You will be Responsible for:
- The Project Manager (PM) will work closely with Account Managers to be a primary contact for our customers during the delivery phase, dedicated to overseeing the client engagement lifecycle from initiation to renewal. The successful candidate will:
- Develop and implement engagement strategies that align with client goals and RecordPoint’s offerings, ensuring strong positive customer experiences, satisfaction and retention.
- Build and maintain strong, long-lasting client relationships, acting as the main point of communication and managing client expectations throughout the engagement.
- Identify opportunities for expansion and upselling within the client accounts while ensuring the delivery of continuous value through our solutions and services.
- Possess the ability to manage multiple accounts simultaneously, demonstrating a strong focus on results and a proactive approach in a dynamic environment.
- Deliver implementation projects on-time and on-budget with a highly positive customer experience.
- Document, coordinate, and monitor implementation projects from kick-off through to production go-live.
You will do:
- Create and manage the project plan with input from the client and implementation team. Project planning includes incorporating deliverables, resource plans, milestone accountabilities, communication plans, and timelines.
- Ensure that projects remain on schedule and within scope and budget and prepare and deliver change requests when appropriate.
- Detailed project reporting & metrics are required to be produced ranging from regular internal status reports to customer progress reports. Clear and reliable tracking of effort expended for billing purposes will also need to be maintained.
- Ensure project resourcing project forecasts are accurate, through effective analysis and development of mitigation plans for any significant potential risks.
- Conduct regular review meetings with clients to discuss their account status, align on future goals, and present solutions that enhance their business operations.
- Monitor account health, identify risk of client churn, and devise pre-emptive strategies.
- Facilitate the resolution of any issues or concerns that arise during the customer lifecycle, ensuring a high level of customer satisfaction.
- Serves as a strategic advisor to customer, aiming to enhance their business outcomes through effective utilisation of RecordPoint’s solutions.
About You:
- Have a minimum of five years' experience in client-facing roles, preferably with a background in enterprise software.
- Have a BS/BA degree in a business/finance or IT discipline or equivalent work experience.
- A strong track record of fostering long-term customer relationships and expanding customer accounts.
- Have experience in delivering both waterfall and agile project methodologies.
- Excellent communication (verbal and written) and interpersonal skills, capable of engaging effectively with diverse client stakeholders.
- Strong analytical and strategic thinking skills, able to identify and leverage growth opportunities within customer accounts.
- Proactive and enthusiastic about delivering positive customer outcomes.
- A strong command of project management methods, business analysis, and work planning.
- Strong financial skills, especially budget tracking and reporting.
- Proficient computer skills including project management tools and fluency in Microsoft 365 tools.
- A commitment to mentoring team members and enhancing team performance through constructive feedback and support.
- Ability to monitor, evaluate, and provide feedback on the outputs and performance of workgroup members and take actions necessary for improvement.
- Ability to plan and organize own workload / resources and that of others to ensure responsibilities and commitments are performed to agreed-upon standards and timelines.
- Eagerness to engage in continuous improvement of RecordPoint business practices and customer outcomes.
Skills Required
- Minimum of five years' experience in client-facing roles
- BS/BA degree in business/finance or IT discipline or equivalent work experience
- Experience in delivering waterfall and agile project methodologies
- Strong financial skills, especially budget tracking and reporting
- Excellent communication and interpersonal skills
What We Do
RecordPoint is the Data Trust Platform, bringing calm to the chaotic world of data. We’re letting organizations discover, govern, and control their data for tighter compliance, more efficiency, and less risk. Businesses can trust that their data is accurate, private, and safe everywhere, all the time, for consistent confidence that’s backed by RecordPoint expertise and support. With RecordPoint, you can: - Turn data chaos into data trust. Automatically manage all your data in place – wherever it lives – so you can make informed decisions that earn customer trust and give you a competitive advantage. - Take data management off your daily to-do list. Know that your data is managed efficiently and consistently at scale with a platform that molds to how you do things (not the other way around). - Work with an expert partner who gets your challenges. Trust starts with knowing deep down that your data is organized, secure and ready for work – and our whole team is here to support you along the way. The customizable platform is comprised of records management and data lineage tools that work together to give you full context throughout the data lifecycle. Know what data you have and where it is, with continuous data inventory and data categorization. Make better data migration and minimization decisions, and safeguard for privacy, security and governance.

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