Project Manager

Brief Description

About Us

Hexure is a leading provider of innovative SaaS Insurance Sales Automation Software serving carriers, brokers, and consumers in the InsureTech industry. Our customers are amongst the largest Life and Annuity carriers and distributors in North America. Our innovative highly configurable platform is experiencing explosive market adoption. We are seeking people to join and further our entrepreneurial, collaborative, and customer focus culture.

Position Summary

The Project Manager (PM) supports external clients throughout the project implementation and software development lifecycle. The PM must possess demonstrated experience leading and managing both direct and third party teams of software and industry professionals. The PM interfaces with clients on a daily basis, following a defined project lifecycle from project initiation through project close out. The PM is responsible for managing client statements of work, facilitating requirements analysis and design, baselining project plans, keeping the client informed of project progress, tracking and communicating financial status, ensuring timeline schedule, managing change, mitigating risk, and working with the client to facilitate on time, on budget project deliveries. The PM must be highly organized, detail oriented and an effective communicator at all levels of the organization and with our clients.

Key Responsibilities

• Manage and implement customer projects.
• Plan, control and execute projects following the defined project lifecycle process.
• Lead day-to-day activities and communications for projects.
• Manage the project team, artifacts, tasks, dependencies, budget, timeline and team/client communication throughout the project.
• Document all applicable project lifecycle artifacts required for the project.
• Facilitate project resourcing. Engage appropriate resources, book resources according to plan, and ensure execution of planned deliverables.
• Monitor and control all aspects of the project. Identify project issues and risk and take appropriate corrective action as needed.
• Identify and manage baselined project scope, facilitating proactive change management as necessary.
• Keep PMO management apprised of project health and escalate any issues blocking the path to green.
• Ensure through project team collaboration that all project milestones and deliverables are examined and meet quality and acceptance requirements.
• Maintain project tracking system with accurate, timely and complete data.
• Facilitate project time tracking through timely resource task assignment and accurate, complete bookings. Monitor and manage project team time tracking and approvals on a weekly basis.
• Actively manage the client’s expectations and balance their needs with Hexure's business strategies.
• Provide support to management staff and other Project Managers by demonstrating leadership that is in unison with department initiatives, goals, and objectives.
• Take initiative to broaden and improve skills by participating in educational programs, seminars, and ongoing departmental and corporate training.
• Perform additional duties as directed by Management.
  
  

Education And Experience

• 3-5 years’ experience in project/program management.
• Strong knowledge of MS Office Products: Word, Excel, Outlook, PowerPoint, Project, SharePoint and Visio.
• Experience with NetSuite/OpenAir is a plus.
• Financial services industry experience is a plus.
• Project Management Certification a plus (PMP, CSM, CAPM, SAFe, etc.).
• Six Sigma or Lean process improvement experience a plus.
  
  

Accountabilities And Performance Measures

• Project deliverables are managed to plan - on schedule, on budget, and delivered to client’s satisfaction.
• Project financials are at or under budget to client approved assessments.
• Project timeline is delivered on time or early according to plan.
• Resources are managed effectively through timely, accurate bookings and facilitation of coordinated work product delivery.
• Changes to project scope are impact-assessed, communicated, and managed with client for change approval.
• Productivity, utilization, and margin metrics, as established and communicated by the company, are tracked and met within threshold guidelines.
• Resourcing, task management, bookings, time recording, budget, timelines, dependencies and other required project details are maintained accurately within the project management system.
• Established KPIs are met and in alignment with Project Management requirements.
  
  

Professional Qualifications And Skills

• Demonstrated knowledge of project management methodology, tools, techniques, and practices.
• Understanding of the Software Development Lifecycle (SDLC) and exposure to differing development methodologies.
• Proven ability to manage multiple projects across multiple clients and stakeholders.
• Demonstrated ability to negotiate priorities and resolve conflicts among all project participants.
• Financial experience with budget management and invoicing coordination.
• Ability to work in a fast paced, highly productive and rapidly changing environment.
• Demonstrated ability to be a strong leader and the ability to work independently or as part of a team.
• Excellent verbal and written communication skills.
• Strong relationship management and customer service skills.
• Exceptional organizational and problem-solving skills.
• Professional, strong ethics and values.
• Must be a team player with a positive attitude.
  
  

Expected Hours Of Work

This is a full-time position with regular office hours Monday through Friday.

Travel Expectations

Possible travel for on-site training.

Physical Demands

This position requires occasional sitting. This position must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.

Employment Benefits Package Includes

• Competitive employer paid medical, dental, vision, life insurance, short-term disability, long-term disability insurance and parking (in office).
• Pre-tax savings programs: 401k with employer match and flexible spending accounts.
• Flexible PTO
  
  

This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. Employee will be required to follow any other job-related instructions and to perform any other job-related duties as requested.

A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee must possess the skills, aptitudes and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.