[Remote] Project Manager II (FINS)

Note: The job is a remote job and is open to candidates in USA. Coastal is seeking a Project Manager II to support growth in the Financial Services & Insurance vertical. The Project Manager will lead delivery teams to ensure successful project execution, manage client relationships, and oversee risks and issues throughout the project lifecycle.

Responsibilities

• Lead the delivery team, drive desired professional behaviors and motivate the team to the highest levels of performance and ensure that team resources have the best conditions to perform successfully
• Perform Scrum Master duties as required by individual clients
• Ensure all team members understand their role and delegated tasks on the project
• Empower each team member by enabling, mentoring and delegating tasks for their success
• Manage the client relationship throughout the engagement to build and maintain a strong customer relationship
• Continually assess people, process and technology risks and adjust project plans to address them accordingly
• Proactively manage risks and issues and the communication upwards both internally and with client to ensure that project KPIs are defined and baseline metrics are recorded
• Provides mentoring and guidance to Coastal project team members and maintains accurate metrics of performance throughout implementations
• Leverage a solid understanding of the Salesforce product suite in order to validate key design options and present proposal solutions to all levels of client management
• Leverage your solid understanding of the Salesforce product suite and project understanding to validate with the team members key design options and assist in presenting/representing proposal solutions to all levels of client management
• Set up and maintenance of tools to track overall project execution including Project Plan, Forecast accuracy, TaskRay set up and execution, Risk & Issue log
• Responsible for proper close out of the project including CSAT review
• Support change management initiatives and overall Coastal best practices
• Travel with client or project team as needed

Skills

• Minimum five years of full life-cycle Salesforce implementation experience as Project Manager, providing strong leadership and delivery oversight
• Strong client management and communication skills, ability to interface with high-level internal and external stakeholders with a focus on building trust and collaboration
• Minimum of an active Salesforce Administrator or other Salesforce certification required
• Ability to maintain oversight and organization of multiple mid to large level projects ranging in duration, size, and budget with multiple workstreams 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
• Ability to lead internal team stand-ups, providing guidance and mentorship throughout the project delivery lifecycle
• Work with leadership to follow up with client (and/or internally) to communicate and execute mitigation plan
• Must have full-time permanent US work authorization
• Bachelor's Degree preferred, or equivalent experience
• PMP Certification
• Salesforce Administrator Certification preferred

Benefits

• Flexible working hours with an emphasis on a life-work balance (in that order!)
• Remote friendly - “Live by the beach, work in the Cloud,” plus company office locations in Palm Coast, FL; Atlanta, GA; Tysons, 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 & 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

Company Overview