Program Manager II

Job Description:

This position is responsible for the development. execution, monitoring and implementation of projects and programs along with initiatives affecting the commercial organization. This person will bring program management experience, a keen eye for detail with the scoping of schedules, status reports and work plans. Leads cross-functionally to ensure alignment across the entire commercial organization based on best-practices, standards, procedures and quality objectives including metrics and reporting of key programs.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

• Plan and manage company resources to execute program objectives and projects from design to implementation.

• Develop and maintain project plans, timelines, budgets, and resource allocation, ensuring adherence to schedules and deadlines.

• Identify and communicate project scope, ensuring program milestones and objectives are met.

• Interpret requirements and convert them into program deliverables.

• Drive the creation and management of cross-functional leadership teams; facilitate cross-team collaboration and understanding.

• Provide Agile leadership and training according to Agile practices/principles.

• Collaborate closely with cross-functional teams including Sales, Marketing, Product Development, Product Management, and Customer Success to ensure alignment and successful project execution.

• Serve as a key point of contact for stakeholders, providing regular updates on project status, risks, and issues, and driving resolution as needed.

• Ensure effective communication between technical and non-technical functions.

• Keep management informed of key issues and changes that may impact expected business results.

• Define and execute reporting requirements to track status, communicate results, and track budget implications.

• Lead and facilitate project meetings, cross-functional activities, and presentations, effectively communicating project goals, progress, and outcomes.

• Manage program risk, including risk analysis, tracking, and mitigation.

• Identify and mitigate project risks, proactively addressing challenges to maintain project momentum and achieve objectives.

• Identify needed resources for projects, define, and assign major project roles.

• Assign and monitor the work of project/program management staff, providing technical support and direction.

• Identify areas for workflow/process improvement and contribute to process design improvement.

• Serve as a change agent for implementing strategic projects and process improvements.

• Conduct post-project reviews and lessons learned analysis to identify areas for improvement and optimize future project performance.

• Foster a culture of accountability, transparency, and continuous improvement within the project team and across the organization.

• Develop, document, and publish calendar schedules of update releases for external and internal use.

• Implement best practices and methodologies for project management, adapting approaches as necessary to meet the dynamic needs of the organization.

• Assess the effectiveness of programs by analyzing relevant metrics within Salesforce, creating reports and dashboards to enhance program effectiveness.

​KNOWLEDGE, SKILLS AND ABILITIES:

• Proven experience as a Program Manager or other managerial position.

• Thorough understanding of project/program management techniques and methods.

• Strong understanding of project management methodologies (e.g., Agile, Scrum, Waterfall) and tools (e.g., Jira, Asana, Trello).

• Ability to develop and maintain project plans, timelines, budgets, and resource allocation.

• Ability to meet deadlines and manage multiple responsibilities and tasks.

• Ability to thrive in a fast-paced, dynamic environment and effectively manage priorities under tight deadlines.

• Excellent oral and written communication skills.

• Ability to build collaborative relationships and influence stakeholders at all levels of the organization.

• Strong relationship-building and maintenance skills.

• Ability to listen, understand, and communicate information clearly.

• Highly analytical and organized with a data-driven and methodical approach.

• Excellent problem-solving ability and creative problem solver adept at conflict resolution.

• Strong analytical skills to interpret complex data sets, identify trends, and support strategic decision-making.

• Excellent knowledge of performance evaluation and change management principles.

• Ability to implement and manage change within an organization.

• Ability to make recommendations and resolve issues in line with company standards and regulations.

• Strong organizational and time management skills, with a focus on attention to detail and quality.

• Demonstrated ability to create, manage, and optimize Salesforce reports and dashboards for actionable insights.

• Project Management Professional (PMP) certification or equivalent is a plus.

​EDUCATION AND TRAINING:

• Bachelor’s degree in fields such as Computer Science, Business, Marketing, or a related discipline is required.

• 5-10 years of prior experience in program/project management with a proven track record of successfully managing complex projects from initiation to completion. SAAS experience is a plus.

• Five (5) or more years of leadership experience with information technology projects, including the development of globally deployed complex services toward successful outcomes.

• Strong understanding of project management methodologies (e.g., Agile, Scrum, Waterfall) and tools (e.g., Jira, Asana, Trello).

• Excellent interpersonal and communication skills, with the ability to influence stakeholders at all levels of the organization.

• Exceptional organizational and time management skills, with a focus on attention to detail and quality.

• Ability to thrive in a fast-paced, dynamic environment and effectively manage priorities under tight deadlines.

• Demonstrated ability to create, manage, and optimize Salesforce reports and dashboards, providing actionable insights and real-time visibility into program performance metrics.

• Strong analytical skills with the ability to interpret complex data sets, identify trends, and present findings to support strategic decision-making.

• Experience working in the technology industry is strongly preferred.

• Project Management Professional (PMP) certification or equivalent is a plus.

• Prior sales, sales leadership, sales operations and/or enablement experience is preferred.

​Other Qualifications:

The Winning Way behaviors that all Vertex employees need to meet the expectations of each other, our customers, and our partners.

• Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.

• Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule – better is the enemy of done. Don’t spend hours when minutes are enough.

• Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.

• Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.

• Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you’re unsure, ask. Demonstrate unwavering support for decisions.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.