practice
  • Professional management experience with a focus in the areas of professional services delivery, IT project management, and employee development
  • Prior experience in Professional Services, Accounting, Human Capital Management, and / or Supply Chain business processes
  • Ability to multitask in a fast-paced start-up environment
  • Demonstrate excellent interpersonal, organizational, and analytical skills
  • Embracing change and new challenges
  • Pre-sales activities such as providing scoping and level of effort analysis
  • Travel : The position is expected to travel 50%.

    As an equal opportunity employer, FinancialForce does not discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, marital status, religion, national origin, ancestry, age, disability, military or veteran status, genetic information or any other basis protected by applicable federal, state, or local laws.

    If, and as required by the San Francisco Fair Chance Ordinance or any other applicable federal, state, or local law, FinancialForce considers qualified applicants with arrest and conviction records for employment.

    FinancialForce also has an accommodation process to reasonably accommodate applicants and employees with disabilities. For more information or if you have a need, contact (see application details).



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    + PRO
    Product on the Salesforce platform creates truly unique advantages New executive leadership team creating the right culture Product team is world class
    - CONS
    Growing pains as a company as we scale to the next level
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    About Financialforce Company

    • Tod Nielsen as Chief Executive Officer and President Tod Nielsen ( Chief Executive Officer and President )
    • Vacancy Location: Denver, CO, United States
    • Vacancy job: Senior Project Manager, Professional Services
    • Rate: negotiable
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