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Enfusion, a Clearwater Analytics company

Project Manager - Client Onboarding

Reposted Yesterday
Hybrid
2 Locations
Junior
Hybrid
2 Locations
Junior
The Project Manager oversees project scope, develops implementation plans, manages resources, generates reports, and improves onboarding processes while ensuring client satisfaction.
The summary above was generated by AI

The Role: 

The Project Manager will partner with internal teams to implement the Enfusion platform for clients and serve as the central point of contact for the client and Enfusion teams including Implementation and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication.  

 

What You’ll Do: 

  • Determine project scope and objectives to ensure teams are able to deliver against commitments 

  • Identify resources to deliver projects and forecast and resolve capacity utilization problems 

  • Create and manage project plans, course correcting and escalating where necessary 

  • Publish high quality project transparency to senior stakeholders on a regular basis  

  • Utilize industry best practices, techniques, and standards throughout the project lifecycle 

  • Engage senior client and internal stakeholders to review project progress and task-level status. 

  • Liaise with the internal teams to support problem resolution activities 

  • Identify opportunities for project management process improvements 

 

What You’ll Need: 

  • Bachelor's degree required - computer science, finance, economics, or a related field preferred 

  • 2+ years of project management/implementation and/or related experience at an investment management firm or vendor 

  • Strong familiarity with project management software tools 

  • Project Management Professional (PMP) certification preferred  

  • Strong familiarity with project management software tools 

  • Methodical problem solving abilities 

  • Strong interpersonal skills 

  • Fintech onboarding and / or software implementation experience preferred 

  • A client-service mentality and collaborative work style. 

  • Ability to manage competing priorities and deliver with high quality 

 

Chicago Salary Range: $60,000 - $80,000 + RSU's

New York Salary Range: $66,000 - $80,000 + RSU's

Top Skills

Excel
JIRA
MS Office
Salesforce
Smartsheet

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