Role Description Waterfield Tech is seeking an experienced Senior Project Manager to lead the delivery of complex customer experience and contact center modernization programs across a portfolio of cloud platforms, multi-vendor integrations, and AI-driven capabilities. This individual is the senior delivery owner for assigned engagements — guiding customers through the transition from legacy environments to modern, AI-enabled customer engagement solutions while managing scope, schedule, financials, and risk through the full project lifecycle. The Senior Project Manager has the authority to run the project on a day-to-day basis, partners closely with technical and customer stakeholders, and serves as the central point of accountability for delivering best-in-class customer service. This role is a critical leader on multi-vendor, integration-heavy engagements, including AI enablement projects that bring conversational AI, agent assist, and analytics into production alongside core contact center and unified communications platforms. Key Responsibilities - Manage a portfolio of complex, multi-workstream projects spanning customer experience, contact center, unified communications, Applied AI, and cloud migration engagements; own the full project lifecycle including scope, schedule, resource planning, budget, risk, change, and stakeholder communication. - Review proposal material, SOWs, and executed contracts to determine scope; request resources from matrixed support organizations; ensure contractual compliance with all RFP and SOW terms while delivering best-in-class customer service. - Partner with sales, solution consulting, and pre-sales engineering on opportunity scoping, level-of-effort estimation, and Statement of Work development for new and in-flight customer expansions. - Lead go-live event planning, production change management, and Day 1 post-launch incident support; lead transition to Day 2 support per Waterfield Tech standards. - Build and motivate cross-functional project teams; serve as the central point of contact between technical teams, customer stakeholders, vendors and subcontractors, and Waterfield Tech leadership. - Establish and maintain client relationships, manage expectations of project sponsors, and manage external vendor relationships including SOWs, deliverable acceptance, and invoice validation. - Identify, assess, and mitigate risks and issues; manage project change requests through formal change control with impact analysis, approvals, and downstream communication. - Lead AI enablement projects end to end — from discovery and use-case definition through production cutover and post-go-live tuning — including conversational AI, virtual agents, agent assist, real-time analytics, and AI-powered self-service. - Apply AI-powered solutions to project delivery itself, including automated status reporting, predictive risk analysis, intelligent meeting summarization, action-item tracking, and automated documentation generation. - Adhere to stage-gate quality and control guidelines and Waterfield Tech project management standards, including booking, time entry, and project operations within Microsoft Dynamics 365 / Project Operations. - Provide status reporting on milestones, deliverables, dependencies, risks, and issues to leadership and stakeholders; deliver progress reports, dashboards, and steering committee updates. - Track and report customer-outcome metrics at the project level — including CSAT, NPS, on-time delivery, schedule variance, and cost variance — and surface trends and corrective actions to PMO leadership. - Conduct lessons-learned sessions upon project closure, produce after-action reports, and contribute to PMO process improvement and continuous improvement initiatives. - Provide coaching, mentorship, and on-the-job training to junior project managers, project coordinators, and team members. - Continue professional development to keep abreast of emerging technologies, methods, and best practices; perform other duties as assigned by leadership. Qualifications - Bachelor's Degree from an accredited college or university required; Master's Degree a plus. Emphasis in Project Management, Information Technology, or Business Leadership preferred. Equivalent work experience will be considered. - Prior experience as a Technical Project Manager at a manufacturer or vendor business partner (e.g., Avaya, Cisco, Genesys, Five9, Zoom, Microsoft, an AWS Partner Network member, or similar) delivering customer-facing projects on behalf of the partner. Internal/end-customer-only PM experience is not equivalent for this role. - 8+ years of experience managing complex technical projects, including tracking and planning. - 4-7 years of related experience in a project management or delivery leadership role. - 5+ years of experience working with business stakeholders within a cross-functional matrix environment. - 1+ years of experience gathering and documenting requirements directly with the client or business. - Extensive understanding of project and program management principles, methods, and techniques (Waterfall, Agile, Hybrid). - Demonstrated experience leading multi-vendor delivery and integration projects across customer engagement, telephony, and cloud platforms. - Demonstrated experience leading legacy-to-cloud migrations and platform transitions for enterprise customers. Requirements - AI enablement projects, including conversational AI, virtual agents, agent assist, real-time analytics, and AI-powered self-service. - Five9 contact center implementations and migrations (inbound, outbound, blended, WEM). - Genesys Cloud CX implementations and migrations from legacy Genesys Engage / PureConnect or other ACD platforms. - Cisco Webex Contact Center implementations and migrations, including Webex Calling deployments and Webex Connect / digital channel rollouts. - Avaya Cloud Office (ACO) implementations and migrations from Avaya Aura / IP Office to ACO. - Avaya Aura Communication Manager (CM) v8 implementations and upgrades through CM v10.2, including experience with Avaya peripheral products and contact center applications such as Proactive Outreach Manager (POM), Customer Browser Adapter (CBA), post-call survey, and Avaya Experience Portal (AEP). - Zoom Contact Center and Zoom Phone deployments, including integrations with Zoom Workplace. - Multi-vendor / multi-platform delivery, including projects that combine two or more of the above with CRM, WFM, QA, and analytics integrations. - Legacy-to-cloud migration delivery, including dual-running cutover plans, number porting, contact-flow translation, and reporting reconciliation. Certifications - PMP certification required (or equivalent recognized certification such as PRINCE2 Practitioner or PgMP). - Agile / Scrum certifications a plus (CSM, PMI-ACP, SAFe). - ITIL certification recommended. - Change management certification a plus (e.g., Prosci ADKAR). Technical Proficiency - Intermediate to advanced proficiency with MS Project (or Smartsheet), Word, Excel, Visio, PowerPoint, and SharePoint. - Experience with Microsoft Dynamics 365 / Project Operations for booking, time entry, and project operations. - Experience with AI-powered project management tools and platforms (e.g., Microsoft Copilot, ChatGPT, Claude, AI-enhanced PPM tools). - Familiarity with modern project portfolio management and collaboration platforms. Soft Skills - Self-motivated leader with strong diplomatic and motivational skills, including the ability to lead up, across, and down multiple business and technology organizations. - Excellent attention to detail with a proven ability to adapt to shifting priorities, competing demands, and timelines through analytical and problem-solving capabilities. - Ability to execute many complex tasks and projects simultaneously, working effectively as a team member and independently. - Proven ability to work creatively and analytically in a problem-solving environment, demonstrating teamwork, innovation, and excellence. - Outstanding oral and written communication skills across all organizational levels, including executive audiences. - Demonstrated ability to align diverse stakeholders and resolve cross-functional tensions constructively. - Adaptable and innovative; thrives in environments of rapid change and ambiguity. Physical Requirements - Ability to sit for extended periods (up to 80% of the time). - Ability to lift or carry objects up to 10 lbs. - Frequent use of computer, telephone and standard office equipment. - Ability to travel occasionally for client meetings, training or installations. Position Information - Position Status: Full time - Location: Remote Benefits - Comprehensive package including medical, dental, vision, LTD, life, AD&D, 401(k), Paid time off, sick time, holidays and more. Company Description Waterfield Tech is proud to be an equal opportunity employer. Waterfield Tech believes that all persons are entitled to equal employment opportunity and does not discriminate against its Employees or applicants because of race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, citizenship status, disability, protected medical condition, military status, genetic information, or any other basis prohibited by applicable federal, state, or local law. This policy extends to all aspects of our employment practices including, but not limited to, recruiting, hiring, training, discipline, promotion, transfers, compensation, benefits, leaves of absence, termination, and all other terms and conditions of employment.

• Interact day-to-day with an assigned specific leader within the organization • Advise on how to navigate the re-organization – drawing from experience, advise on what needs to be done, considered, communicated, etc • Provide technical, functional, and consultant expertise for problem definition, analysis, requirements development and implementation for complex to extremely complex systems or issues.   • Make recommendations and advise on organization-wide process improvements, optimization or maintenance efforts in integrated financial management systems. Specifically: business process improvement, risk management.  • Advise on organization-wide system improvements, optimization or maintenance efforts in integrated complex to extremely complex financial management systems and provide expert advice, research analysis and offers recommendations based off results.   • Support the documentation and maturation of management processes to include regular meetings with business Leaders and development teams and submitting recommendations such as lessons learned and process improvements.  • Support the documentation specialists on the effort with writing SOPs, guidebooks, and process mapping as needed.

• Drive execution of customer onboarding programs, including complex implementations involving data migration, integrations, and multiple stakeholders. • Own project plans, timelines, dependencies, and risk management across multiple concurrent workstreams. • Partner cross-functionally with Sales, Customer Success, Product, and Engineering to ensure aligned, on-time delivery. • Maintain clear project visibility through structured documentation, status reporting, and consistent communication cadence. • Identify risks early, remove blockers quickly, and keep projects moving with pace. • Hold stakeholders accountable while maintaining a collaborative, solutions-oriented approach. • Lead internal initiatives that improve delivery efficiency, scalability, and overall implementation quality. • Lead or support onboarding and training delivery during peak periods to accelerate customer adoption. • Maintain strong product knowledge and apply it directly to both implementation and training execution. • Perform other related duties as assigned.

• Lead end-to-end project delivery across scope, planning, risk, issue, communication, and integration management. • Manage Agile delivery frameworks and scale processes across teams and stakeholders. • Own project execution against contract/service order, ensuring alignment with client expectations and business outcomes. • Translate complex healthcare and RCM requirements into actionable plans and deliverables. • Develop and maintain project artifacts: charters, Gantt charts, sprint plans, best practices, and lessons learned. • Track and report progress using tools like Smartsheet, JIRA, Confluence, and others. • Proactively manage risks and issues, driving resolution through stakeholder collaboration. • Prepare and present governance reports, OKRs, KPIs, and executive dashboards. • Coordinate across product, engineering, infrastructure, and client teams to ensure seamless delivery. • Oversee transition to production support and manage post-go-live activities including ticket resolution. • Facilitate Agile ceremonies: sprint planning, reviews, retrospectives, demos. • Serve as a subject matter expert in project management and Agile delivery within the organization.