Senior Project Manager - Financial Services Digital Transformation
Come join our team!
Are you a dynamic and results-driven individual with a passion for project management in the technology sector? Are you looking for an opportunity to be part of a dynamic team, working on cutting-edge technology projects? Are you ready to take your career to the next level and make a significant impact on the success of our projects? If so, we have the perfect opportunity for you!
Join us in our mission to drive excellence in project management and be a key player in our continued success. Your skills and expertise will help shape the future of our projects and our organization.
Senior Project Manager, Financial Services Digital Transformation
The role
You’ll lead several client engagements at once and own their scope, budget, schedule and quality. Clients, from executive sponsors to marketing and IT leads, will rely on you as their main contact. As a senior PM, you’ll also step in on off-track projects, support portfolio governance and coach other PMs. You’ll report to the Head of PMO.
What you’ll do
- Take over signed contracts from Sales and run the handoff to delivery
- Build the project plan, release plan, staffing and communication plan, and walk clients through their fixed-price or T&M budget at kickoff
- Run delivery in Jira using Agile/Scrum
- Track hours against the SOW budget weekly, keep a forecast to complete, and raise budget risks before they become overruns
- Maintain a live RAID log and negotiate with clients and vendors for the time, resources or decisions the project needs
- Plan go-live and post-launch support, then close projects formally with sign-off, final billing and a lessons-learned session
- Publish weekly status reports and the bi-weekly invoicing report for Finance
- Own escalations, handle difficult client conversations, and give team members regular feedback
What you bring
- 8+ years of IT project management, including CRM implementations (Creatio, Salesforce, Microsoft Dynamics or similar)
- Experience running several fixed-budget client projects at once, with accountability for margin and timeline
- Enough technical depth to follow an integration design, challenge an estimate and spot a risky data migration
- Fluent French and English
- Strong presentation skills for steering committees and executives
- Working knowledge of Jira, Confluence and Microsoft 365
- Bachelor’s degree in engineering, computer science or business, or equivalent experience
Nice to have
- Experience with banks, credit unions or other financial institutions
- Agile/Scrum certification (PSM, CSM, DASM or PMI-ACP)
- Creatio experience or certification
- Familiarity with Symitar, Fiserv, MeridianLink or another core banking or lending platform
What we offer
Paid time off, medical and dental insurance, flexible hours, hybrid work, tuition reimbursement, and a diverse, inclusive culture.
Skills Required
- 8+ years of IT project management experience
- Experience with CRM implementations such as Creatio, Salesforce, Microsoft Dynamics, or similar
- Experience managing multiple fixed-budget client projects simultaneously
- Accountability for project margin and timeline
- Technical understanding of integration designs, estimates, and data migration risks
- Fluency in French and English
- Strong presentation skills for steering committees and executives
- Working knowledge of Jira, Confluence, and Microsoft 365
- Bachelor's degree in engineering, computer science, or business, or equivalent experience
- Experience with banks, credit unions, or other financial institutions
- Agile/Scrum certification such as PSM, CSM, DASM, or PMI-ACP
- Creatio experience or certification
- Familiarity with Symitar, Fiserv, MeridianLink, or another core banking or lending platform
What We Do
Solutions Metrix is an internationally recognized company offering business consulting and CRM implementation services on platforms such as Creatio, Salesforce, Microsoft Dynamics 365 & SugarCRM to replace outdated segregated systems. Since 2001, expert CRM consultants at Solutions Metrix have been implementing CRMs as work tools, not databases, allowing clients to optimize their control. This software delivers a powerful combination of strategic objectives for marketing, sales, and higher management, to leverage tactical goals, and effective customer-facing processes. The CRM implementation consultants at Solutions Metrix are your partners who will ensure a seamless transition by establishing a thorough, customized roadmap. From the inception of your goals, to training and post-implementation support, we’ve got you covered. When you’re ready to make informed decisions supported by easy-to-read and reliable data, book a free consultation:
