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Global Project Manager - PMS (Practice Management Software)

Docplanner
SpainRemotefull_timeVerifiedPosted 6 Mar 2025

About the role

<h3>Company Description</h3><p><strong>Who We are</strong></p><p>With a mission to "make the healthcare experience more human," Docplanner is the world's largest healthcare platform, operating in 13 countries across Europe and LATAM.</p><p>We build digital solutions for doctors, clinics, hospitals, and patients, streamlining the healthcare journey. Our platforms support almost 2 million healthcare professionals and 260,000 customers globally, offering free doctor reviews and instant appointment booking.</p><p>With a team of 2,700+ across offices in Warsaw, Istanbul, Rome, Barcelona, Mexico City, Bogotá, Curitiba, Rio, Munich, and Berlin, we’re shaping the future of healthcare.</p><p>Want to learn more? Check out real employee reviews on <a href="https://www.glassdoor.com">Glassdoor</a>.</p><h3>Job Description</h3><p><strong>Role Overview</strong></p><p>As the Global Project Manager – PMS, you will play a pivotal role in driving success for our PMS (Practice Management System) partners. Reporting directly to VP Customer Success - Clinics, you will:</p><p>-<strong> Own the Customer Success Strategy: </strong>Develop and implement comprehensive strategies to enhance the customer journey, ensuring efficient allocation of resources and measurable ROI.</p><p><strong>- Budget Planning &amp; Forecasting: </strong>Develop detailed budget plans and forecasts for customer success initiatives, monitor spending, and adjust allocations as needed to meet strategic objectives and financial targets.</p><p><strong>- Provide Strategic Leadership: </strong> Lead a high-performing customer success team, help local leaders inspire their teams, fostering a culture of continuous improvement and accountability. </p><p><strong>- Performance Tracking:</strong> Establish key performance indicators (KPIs) and use data-driven insights to monitor progress, optimize processes, and report results to stakeholders.</p><p><strong>- Data Enhancement:</strong> Ensure that we have all the essential data about our customers by working with cross-functional teams to gather, analyze, and leverage insights, driving improved customer success outcomes.</p><p><strong>- Cross-Functional Collaboration: </strong>Work closely with Sales, Product, and Marketing teams to align initiatives, drive innovation, and improve service delivery.</p><p><strong>- Customer Relationship Management:</strong> Build and nurture strong, long-lasting relationships with key PMS clients, ensuring they receive unparalleled support and value.</p><h3>Qualifications</h3><p><strong>Experience: </strong></p><p>- Proven track record (6+ years including leadership roles managing teams) in customer success or project management, ideally within the healthcare or SaaS sectors, with significant experience working with PMS/acquired companies.</p><p>- Leadership: Demonstrated ability to lead and grow teams, with strong strategic, analytical, and decision-making skills.</p><p>- Number savviness: Hands-on experience managing customer portfolio, establishing adoption and retention KPIs and driving cost-effective strategies that enhance customer satisfaction and business growth.</p><p>- CRM Experience: Proficient in utilizing CRM platforms, with desired expertise in HubSpot and Salesforce to streamline customer data management and drive actionable insights.</p><p>- Communication: Exceptional interpersonal and communication skills, with the ability to articulate complex ideas and influence at all levels. English is a must, Portuguese and Spanish a big plus. </p><p>- Innovation: A proactive mindset with a passion for improving processes and driving operational excellence.</p><p>- Education: Bachelor’s degree in Business, Finance, or a related field; an MBA or equivalent advanced degree is a plus.</p><h3>Additional Information</h3><p><strong>The process (preliminary outline)</strong></p><p>1️⃣ <strong>30-min Intro Call</strong> – Chat with Ainhoa (Global Talent Partner) to discuss the role and align expectations. Mutual feedback on role fit.</p><p>2️⃣ <strong>30-min Interview</strong> – Meet <a href="https://www.linkedin.com/in/micha%C5%82-sadowiak-97b6a254/">Sado</a>, our VP of Clinics (your future manager), to discuss your experience and team fit.</p><p>3️⃣ <strong>Business Exercise</strong> – Prepare and present your insights in a <strong>60-min session</strong> with Sado and relevant stakeholders.</p><p>4️⃣ <strong>Final Interview</strong> – A last conversation with Sado to cover any remaining questions.</p><p>5️⃣ <strong>References &amp; Offer</strong> – If all goes well, we move to the final steps! </p><p><strong>Benefits</strong></p><ul><li><a href="https://medium.com/docplanner-tech/stock-option-plan-is-not-optional-fefedf89ddee">Share options</a> plan after six months working with us, vesting in 5 years (subject to separate ESOP agreement and plan)</li><li>Gym membership (reduced price)</li><li>Health Insurance paid by the company </li><li>Flexible retribution plan benefits </li><li>Mental

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