OverviewAs an Implementation Project Manager, you are the client relationship owner and central coordinator for the pre-go-live implementation process. You orchestrate a team of specialized Solutions Consultants (Admin, Accounting, Action Items) and the Integration Coordinator to deliver exceptional client onboarding experiences. Your focus is on client relationship management, cross-functional coordination, and ensuring clients are fully prepared and confident for go-live. You will coordinate specialist efforts but will not conduct software training or configuration yourself - instead, you ensure seamless collaboration between specialists and successful handoff to the Customer Enablement team at go-live.
Accountability Key Initiatives- Client Relationship Experience
- Specialist Team Coordination
- Successful Go-Live Delivery
Expectations for Success- Client Go-Live Date Accuracy
- Client Satisfaction at Go-Live
- Specialist Coordination Quality
- Client Communication Excellence
- Client Escalation Rate
- Handoff to Customer Enablement Quality
- Client Preparation Score
ResponsibilitiesClient Relationship Management- Serve as primary point of contact throughout the pre-go-live implementation process
- Conduct partnership alignment, discovery, and regular project plan calls with clients
- Manage client expectations and provide consultative guidance on implementation approach
- Build trust and confidence through proactive communication and issue resolution
- Conduct owner touchpoint calls to assess go-live confidence throughout process
Specialist Team Coordination- Coordinate scheduling and deliverables across Admin, Accounting, and Action Items Solutions Consultants
- Work with Integration Coordinator to ensure banking, payment, and third-party integrations are ready
- Partner with Data team on migration scheduling, data quality validation, and import coordination
- Facilitate handoffs between specialist teams and ensure continuity of client experience
- Monitor specialist work quality and timeline adherence across all functional areas
Project Planning & Execution- Develop and manage detailed project plans with specialist input and coordination
- Monitor progress across all specialist workstreams and maintain overall timeline
- Proactively identify potential issues and coordinate solutions across specialist teams
- Ensure all pre-go-live deliverables are completed and validated before go-live
Process Improvement & Innovation- Gather feedback from clients and specialist teams to improve coordination processes
- Identify opportunities to enhance PM coordination and specialist collaboration
- Leverage AI tools for project tracking, client communication, and coordination optimization
- Explore AI applications for predictive project management and automated status reporting
Transition Management- Ensure smooth transition from Sales team with complete client context and expectations
- Coordinate comprehensive handoff to Customer Enablement team at go-live
- Provide detailed client documentation and specialist insights to CES team
- Validate client readiness for post-go-live adoption and optimization phase
Cross-Functional Collaboration- Partner with Data team on migration timelines and quality validation
- Coordinate with Integration Coordinator on technical setup and testing
- Work with all specialist teams to ensure integrated delivery approach
- Collaborate with Customer Enablement team on handoff preparation and client transition
RequirementsRequired Experience:- Bachelor's degree or equivalent experience in project management, business administration, or related field
- Minimum 2-3 years of project management experience, preferably in SaaS implementation
- Proven experience managing complex projects with multiple stakeholders and specialists
- Strong background in client relationship management and expectation setting
Core Competencies:- Exceptional communication and presentation skills with clients and internal teams
- Advanced project management and cross-functional coordination capabilities
- Strong organizational skills with ability to manage multiple complex implementations simultaneously
- Proven problem-solving abilities and consultative client approach
Technical Skills:- Strong technology background with understanding of SaaS platforms and integrations
- Advanced Excel skills and project management tool proficiency (Rocketlane, Asana, etc.)
- Comfort with AI tools for project management, communication, and process optimization
- Data management skills and ability to interpret client requirements
Client Management Skills:- Excellent public speaking and meeting facilitation abilities
- Professional, positive, and constructive communication style
- Ability to build trust and confidence with clients throughout implementation
- Experience managing client expectations and delivering difficult conversations when necessary
- Openness to AI-enhanced client communication and relationship management tools
Core Values- Always Growing: Likes change and enjoys finding new ways to improve their knowledge and the product. Always ready to learn quickly, helping themselves and the team grow.
- Win as a Team: Builds trust and works together by making sure everyone communicates well. Actively involved in daily work, working closely with the team, listening to their ideas, and celebrating successes together.
- Accountability Starts with Me: Notices problems and takes personal action to solve them.
- Unwavering Commitment to Customer Experience: Regularly talks to customers, taking personal responsibility to understand what they need, address concerns, and make their experience better with improved Vantaca processes.
- Innovate Boldly: We challenge the status quo and push boundaries to create meaningful change. We act with urgency and purpose, knowing that innovation drives our success.
Why You Should Join Our Team- Our eNPS is +68! (Google it, that is great).
- Benefits: Medical, Dental, and Vision kick in day one.
- Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year).
- 401K with Company Match.
- Remote Flexible - come to the office when needed.
- Great parental leave benefits.
- Named on Inc 5000 list of America's Fastest Growing Private Companies.
- Named on Inc 5000 Vet 100 Private Companies list multiple years in a row.
- Winner of Coastal Entrepreneur Award, Technology Category.
- Active employee-led Culture Committee.
- Ongoing industry and professional development trainings available to all employees.
- Multiple leaders on the executive committee recognized as 40 under 40 recipients for contributions to business and community.
- We're playing offense to win! Our product market fit and our world-class employees make us the leader in our space. We're building something cool and people like it here.
