Senior Project Manager (FINS)

Senior Project Manager (FINS)

We are looking for a Senior Project Manager to help us support our continued growth in the FINS (Financial Services & Insurance) vertical. The Project Manager is responsible for leading a project’s delivery team through the successful delivery of all projects. Project Managers may be managing one or more client engagements at the same time. They manage Coastal resources and interface with client members to most effectively meet budget, delivery and customer satisfaction goals. They manage risks and resolve issues via regular status meetings with the project team and all stakeholders as well as internal escalation paths and support systems.

Role Responsibilities:

Leads delivery teams, drives desired professional behaviors and motivates the team to the highest levels of performance, ensuring that team resources have the best conditions to perform successfully

Leads large-scale and enterprise level Salesforce implementation projects, ranging in size and duration, with a focus on complex engagements with multiple workstreams

Manages and builds the client relationship throughout the engagement, fostering trust, collaboration, and partnership growth

Leverages a deep understanding of the Salesforce product suite in order to validate key design options and present proposal solutions to all levels of client management

Validate Statement of Work and technical solution, defined by Solution Architect, meets client business goals and objectives and monitors work against the solution as project progresses; ensuring remaining budget covers remaining scope.

Create, maintain, and own the risk register, identifying potential people, process, and technology risks, adjusting project plans and escalating communications to address them proactively

Ability to identify, build and present Change Orders in partnership with the Solution Architect (scope) with minimal oversight from Account Engagement Manager or Director

Create and manage a Resource Plan; adhering to budget and expected team member allocations while assigning work in a way that maximizes contribution margin. 

Understand Project ROI and KPIs; work with the Solution Architect to collect customer success stories, report against value and drive to 5/5 CSATs

Strong adherence to the standards, templates, and processes set by Coastal, leveraging company project management tools to manage work and budget. Support continuous delivery process improvement across the team.

Manage project payments through team timesheet review and approval, invoice approval, and escalation of concerns or delays.

Provides mentoring and guidance to Coastal project team members and maintains accurate metrics of performance throughout implementations

Travels with client or project team as needed

Experience/Skills Required:

Minimum seven years of full life-cycle Salesforce implementation experience as Project Manager, with experience providing strong leadership and delivery oversight on complex and enterprise-level engagements

Strong client management and communication skills, ability to build relationships with high-level internal and external stakeholders with a focus on building trust and collaboration

Ability to maintain oversight and organization of multiple large level projects ranging in duration, size, and budget with multiple complex work streams in the Salesforce ecosystem

Exposure to Multiple Salesforce Clouds and integration with additional SaaS platforms

Exceptional writing and presentation skills, ability to lead high-level stakeholders in technical discussions and project oversight, providing guidance and building trust

Ability to lead internal team stand-ups, providing guidance and mentorship throughout the project delivery lifecycle

Direct employee management experience

Must have full-time permanent US work authorization

Additional Preferred Experience/Skills:

Bachelor’s Degree preferred, or equivalent experience

Experience with Salesforce IT Project Implementation

PMP Certification

Working knowledge of the Coastal project management tools: Lucid, Tableau, Google suite (slides, sheets, documents), Accorto (budget management), TaskRay or Jira, resource allocation/forecasting

Why Coastal, and what we offer:

Flexible working hours with an emphasis on a life-work balance (in that order!)

Fully remote work plus company office locations in Palm Coast, FL, Atlanta, GA, Tyson’s Corner, VA & Lexington, KY 

Unlimited Paid Time Off (RTO), 401K with Company Match, and Medical, Vision, & Dental coverage 

Competitive quarterly bonus opportunities

Continuing education and certification reimbursements, specifically within the Salesforce and Snowflake ecosystems; plus occasional in-house competitions with spot bonuses

A flexible and fun team culture! We value transparency, support, flexibility, growth, teamwork, fun, and so much more

Frequent team and culture activities, virtual & in-person, including Lunch and Learns, Happy Hours, team-building events

Monthly All-Hands calls to bring the company together, and an open-door leadership policy with access to mentorship and guidance

Opportunities for accelerated growth, networking, and career guidance and support

Trust, transparency and respect across all levels of the company

Coastal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.