Note: The job is a remote job and is open to candidates in USA. insightsoftware provides reporting, analytics, and performance management solutions that help finance and data teams use business data effectively. The Senior Project Manager, Professional Services leads customer-facing migrations for the Equity Management platform, managing enterprise banking clients, customized solutions, cross-functional execution, and the full delivery journey across multiple concurrent migrations.
Responsibilities
- Lead customer-facing engagement throughout migration projects, serving as the primary point of contact for enterprise banking clients
- Collaborate with customers and product team to design highly customized solutions that address complex, unique business requirements
- Partner with engineering to ensure technical feasibility of custom designs and drive successful build-out of platform enhancements
- Manage multiple concurrent migrations with varying complexity levels, coordinating cross-functional stakeholders across time zones
- Own the complete customer journey from pre-migration planning through go-live and post-launch optimization
- Identify and communicate business impact of technical decisions and trade-offs
- Track migration metrics, customer satisfaction, and product quality throughout delivery
- Continuously improve processes, documentation, and best practices based on lessons learned across migrations
Skills
- 7+ years in direct client-facing product roles with proven track record managing large-scale enterprise deliverables (PM, Sales Engineering, Solutions Architect, or similar)
- Deep understanding of enterprise software implementations and system integrations
- Proven ability to manage complex, highly customized customer projects while maintaining product integrity
- Exceptional cross-functional collaboration skills—you thrive working between customers, product, and engineering
- Strong communication skills with ability to translate technical concepts for business stakeholders and vice versa
- Experience managing multiple concurrent large-scale customer projects with competing priorities and dependent internal teams
- Comfort working in a dynamic, fast-paced environment with evolving customer requirements and external-facing accountability
- Track record of success in customer-centric delivery environments—NOT internal project management
- Technical fluency. You understand system architecture, API integration, and data workflows well enough to have informed conversations with engineers and spot realistic vs. risky approaches
- Background in FinTech or financial services software
- Direct experience with equity management platforms (Certent, Shareworks, or similar solutions)
- Familiarity with enterprise banking or alternative asset management workflows
- Experience with BI/reporting platforms and financial data management
- Track record managing large-scale customer migrations or transformations
Benefits
- Remote work arrangement.
- For non-sales roles, additional bonus eligibility may apply.
Company Overview
Company H1B Sponsorship