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Company | NewRetirement |
Address | Mill Valley, CA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Internet Publishing |
Expires | 2023-06-21 |
Posted at | 11 months ago |
At NewRetirement, our aim is to enable anyone to do better by making the most of their money and time. Our comprehensive financial planning platform allows anyone to create a plan and understand how decisions they make today can impact their future. We’re at the precipice of an exciting time at our company. Metrics are moving in the right direction, we’re winning new customers, and we’re optimistic about the future as we grow.
- Establish appropriate client meeting schedules and agendas.
- Post implementation, oversee on-going client health (monthly touchpoints, regular reporting, client surveys and QBRs)
- Collaborate with the Head of Enterprise Engagements and Account Managers to facilitate communication.
- Manage and report percentage or milestone completeness and related KPIs
- Keep teams on task and focused. Course correct projects mid-stream, as needed
- Serve as an escalation point for all teams and clients, when it comes to the internal process of a project
- Partner with Product Lead(s) to review and manage client success metrics
- Process each meeting and clearly outline next steps
- Identify new ways of working and developing relevant documentation
- Partner with Client Success Manager on meeting ongoing SLAs
- Identify, manage and solve critical project issues such as: project delays, resourcing, team output and morale, creative decisions, and technical hurdles
- Experience delivery digital projects, including responsive websites, mobile/tablet applications, original content, and strategic consulting
- Experience with large sale and SaaS licensing budget management, project planning and Statement of Work development
- Proficiency in tools, but not limited to: Google Suite, Atlassian (JIRA and Confluence), Miro, Smartsheet, Loom and Google Analytics.
- Experience supporting Business Development efforts for new client engagements
- Excellent presentation skills
- Client and executive stakeholder management skills
- Can think quickly under pressure, as well as motivate and engage the team to produce the best possible results
- Bachelor's degree or equivalent required
- Positive attitude and flexible, collaborative approach
- Deep understanding of project management, workflow and infrastructure practices
- 7+ years in Program Management or related experience, developing end-to-end enterprise projects and relationships (client facing), and managing cross-functional teams (strategy, design, product and development, QA)
- Strong Ability to give clear direction and feedback
- Experience with Agile principles and values, and frameworks including Scrum and Kanban
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