Client Project Manager

Location: Hybrid / Reading

Role purpose

This role is ideal for experienced project manager who feels accountability for delivering a SaaS product at scale, by empowering and leading a team to maximise our clients potential use of Dynamic Planner.

Effectively communicate team progress in all relevant forums, developing stakeholder confidence through learning the Dynamic Planner product set, developing your understanding of the financial advice domain and making a great contribution within our delivery team.

Deliver tactical and strategic intent of client contracts
Coordinate client implementation and professional service activities
Accountable for client implementation project budget and governance
Leading planning and implementation of both internal and external projects to achieve organisational targets
Manage and lead complex / large scale initiatives that span one or multiple business functions
Full project lifecycle ownership: with success including full implementation from initiation to deployment for one or several initiatives simultaneously
Empower and lead cross functional teams to maximise their potential
Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and excellence
Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organisation
Effectively communicate project status and progress in all relevant forums developing stakeholder confidence
Client and third-Party management (at Senior Management level) on applicable projects or workstreams in UK and Europe

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Key responsibilities

Become the glue between Account Management, Clients and Delivery functions
Provision of client change requests and qualified yes/no (managed via product, contracts, changes etc.)
Unite all supporting functions to ensure clear message / direction to deliver solution to client
Provide ownership and governance for client based initiatives including but not limited to bids / contract and client implementations
Provide clear handover to account management and support services post implementations
Focus on delivering benefits into clients, users and enabling Account Management / Product Teams to evolve the relationship, embedding ourselves into their business processes
Push to deliver a focussed professional service solution for the client(s), and enabling the relationship to support increase in revenue and reliance on Dynamic Planner
Work with Customer Success Managers to enable them to manage the account, enable Account and Customer Success Managers to focus on the user base pushing improvements, upgrades and upsell/cross-sell the product
Work with / in close collaboration with Commercial, Pre-sales and Account Management teams
Supports / guides / leads Account and Customer Success Managers through all clients early and late lifecycle phases – engagement, retender and end of life
Manage risk, issues, and dependencies of the projects
Commercial management at appropriate level
Contractual awareness when supporting external clients/third-parties
Provide visibility and progress of the projects against the plan to all stakeholders

KPIs & measures

Projects delivered within the agreed constraints or deviations managed through change management process
Well managed milestones, dependencies, issues, and risks
Energised and supportive team delivering to their full potential
Performance management of vendors and third-parties
Obtain positive client feedback
Clear reporting structure and report to Directors and act as two in a box with Customer Success Management
Support peer reviews across all client implementations
Supports periodic business reviews identifying strengths, weaknesses, opportunities and threats

Key deliverables

Statement of Work Project plans, RAID log
Project progress reports
Professional respect of stakeholders and clients

Key stakeholders

Customer Success Team
Delivery Team
Executive Management Team

Competencies (knowledge/skills/experience)

5+ years of experience in cross functional SaaS implementation and client delivery
Experience in large scale (25+) locally and remotely dispersed indirect resource pools
Ability to shape projects (both green-field and progressive projects).
Self-starter
Team management
Client and stakeholder management
Leadership, creative thinking, decision-making, accountability, determination to succeed, team player
Wealth Management domain knowledge would be advantageous but not essential for the right candidate
Flexibility to support European travel in support of business initiatives is a requirement of the role

Education & qualifications

• Degree level education
• Project management certification

Each time I interacted with Dynamic Planner, I felt more eager to succeed on my application and secure my role. I haven’t been let down! From hybrid working to employee perks, Dynamic Planner makes me feel valued. I’m proud to be a part of an organisation that is so forward-thinking and aspirational because of the product and service. The cherry on top is the contribution Dynamic Planner makes in the background to deserving causes. Contributions to charities, quarterly tree plantings for each employee, and the organization’s carbon neutral status demonstrate that it is concerned not only with the here and now but also with the long term.

Emma Fuller

Telephone Account Manager

Starting a new position can be nerve-racking, however, from the very first interview through to joining the team I have felt nothing but relaxed and welcome. Dynamic Planner are such a warm, happy, and helpful group of people that I settled in so quickly and never looked back. It’s a company that genuinely care about its people, they make me feel valued and I’m so grateful to be part of the family.

Sam Hinde

Client Success Associate

Life at Dynamic Planner

Want to learn more about our values & culture?

When you join Dynamic Planner, first and foremost, you are joining a team. Within that healthy structure, you are also a valued individual.

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