Sr. Project Manager (Professional Services-Client Facing)

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

 

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

 

We’re proud that we’ve been recognized  as a repeat winner of various industry  awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

 

Come join our team!

 

About iPipeline

Founded in 1995, iPipeline operates as  a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

 

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

 

This is an office-based position.

Responsibilities

We are seeking an experienced and Client-Facing Project Manager with relevant insurance industry experience. This role requires confidently taking ownership of end-to-end client satisfaction for high-profile projects.

• Project Planning: Independently manage multiple complex, simultaneous implementations. Lead the planning and execution of complex projects. Create and deliver Statements of Work (SOW) and Change Requests.
• Client Facing: Partnering with external clients.
• Stakeholder Management: Build and maintain strong relationships with key stakeholders. Set and manage expectations. Proactively address potential delivery challenges and solutions.
• Resource Management: Allocate resources across projects to ensure optimal use of skills and capabilities. Optimize resource allocations across sprints, backlogs, and customers.
• Quality Assurance: Ensure that project deliverables meet the highest standards of quality. Ensure appropriate level of test coverage and types of testing are planned and executed. 
• Change Management: Lead change management efforts to ensure smooth adoption of project outcomes. Develop strong working relationships and proactive communication practices with customers.
• Risk & Issue Management: Identify potential project risks.  Lead mitigation strategies.
• Budget Management: Monitor and manage project budgets, ensure that expenses are kept within bill rates and margins. Create and manage billing activities. Support forecast of future revenue expectation.
• Governance & Reporting: Provide project status to stakeholders, escalate risks to project as needed. Support Director or lead Governance meetings.
• Mentorship: Mentor less experienced Project Managers and coordinators, fostering a culture of excellence and continuous improvement. 

Qualifications

• Project Management: Strong project management skills in managing multiple simultaneous complex projects with experience in the software/SaaS industry.
• Project Management Tools:  Expertise in JIRA, Projector and Microsoft Office Suite. Advanced adherence to Agile and Scrum.
• Advanced Understanding of SDLC: Comprehensive understan