Sonoma Consulting provides the highest quality service and support to our clients and consultants. Our clients range from start-ups to Fortune 500 companies.
Job DescriptionRESPONSIBILITIES
• Has responsibility for planning and coordinating activities pertaining to the implementation of BenefitPoint and BenefitPoint integrations for newly acquired insurance agencies
• Lead effort to analyze acquired agency data and determine most efficient and comprehensive way to convert data into BenefitPoint
• Organize and execute change management activities for business leads and end users
• Identify scope, create project plan, manage, monitor and control multiple internal BenefitPoint and BenefitPoint integration implementations.
• Manage the project budget, team resources, communications, and project plans
• Coordinate with key vendors to schedule conversion, testing, and other key vendor dependent dates.
• Conduct weekly status calls, prepare agendas, and with stakeholders to inform them of project status and current issues and risks
• Responsible for managing remote project team members
• Build rapport and trust with clients
• Ensure standardized PMO methodology is utilized and enforced for all projects
LEVEL DIFFERENTIATORS
• Ability to simultaneously manage multiple complex projects that will vary in scope
• Experience leading and managing software implementation projects
• Knowledge of system integrations and architecture
• Knowledge of employee benefits domain
• Experience at identifying opportunities to standardize and streamline processes
• Experience implementing or operating BenefitPoint or other brokerage management systems (eg Zywave, Sagitta)
• Minimum 5 years of experience planning, managing and scheduling project activities
• Bachelor's degree in technical or business discipline or equivalent experience is required
• Insurance background a plus
Title : Project Manager / Program Manager
Skills Required
- Ability to manage multiple complex projects simultaneously
- Experience leading and managing software implementation projects
- Knowledge of system integrations and architecture
- Knowledge of employee benefits domain
- Experience identifying opportunities to standardize and streamline processes
- Experience implementing or operating BenefitPoint or other brokerage management systems (eg Zywave, Sagitta)
- Minimum 5 years of experience planning, managing and scheduling project activities
- Bachelor's degree in technical or business discipline or equivalent experience
- Insurance background
- Familiarity with and enforcement of standardized PMO methodology
What We Do
Sonoma Consulting Inc. is a national IT consulting and executive search firm founded in 2011 by Mark McGee. The company operates through two business divisions—IT Consulting Services and Executive Search—serving approximately 150 national clients that range from entrepreneurial start-ups to Global Fortune 500 companies. It specializes in harmonizing systems and application or infrastructure development projects.







