Jobs and Careers
Q2

Sales & Success Project Manager

Q2
Aspen Lake 2, United States, United Statesfull_timeVerifiedPosted 8 Apr 2025

About the role

As passionate about our people as we are about our mission.

What We’re All About:

Q2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and fintech clients.  At Q2, our mission is simple: Build strong, diverse communities by strengthening their financial institutions. We accomplish that by investing in the communities where both our customers and employees serve and live.

What Makes Q2 Special?

Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.

The Job At-A-Glance:

We are seeking a dynamic Project Manager to support our Sales and Customer Success teams. The ideal candidate will oversee project timelines, coordinate cross-functional teams, and ensure that key initiatives align with organizational goals. This role requires strong organizational skills, a customer-focused mindset, and the ability to manage multiple projects concurrently.

Key Responsibilities:

  • Project Planning and Execution: Develop detailed project plans, define scope, set timelines, allocate resources and be accountable for timelines and completion.
  • Stakeholder Collaboration: Work closely with Sales, Customer Success, and other departments to understand project requirements, gather feedback, and coordinate efforts for successful implementation.

  • Communication and Reporting: Provide regular updates to stakeholders on project status, potential risks, and mitigation strategies. Prepare and present reports that highlight achievements and areas for improvement.
  • Continuous Improvement: Analyze project outcomes to identify lessons learned and recommend enhancements to processes, ensuring ongoing efficiency and effectiveness.
  • Customer Success and Sales Process Optimization:
    • Analyze and refine existing sales processes to enhance productivity and streamline operations.
    • Implement best practices and tools to improve sales effectiveness and forecast accuracy.
    • Ensure consistent Sales and Customer Success execution routines supporting a unified motion to prospecting deal progression, objection handling, closure of net new and renewal customer engagements.
  • Performance Measurement and Reporting:
    • Establish metrics and KPIs to assess program effectiveness and identify areas for continuous improvement.
    • Prepare and present reports to senior leadership on program outcomes and strategic initiatives.
  • Sales Tools Optimization
    • Drive key efficiencies through an optimized set of sales tools ensuring best practices enablement programs are offered and executed.
    • Manage vendor relationships to ensure we are maximizing the value of all critical sales tools and systems.  Ensure adoption routines are in place and being executed on.

    Qualifications:

    • Typically requires a Bachelor’s degree in Business Administration or Project Management (or related discipline) and a minimum of 5 years of related experience; or an advanced degree with 3 years of experience; or equivalent related work experience.
    • Banking or financial services industry experience preferred.
    • Proven track record of managing projects in a fast-paced environment.
    • Strong understanding of sales processes and customer success strategies.
    • Excellent communication and interpersonal skills, with the ability to influence and engage stakeholders at all levels.
    • Proficiency in project management tools (e.g., Jira, Trello, MS Project) and CRM software (e.g., Salesforce).
    • Certification in Project Management (PMP or equivalent) is a plus.

    This position requires fluent written and oral communication in English.

    Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

    Health & Wellness

    • Hybrid Work Opportunities

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    Q2

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