• Creating and maintaining project charters for technical implementation projects. • Negotiating mutually acceptable project objectives, requirements, timelines, and success criteria. • Creating project schedules and managing technical project milestones. • Leading project kickoff calls to establish scope, expectations, deliverables, and communication plans. • Coordinating internal teams, third-party vendors, and client stakeholders to ensure successful project execution. • Managing complex technical projects including database mergers, migrations, EMR integrations, practice management system conversions, and large-scale data splits and exports. • Collaborating with Development, Product, Support, and Operations teams to deliver specialized technical solutions. • Reviewing technical project requirements and providing consultation during the pre-sales process to ensure project scope, timelines, and solution requirements are clearly defined. • Identifying project risks, technical dependencies, implementation challenges and driving mitigation strategies. • Identifying and managing implementation issue lists and escalations through resolution. • Executing projects according to approved project plans and technical requirements. • Monitoring project progress and adjusting as necessary to ensure successful project completion and client satisfaction. • Establishing communication schedules and conducting regular client and vendor touchpoints to provide updates, address concerns, and maintain project alignment. • Setting up and maintaining project documentation to ensure all project information is appropriately documented and secured. • Serving as the primary technical implementation contact for Customer Experience (CX) on complex client engagements. • Reviewing project deliverables with stakeholders to ensure quality standards and project objectives are met.

Role Description The Senior Project Manager (SPM) is responsible for working with a wide range of stakeholders to plan, schedule, execute, track, and deliver roadmap projects on-time, on-scope, and on-quality. The PM will partner with technical product management, engineering, QA, and business partners to identify and honor critical milestones, remove obstacles or risks that threaten a successful delivery, and to lead agile teams to completion of commitments. - Chief promise keeper for achieving agreed upon milestones in committed projects/programs, as well as maintained software. - Proactively identifies and removes impediments to ensure successful delivery of team commitments across a program. - Actively monitors schedule compliance – i.e., enforcing and/or monitoring, and escalating when there is a potential issue across a program. - Owns and drives issue resolution and risk mitigation across a program. - Ensures teams/stakeholders focus on both intermediate milestones and end-to-end delivery of the user experience. - Drives commitments to completion on-time, on-scope, and on-quality across one or more program. - Facilitates the successful release of projects/programs (e.g. Go/No Go meetings, documented release plans, etc.). - Monitors and drives tech ticket maintenance and resolution. - Coaches and facilitates one or more scrum teams, and also leads other Project Managers. - Champions agile methodologies throughout the development process. - Ensures understanding of and execution of the SDLC. - Monitors team progress and redirects as needed for success. - Actively shields the team from distractions during the sprint. - Monitors and nurtures the health/morale of team. - Ensures all projects/programs are executed with excellence. - Understands and tracks roadmap commitments after proper prioritization. - Recognizes cross-project and cross-team interdependencies and communicates accordingly to expose and mitigate potential risks. - Escalates issues across impacted projects and teams. - Ensures the charter is complete, approved, and a living document to reflect the current state of a project/program. - Establishes team norms that participants support. - Maintains a precise and accurate decision log that is communicated to stakeholders to ensure visibility and traceability for key decisions. - Executes successful kick-offs, iteration 0’s, and dependency resolution. - Maintains project artifacts. - Effectively communicates within and across teams to ensure successful collaboration. - Demonstrates skills in leadership, negotiation, conflict management, communication, and critical thinking. - Owns and manages communication plan for project. - Adjusts communication style and delivery for team/audience. - Diplomatically addresses issues with a wide variety of stakeholders. - Works out dependency issues and escalates when necessary. - Takes and shares accurate notes with the right level of detail for the intended audience. - Owns agenda creation (establishing, circulating, and keeping refreshed), including appropriate attendee identification, invitation, and confirmation that required attendees can/do attend. Qualifications - Bachelor's degree in Business, Information Technology, Computer Science or related field preferred. Advanced degree is a plus. - In depth knowledge of software development and adoption, ideally in Ed Tech preferred. - Project management experience required, demonstrated by a minimum of 5 years as Project Manager, managing a project timeline, resources, and scope in order to meet business requirements. - Self-motivated and well-organized; able to prioritize tasks and work well under pressure. - Outstanding oral and written communication skills required. - Strong organizational, planning and prioritization skills required. - Adequate product knowledge and understanding of markets/customers. - Proven ability to build and lead strong teams, as well as other Project Managers. - Experience building and scaling highly-engaged, high performing product teams in a fast-paced SaaS environment. - Exceptional problem solving skills. - History of building effective relationships at all levels. - Ability to function successfully across matrix environments. - Scrum master experience as a coach/facilitator and proficiency in an agile project management environment are required. - Project Management Professional (PMP) certification is a plus. - Certified Scrum Master (CSM) certification is a plus. - Experience in consulting, working with business partners, and external vendors utilizing both traditional and rapid/lightweight project management is desired. Competencies - Ability to work with cross-functional teams in an agile software development environment. - Adept at leading dispersed team members across offices/time-zones. - Adaptable to changes in business opportunities and priorities. - Diplomatic in managing expectations, behaviors, and personalities. - Ability to see the big picture of a project/program, as well as the detail necessary to drive its successful delivery. - Comfort with driving issues and risks to resolution/mitigation. - Resilience in proactively removing impediments to ensure successful delivery of team commitments. Benefits - The pay range for this position is between $80,000 - $130,000 annually, however, base pay offered may vary depending on job-related knowledge, skills, experience, and location. - An annual bonus plan may be provided as part of the compensation package, in addition to a full range of medical and/or other benefits, depending on the position offered.

• Own end-to-end delivery of InvestCloud products and custom solutions for Digital Wealth clients • Lead all phases of project execution, ensuring delivery within approved scope, budget, and timeline • Build and maintain strong client relationships through clear communication, proactive risk management, and quality delivery • Manage resources and deliverables across a cross-functional, matrixed organization • Create and maintain accurate project status, budgets, schedules, forecasts, and scope updates that support internal reporting and company KPIs • Develop and actively manage detailed project plans with tasks, milestones, dependencies, and due dates • Identify project risks early and develop actionable mitigation plans • Escalate and resolve issues in a timely manner while keeping stakeholders appropriately informed • Communicate effectively with both internal and external stakeholders at all levels, including executive audiences • Conduct executive-level status meetings and provide comprehensive weekly project updates • Coordinate across the organization to align teams, remove blockers, and drive timely execution • Use standard tools, templates, processes, and best practices to ensure consistency and delivery quality • Delegate and communicate project objectives clearly to internal teams while driving accountability for results • Manage all aspects of client communication for assigned projects • Build strong team relationships through enthusiasm, adaptability, patience, and a positive attitude • Prioritize value-add activities that support project objectives and keep engagements aligned to scope • Perform other duties as assigned

• Lead end-to-end project management for software development and technology initiatives. • Define project scope, objectives, timelines, deliverables, and resource requirements. • Collaborate with product managers, engineers, designers, QA, and stakeholders. • Manage project plans, schedules, risks, dependencies, and budgets. • Facilitate Agile ceremonies: sprint planning, stand-ups, reviews, and retrospectives. • Track progress and provide clear, regular status updates to stakeholders and leadership. • Identify and proactively mitigate project risks and issues. • Coordinate across cross-functional teams to resolve technical and operational challenges. • Drive process improvements and best practices in delivery. • Manage stakeholder expectations and maintain clear communication across the project lifecycle.