POSTED Jan 11

Implementation Project Manager at ForUsAll

  • Project Management
  • Fulltime
  • Anywhere (100% Remote) Only
Job Description

OVERVIEW

We’re growing our Implementation Team! ForUsAll is seeking a high-energy and highly organized project manager. You will seamlessly onboard new clients onto our platform and coordinate across teams and outside partners to ensure that our clients receive the best possible experience. **** Our mission to fix retirement in America drives each team member and makes every incremental improvement exciting and meaningful.

THIS MAY BE THE RIGHT ROLE FOR YOU IF: Organization and detail are a top priority for you; you are a perfectionist at heart and use checklists in your everyday life; and if you love to define, document, and scale processes that drive day-to-day client success.

DAY TO DAY RESPONSIBILITIES

  • Create a project plan for each client’s implementation, take accountability for its success, and coordinate with both internal and external partners along the way.
  • Document new and existing processes to help standardize project plans, required tasks, and external communications.
  • Anticipate and proactively prevent errors and gaps in the road to a project’s success.
  • Learn about industry regulations/underlying concepts in order to understand and improve existing processes.
  • Approach errors as learning opportunities for improving our processes moving forward.
  • Anticipate where help may be needed and lend a hand to other team members workload balances shift.
  • Schedule client calls, prepare presentations, and lead calls.
  • Send weekly status updates to clients to keep them apprised of next steps and outstanding items.

QUALIFICATIONS

  • 1+ years of project management experience
  • Professional training and/or demonstrated project management expertise
  • Exceptional interpersonal skills and the ability to build relationships with new clients
  • Strong verbal and written communication skills
  • Ability to work autonomously and to balance multiple project timelines simultaneously
  • High attention to detail, ability to navigate legal documents, and superb organizational skills
  • Knowledge of Asana, Smartsheets, and/or other project management tools
  • Familiarity with Microsoft Office suite and Google Applications (i.e. Google Sheets)
  • Ability to thrive in a fast-paced, ever-changing startup environment
  • Strong preference for candidates who have experience in financial services and/or are familiar with implementation/installation processes at recordkeeping platforms. 

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