Project Manager II

Project Manager II | Job Description

PICS DocLib

Role

As a Senior Project Manager at DocLib, you will be responsible for managing the successful implementation of DocLib / DocIndex for new and existing customers. You will oversee project planning, resource allocation, customer onboarding, and risk mitigation to drive customer success and retention. This role requires strong project management skills, technical knowledge, and the ability to collaborate across teams to ensure a smooth and efficient implementation process for our customers. A deep understanding of ERP platforms such as QAD and NetSuite is essential.

This effort includes working with our R&D team specifically the IS group on the IT Roll Out, various other CS team members during the Finance Roll Out, and a combination of multiple teams during the Go Live Process. During a current customer expansion project, the Senior Project Manager should be able to develop the project plan for the customer, coordinates with the various other departments to satisfy their requirements and operates as the go to point of contact for the customer during the project. The Senior Project Manager is expected to become educated in all platforms that DocLib / DocIndex integrates with currently including QAD and NetSuite. The expectation is to have working knowledge of the platforms to a level the Senior Project Manager can communicate efficiently with the customer, understand the intricacies of their business process, and speak to the abilities of DocLib / DocIndex to integrate and automate their processes.

Responsibilities

• ·       Plan and oversee the implementation of new logo customers and current customers
• ·       Monitor, track and control outcomes to resolve issues, conflicts, dependencies and critical path deliverables.
• ·       Manage project timelines, budgets, and resource allocation to meet deadlines and scope requirements.
• ·       Own internal collaboration and coordination across Customer Success, Sales, Product and Development teams.
• ·       Identify and mitigate project risks, ensuring timely delivery and customer satisfaction.
• ·       Communicate project plans, roles, constraints, milestones, and critical paths to team members and stakeholders.
• ·       Lead project team status meetings to track milestones and dependencies.
• ·       Act as a shared point of contact between internal and external stakeholders.
• ·       Work with the Director of Customer Success to discuss decisions related to time, cost, and scope while ensuring customer satisfaction.
• ·       Manage resources effectively in project turnaround situations and lead cross-functional team resolutions to mitigate project risks.
• ·       Provide timely and constructive performance feedback for resources assigned to projects.
• ·       Guide customers through the set-up and configuration of our software, ensuring seamless integration into their workflows.
• ·       Conduct training sessions and provide robust training materials to ensure customers fully understand and maximize our platform.
• ·       Troubleshoot setup issues and escalate when necessary to resolve technical challenges.
• ·       Facilitate a smooth IT rollout, including networking, credential management, end-user connections, and API configuration.
• ·       Conducts customer training sessions tailored to their requirements and processes for maximum software adoption and user confidence.
• ·       Ability to spot potential risks in project execution and implement strategies to mitigate them, ensuring smooth onboarding and customer satisfaction.
• ·       Work with customers post-implementation to monitor performance, ensure a smooth transition to the go live.
• ·       Encourages creative problem-solving both within the team and in collaboration with customers to address unique business challenges.
• ·       Work with the Director of Customer Success to align strategic goals, address customer feedback and refine onboarding processes

Requirements

• ·       Bachelor’s Degree preferred
• ·       Occasional travel either locally, nationally, and/or internationally may be required.
• ·       Strong skills including analytical, prioritization, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning.
• ·       Strong verbal and written communication skills (including analysis, interpretation, & reasoning).
• ·       Solid understanding and application of mathematical concepts.
• ·       Ability to develop and maintain collaborative relationships with peers and colleagues across the organization and with customers.
• ·       Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.
• Ability to work with and influence peers and management.
• Demonstrates competency in project management principles
• Experience working with a SAAS company
• Experience managing customer engagements and technical programs.
• Experience working with Teamwork.com, Confluence, Outlook, MS Teams
• Active Project Management Professional (“PMP”) Certification required
• QAD or Netsuite Certification preferred

To apply for this position, please email jam@doclib.net

This is a full-time position with competitive benefits offered.

We know that diversity makes for the best problem-solving and creative thinking. We are dedicated to adding new perspectives to the team and encourage everyone to apply if your experience is close to what we are looking for.

Equal Opportunity Employer: PICS DocLib is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, genetics, disability, age, or veteran status.