Job Details

Professional Services Project Manager

We are looking for a Professional Services Project Manager to lead client implementation and change projects across our global customer base. You'll be a central figure in our post-sales lifecycle working directly with clients, internal teams, and senior leadership to ensure successful onboarding and platform adoption. You'll manage multiple complex projects, aligning commercial goals, resource allocation, and client satisfaction. The role sits within our Professional Services function.

This is a highly visible, client-facing role with direct impact on our ability to scale, reduce churn, drive expansion revenue, and increase NDR (Net Dollar Retention). If you're passionate about delivery excellence, building client relationships, and making a tangible difference this role is for you.

Key Responsibilities

• Manage the end-to-end delivery of complex client implementation and onboarding projects across private equity and fund administration clients.
• Establish project governance, RACI, milestones, and delivery metrics in alignment with client and internal teams.
• Own the delivery relationship with client stakeholders, including PMs, operational leads, and C-suite sponsors.
• Ensure client projects are delivered on time, on budget, and to defined scope balancing commercial constraints and technical realities.
• Maintain regular cadence of project status reporting, risk assessments, budget tracking, and steering committee updates.
• Build clear and structured implementation plans aligned to LemonEdge's internal frameworks and delivery playbooks.
• Proactively manage project risks, scope creep, resourcing gaps, and client blockers, escalating appropriately and ensuring resolution.

Internal Execution & Stakeholder Management

• Coordinate cross-functional teams including Solution Consulting, Product, Engineering, Support, and Commercial to ensure seamless delivery.
• Create and maintain RAID logs (Risks, Assumptions, Issues, Dependencies) and maintain clear internal documentation and decision logs.
• Provide structured handovers to post-implementation teams including Support and Customer Success.
• Lead internal delivery retrospectives and support continuous improvement of delivery methodologies.
• Ensure all project documentation is completed in accordance with internal QA, compliance, and financial standards.

Commercial & Strategic Outcomes

• Monitor delivery gross margin, resource utilization, and contract delivery efficiency.
• Support upsell and renewal efforts by creating trusted relationships and identifying future needs.
• Influence NDR by reducing implementation drag and improving client time-to-value.
• Contribute to internal tools, templates, onboarding guides, and delivery KPIs.
• Act as a delivery advisor in key client meetings, investor sessions, or partner calls where needed.

About You

You're an experienced project leader with a track record of delivering high-impact technology implementations. You understand Professional Services in a B2B SaaS or FinTech environment and can balance delivery detail with big-picture client value. You're energized by solving problems, aligning people, and delivering results.

Required Experience & Skills

• 58 years of experience in client-facing SaaS or FinTech project management, preferably in enterprise or mid-market implementations.
• Experience working in Private Equity, Investment Management, or Investment Banking.
• Deep experience managing multiple simultaneous delivery workstreams across global time zones.
• Strong communication and stakeholder management skills including the ability to influence senior external clients and internal leadership.
• A structured and proactive approach to delivery confident with budgets, timelines, risks, and governance.
• Demonstrated ability to lead remote, cross-functional teams and resolve delivery blockers.
• Familiarity with client onboarding in regulated or complex environments (e.g. financial services, enterprise software).
• Solid working knowledge of project tools (e.g. Smartsheet and or Jira, Azure DevOps, Excel, Outlook).
• Bachelor's degree required. PMP, PRINCE2, or Agile certifications strongly preferred.

Nice to Have

• Experience in private equity, venture capital, or fund administration technology.
• Working knowledge of client lifecycle metrics: time-to-value, NDR, churn, CSAT.
• Ability to interpret commercial contracts (e.g. SoWs) and manage delivery to contractual obligations.
• Experience contributing to the development of internal project methodologies or playbooks.

Salary Expectations: Depending on experience $95,000.00 - $120,000.00.

Benefits:

• Health, dental, and vision coverage.
• 401(k).
• Flexible paid time off.
• Paid parental leave.
• Remote-first culture with periodic travel to clients or team events.

Key Performance Indicators (KPIs)

• Project Delivery Success Rate: % of projects delivered on time, on budget, and in scope.
• Client Satisfaction: CSAT score at go-live and client feedback during delivery.
• Delivery Gross Margin: Profitability of assigned implementation projects.
• Time-to-Live: Duration from project kickoff to successful go-live.
• Expansion Opportunities: Contribution to NDR through client trust and upsell enablement.
• Risk Management: Timeliness and accuracy of risk mitigation and issue resolution.
• Internal Quality: Documentation, collaboration, and alignment to delivery standards.