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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full lifecycle of client onboarding and implementation projects, with a strong focus on stakeholder management and continuous improvement. Proficient in project management methodologies and tools, ensuring timely delivery and high client satisfaction across diverse financial services sectors.
Highest-signal resume keywords
Project Management ExperienceClient-Facing ImplementationStakeholder ManagementData LiteracyProficiency with Project Management Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementImplementation ProjectsData MappingIntegration WorkflowsRisk ManagementDocumentation StandardsRAID LogsProject PlansOnboarding ProcessesContinuous Improvement
Soft Skills
Excellent Communication SkillsCollaborativeClient-First MindsetHigh OwnershipStructured Thinker
Tools & Technologies
MS ProjectKanban BoardsSAFe ProcessesPMI Processes
Industry Keywords
Financial ServicesFintechData AnalyticsPrivate EquityPrivate CreditInfrastructureReal Estate
About the role
Key responsibilities & impact- Client Project Delivery: Own the full lifecycle of client onboarding and implementation projects, from scoping through go-live and hypercare.
- Build and maintain detailed project plans, RAID logs, and status reports; proactively surface risks and drive mitigations.
- Run regular client-facing project governance: kick-offs, steering committees, and milestone reviews.
- Manage multiple concurrent client engagements across different geographies and fund types (PE, VC, private credit, real assets).
- Stakeholder Management: Act as the primary interface between clients and internal teams, translating business requirements into clear delivery briefs.
- Partner with Client Success, Data, Product, and Engineering to align priorities and resource allocation.
- Escalate and resolve blockers decisively, maintaining client confidence throughout delivery.
- Process & Continuous Improvement: Develop and refine repeatable implementation playbooks, templates, and best practices.
- Identify patterns across engagements to improve onboarding speed, data quality outcomes, and client satisfaction.
- Contribute to the development of the PMO function as CEPRES scales its client base.
Requirements
What you’ll need- 4–7 years of project management experience, ideally within financial services, fintech, or a data/analytics SaaS business.
- Demonstrable track record of delivering complex, client-facing implementation or onboarding projects on time and within scope.
- Exposure to private markets (private equity, private credit, infrastructure, or real estate) is a strong advantage.
- Structured thinker with excellent written and verbal communication skills; equally comfortable in a client boardroom and a Jira backlog.
- Proficiency with project management tooling (e.g. MS Project, Kanban Boards, SAFe and PMI Processes) and documentation standards.
- Ability to manage ambiguity, balance competing priorities, and maintain momentum across long-running programmes.
- Data-literate: comfortable discussing data structures, data mapping, and integration workflows at a conceptual level.
- Client-first mindset: you treat client outcomes as your north star.
- High ownership and accountability — you follow through without needing to be chased.
- Collaborative and pragmatic; you build trust with technical and non-technical stakeholders alike.
- Comfortable working across time zones in a globally distributed team.
Benefits
Comp & perks- Career Path in Private Equity
- Culture That Drives Success
- Commitment to Our People
- Compensation of attractive package