Enterprise Project Manager

Role Overview

• As an Enterprise Project Manager, you will be responsible for overseeing and project managing the Orion Enterprise client Consulting, Practice Management and Onboardings by providing a high level of customer service to the clients.
• Perform duties including the oversight of Enterprise client onboarding, project plan creation and management, system setup, working with Orion Portfolio Solutions and Subject Matter Expert teams as needed.
• Consult and use Practice Management skills to understand client needs and requirements
• Work with Onboarding, Premier, SME and Orion Portfolio Solutions (OPS) teams to establish service standards for enterprise clients
• Ensure effective communication on client migrations and system setup including outreach to appropriate sales team members and stakeholders
• Create onboarding project plans including scheduling and change control process
• Lead any BRD new development efforts if required
• Lead the onboarding process for Enterprise clients including process setup and SME team coordination
• Lead transfer of Enterprise client to Premier Service Support – closing onboarding process
• Support sales team in the process of recruiting new firms to join Orion Enterprise
• Attend prospect meetings as needed
• Establish project plans specific to each Enterprise firm.
• Act as an escalation point for escalated issues and complex problems; resolves where appropriate in order to provide effective support
• Process and workflow creation with respect to Orion Portfolio Solutions
• Assist in troubleshooting integration points and setup
• Have an understanding of TAMP functionality and features.

Requirements

• Has minimum of a bachelor’s degree in Business Administration or related field
• Preferably someone with a Project Management Professional (PMP)
• Has minimum of 5 years of customer services-related or multiple operations team experience required, with at least 2 years of experience with Orion or affiliated company
• Has minimum of 2 years of management/leadership experience
• Preferably experience with client onboarding
• Possess experience working within financial services industry
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Tech Stack

• PMP

Benefits

• health, dental, vision, and disability coverage on day one
• 401(k) plan with employer match
• paid parental leave
• pet benefits including pawternity leave and pet insurance
• student loan repayment and more.