Sr. Project Manager

2 weeks ago

Burlington, Ontario, Canada iPipeline Full time

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.

iPipeline makes it easier for people to purchase investment and insurance products that secure their financial future. With headquarters in Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort Lauderdale, Atlanta, Ontario (CA), Philadelphia, Burlington (Canada), and Salt Lake City. Visit .

We are currently looking for a Senior Project Manager to join a collaborative Professional Services team in Burlington, ON – CA.

Primary Responsibilities:

  • Ensure that projects remain on schedule, are delivered with high quality, great customer satisfaction and achievement of target profit goals
  • Develop and maintain project timelines and resources during length of project according to corporate plan
  • Remain aware of any potential problems and works to mitigate risks, facilitating change order procedures as needed
  • Monitor project deliverables and progress through continuous communication with project member and establish effective communication with other departments in order to ensure that projects are completed in a timely and effective manner
  • Interface with customer and internal project resources to convey project issues and gain status
  • Maintain customer satisfaction with consistent communication with all external and internal project resources
  • Compile monthly invoicing reports and distribute to the associated customer
  • Maintain constant communication with the sales team regarding the status of the implementation and the overall satisfaction of the customer
  • Ensure a thorough and successful hand-off of projects to support, post implementation and acceptance
  • Interface with development Manager on project issues including timelines and resource allocations
  • Contribute to the success of the overall team outside of existing project responsibilities
  • Support of evening and/or weekend deployments may be required.

Education and Experience Required:

  • Bachelor's degree in Business, Project Management, MIS, Computer Science or related area
  • Minimum 1 year of Agile experience
  • 2 + years of experience interfacing with external clients in a project management role (IT/Software)
  • External client experience in running and managing projects and financial profitability
  • Experience in implementing projects from begin to end for small to mid-size companies
  • PMP Certification is also desirable
  • Demonstrated ability to manage the financial requirements and profitability of the project engagement from inception to completion
  • Must have effective customer interview skills
  • Working knowledge of the software development lifecycles and process improvement methodologies
  • Excellent time management, organizational and negotiating skills
  • Proficient with Word, Excel, Microsoft Project, PowerPoint and Visio
  • Advanced Management Training and Technical Certifications are a plus
  • Ability to effectively communicate in English
  • Strong aptitude for problem solving and technology
  • Minimum of 1- 3 years' experience in the life insurance or financial institution domain highly desired

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