Professional Services Project Manager

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The Professional Services Project Manager is a member of the Sage Intacct Professional Services team reporting to a Professional Services Practice Manager. Responsibilities include simultaneously working with multiple customers leading and delivering full lifecycle Sage Intacct software implementation projects following Sage Intacct's Project Delivery Methodology with on-time/on-budget project completion, high customer satisfaction, and successful system adoption. Activities include serving as the customer's primary project contact, building/maintaining project plans including leading and planning project tasks/personnel, ensuring on-time task completion, reporting project status/budgets to customer and relevant internal personnel, addressing project issues/change orders, producing quality project documentation, receiving timely customer sign-offs, and completing the full scope of contracted services and deliverables.

Responsibilities:

  • Regularly maintain project details utilizing Sage Intacct's project tracking system including general project status and forecast of remaining budgeted hours to tasks, target dates, and assigned personnel.
  • Utilize Sage Intacct's standardized project delivery tools.
  • Contribute to customer requirements analysis sessions and translating requirements into software solutions.
  • Develop and maintain familiarity with Sage Intacct software modules and functionality, with in-depth understanding of the core financials modules (Company Admin, General Ledger, Accounts Receivable, Accounts Payable, and Cash Management).
  • Participate in the sales process when necessary by positioning services value, estimating services effort, and producing statements of work.
  • Achieve personal utilization targets and accurately track work time using designated time-tracking tools.
  • Ensure project team members submit project work time accurately and timely, and review/approve all submissions.
  • Build positive relationships with internal and customer personnel and serve as a reliable and trusted advisor.

Requirements:

The ideal candidate must be self-motivated with experience managing the implementation of ERP/financial management software solutions and following a process-based software implementation delivery methodology leading customers and project personnel through all phases of the project delivery lifecycle. The ideal candidate should be ready to work in a dynamic, fast paced atmosphere with a rapidly expanding customer base. The ideal candidate must be organized, analytical, capable of working remotely and independently or as part of a team, adept at defining and adhering to project schedules, and skilled in handling multiple priorities. Additional ideal candidate qualifications are shown below.

  • BS in Accounting/Finance or Computer Science/Information Technology or the equivalent, and a minimum seven (9) years of progressively responsible experience implementing ERP/financial management software solutions and/or delivering software implementation consulting services including minimum two (2) years serving as project manager responsible for overall delivery (PMP certification or equivalent a nice-to-have).
  • Skilled at managing customers, controlling project scope, and resolving project issues.
  • Attentive to detail and thorough including ensuring project task completion, regular project plan maintenance, and timely communications to customers.
  • Familiarity with implementing and using Software as a Service ("SaaS") solutions.
  • Adept at managing personnel to perform work tasks and building positive work relationships.
  • Exposure to a broad range of industries and business scenarios including: software provider, contract management, services project accounting, revenue management, franchise model, international business, and inventory control.
  • Knowledge of financial accounting and accounting principles (CPA a nice-to-have).
  • Understanding of software development and associated processes and an Intuitiveness/passion for software and technology.
  • Experience as a software implementation consultant leading customer requirements analysis sessions and translating requirements to software solutions, including hands-on experience configuring software.
  • Ability to successfully multi-task across projects, customers, and internal activities.
  • Highly enthusiastic, proactive, positive-minded, customer focused, and service-oriented.
  • Excellent verbal and written communication skills, including a clear speaking voice and effective use of grammar.
  • Ability to work well with others and independently. Self-directed and self-motivated with a demonstrated work ethic and ability to perform under pressure.
  • Demonstrated intellectual curiosity, responsibility, enthusiasm, determination, creativity, flexibility, drive, and self-confidence.
  • Willingness to travel as required (estimate 15-20% per year).
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Location

300 Park Avenue, San Jose, CA 95110

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