Client Success Project Manager
New
D
DripsConversational outreach
Remote (U.S.)Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3–5 years of project management, implementation, or client-facing onboarding experience
- Required Skills
- Project ManagementSalesforceSharePointRESTful APIsAsana
Requirements
- Have 3–5 years of project management, implementation, or client-facing onboarding experience.
- Bring experience preferably in SaaS or technology services.
- Manage multiple concurrent projects and competing deadlines while maintaining attention to detail.
- Have strong written and verbal communication skills, including comfort leading meetings with client stakeholders.
- Use project management and CRM tools such as Salesforce, SharePoint, Smartsheet, Asana, ClickUp, or similar.
- Have a proactive, organized, detail-oriented working style and surface problems early.
- Hold a bachelor’s degree or have equivalent practical experience.
- PMP, CAPM, or Agile/Scrum certification is preferred but not required.
- Exposure to SFTP file transfers, REST APIs, field mapping, or UAT is preferred.
- Experience in healthcare, health plans, insurance, education, or another regulated or compliance-sensitive field is preferred.
- Familiarity with conversational messaging, contact center, CX, or marketing automation platforms is preferred.
Responsibilities
- Own a portfolio of client implementations from close of sale through launch.
- Translate client business goals into project plans with Sales, Solution Consulting, and Account teams.
- Co-host client kickoff meetings, conversation design reviews, and integration planning sessions.
- Create project deliverables covering scope, milestones, roles, and success measures.
- Build and maintain project plans that reflect timelines, contracted deliverables, and cross-functional SLAs.
- Coordinate SFTP and API integration milestones through configuration, testing, and launch readiness.
- Host weekly internal and client-facing meetings, communicate status and risks, and track action items.
- Maintain project records, onboarding trackers, and implementation documentation in Salesforce and SharePoint.
- Support Client Success Managers with project approvals, agendas, deliverables, and handoffs.
- Improve project management templates, standards, and process documentation.
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