Lead Project Manager
Siepe
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • United States
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Job Level
About the role
- Convert intake documentation provided by the Sales Engineer into a detailed Statement of Work (SOW) and Project Plan.
- Define project scope, milestones, deliverables, timelines, and success criteria.
- Coordinate project kickoff meetings with clients and internal stakeholders.
- Manage client projects from start to finish, ensuring timely delivery of all milestones.
- Hold regular client-facing calls to review progress, discuss blockers, and align on next steps.
- Provide consistent, clear, and proactive status updates to both internal and external stakeholders.
- Track open tasks, dependencies, and decisions across teams to ensure forward momentum.
- Partner with Product, Implementation, Operations, Technology, and Relationship Management teams to drive completion of configuration, data integration, and validation activities.
- Identify and escalate risks, delays, and scope changes early to maintain transparency and control.
- Hold both internal and external stakeholders accountable for deliverables and deadlines.
- Document lessons learned and contribute to process standardization for future onboardings.
- Identify recurring onboarding challenges and collaborate with leadership to optimize workflows.
- Champion client advocacy and operational excellence across all onboarding engagements.
Requirements
- 7+ years of project management experience within B2B financial technology, SaaS, or managed services.
- Experience working with investment managers or alternative investment technology and service providers (CLOs, private credit, structured finance) is strongly preferred.
- Proven ability to manage multiple complex projects simultaneously with high attention to detail.
- Strong organizational, communication, and stakeholder management skills.
- Demonstrated ability to translate business requirements into actionable project plans.
- Familiarity with tools such as Azure DevOps, Asana, Smartsheet, or Microsoft Project is a plus.
- PMP or other project management certification preferred but not required.
- Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
Benefits
- Competitive Compensation Packages, including Annual Performance-Based Bonuses
- 401(k) Retirement Plan with company match to support your long-term financial goals
- Employee Referral Program – earn rewards for helping us grow our talented team
- Comprehensive Health, Dental, Vision, and Life Insurance
- Flexible plans tailored to support individuals and families
- Annual investment in your Learning & Development goals
- On-the-job exposure to innovative technologies and financial strategies
- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
- Flexible Time Off (FTO)
- Flexibility to recharge and maintain work-life balance
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementstatement of workproject planningrisk managementdata integrationprocess standardizationstakeholder managementbusiness requirements translationmilestone trackingtimely delivery
Soft Skills
organizational skillscommunication skillsattention to detailclient advocacyproactive status updatescollaborationproblem-solvingleadershipaccountabilityworkflow optimization
Certifications
PMP