Financial Software Solutions Project Manager

2 semanas atrás

Rio de Janeiro, Rio de Janeiro, Brasil beBeeImplementation Tempo inteiro R$80.000 - R$150.000
Project Manager Job Overview

We are seeking a highly skilled project manager to support new investor services customers in their journey into financial software solutions.

Your Key Responsibilities:

  • Onboard new fund administration, portfolio insights, and valuations' clients onto our platform
  • Extract relevant information from operating agreements and subscription documents to upload limited partners
  • Analyze data thoroughly and precisely to maintain data integrity throughout the onboarding process
  • Liaise between sales and Investor Services teams as the bridge post-sales through implementation
  • Coordinate and manage multiple/simultaneous implementation projects by continually communicating with and motivating clients
  • Continuously improve the efficiency and effectiveness of the onboarding process
  • Work closely with product and engineering to enhance the onboarding experience for customers

The Impact You'll Have:

You'll play a critical role in transforming the financial services industry by partnering with new clients and helping them implement our software solutions.

About This Role:

We're looking for a highly organized and detail-oriented individual with excellent communication skills, problem-solving velocity, and a passion for improving processes to deliver a world-class onboarding experience.

Requirements:

  • Proven success in project management capacity
  • Ability to interpret unstructured data
  • Experience working with financial data and information
  • Great people skills – high degree of empathy and great communication skills
  • Experience working with clients
  • Experience implementing and managing small and large projects or initiatives
  • Incredible organizational skills, high attention to detail, and ability to complete competing priorities quickly and autonomously
  • Passionate, tactical, and direct, with an ambitious attitude and proven history to go above and beyond baseline requirements
  • Interest in working with enterprise software

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