Senior Project Manager

Altai Systems delivers association-specific CRM software built on top of Microsoft Dynamics 365 CRM using the Power Apps suite of tools. We have an exciting opportunity available for a talented Senior Project Manager to join our Professional Services Team.

Our Project Managers are more than just project coordinators – they are skilled strategists, detailed analysts, and dynamic leaders that are relentless about customer satisfaction. They take the time to get to know our clients’ businesses intimately and exude a passion for streamlining processes and maximizing efficiencies.

The client-facing Senior Project Manager position is the ideal role for an experienced, detail-oriented, collaborative business leader that craves project success.

Job Responsibilities:

• Client Research
  • Work with the Sales team to gather detailed knowledge about a new client, their requirements, and how our proposed solution will best meet their needs.
  • Conduct independent research to become intimately familiar with the client’s business, beyond what was provided during the sales process.
  • Coordinate internal transition meetings between the Sales team and the Project team to ensure all resources are well prepared to begin the engagement.
• Project Kickoff and Discovery
  • Lead a project kickoff meeting to ensure all teams are well aligned and prepared for next steps.
  • Coordinate a thorough discovery and requirements analysis process to help our team understand the client’s business needs, goals, and objectives.
• Documentation and Implementation
  • Review the requirements and documentation created by Altai’s Business Analyst.
  • Review business process specs, user stories, use cases, and test criteria for agreed upon requirements (base and custom).
  • Present project documentation to client team for sign-off.
  • Collaborate with Business Analysts, Consultants, and Developers to convey any custom requirements to internal project teams.
  • Work with clients to develop new best practice business processes that fit Altai’s software, out-of-the-box.
• Project Planning and Management
  • Identify the appropriate internal project resources based on skillset, availability, and general fit to allocate to each project.
  • Assign and manage resources through our internal tracking system in accordance with project needs and individual utilization goals.
  • Create and maintain detailed project plans, status reports, and budget reports for clients on a regular basis.
  • Collaborate with various team members across Professional Services and R&D to formulate any additional estimates required.
  • Ensure all client communications are clear, timely, and informative.
  • Ensure excellent customer service throughout all aspects of the project.
  • Maintain personal accountability for the health and success of each project; keep management abreast of any challenges or needs for additional support.
  • Ensure all projects are completed on-time and within budget.
• Testing and Quality Assurance
  • Review all deliverables for compliance with client requirements.
  • Ensure all deliverables are thoroughly tested by Altai’s testing team.
• Project Close-Out and Retro
  • Perform a detailed project retro at the close-out of each engagement.
  • Provide reporting to management on successes, challenges, and lessons learned.
  • Provide the Sales team with a detailed financial report for comparison against original estimates.
• Account Management
  • Maintain relationship with clients post-launch.
  • Provide proactive updates to clients regarding new features, fixes, upgrades, etc.
  • Identify opportunities to grow Altai accounts through upsells and enhancements.
  • Work to maintain client referenceability throughout the life of each client relationship.
• Mentoring
  • Provide mentoring and guidance to newer Project Managers.
• Task Tracking
  • Maintain accurate time and task tracking records on a weekly basis for reporting and billing purposes.
  • Maintain accountability for personal billability goals (75% / week).
• Ensure all documented processes and procedures are followed.

This is a fully remote position, however staff must be available for occasional travel to visit a client site upon request (this is typically no more than 2-3 times per year for 1-3 days at a time). All staff must be available to work during the hours of 8am – 6pm ET and be available on camera for client-facing meetings.

Skills Required:

• 5+ years of experience managing large, intricate software implementation projects.
• 5+ years of experience managing project budgets in excess of $250K and timelines in excess of 12 months.
• Keen ability