Vertafore, Inc.

Sr. Project Manager - Distribution Compliance Management

Vertafore, Inc. • $95K — $110K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 6 years of customer facing project management experience, preferably in a software environment.
  • Bachelor's degree preferred or equivalent experience.
  • Tech-savvy with advanced knowledge of Microsoft Office.
  • Relevant project management certification preferred.
  • Agile experience preferred.
  • Strong interpersonal skills and ability to build remote and in-person relationships.

Responsibilities

  • Manage projects from initiation to completion.
  • Serve as the main liaison between customer and internal teams.
  • Ensure timely and high-quality execution of project deliverables.
  • Oversee resource management and project schedules.
  • Document and communicate changes in project scope effectively.
  • Compile executive status reports and maintain project documentation.
  • Analyze business operations to develop best practices.

Benefits

  • Flexible First work environment, with options for remote work and in-office collaboration.
  • Medical, vision & dental insurance with multiple options.
  • Health Savings Account and Flexible Spending Accounts available.
  • Life & disability insurance coverage.
  • 401(k) plan with employer match.
  • Parental leave and adoption assistance programs.
  • Education assistance and tuition reimbursement options.
Full Job Description
$95,000 - $110,000 / year

#LI-Remote

Vertafore is seeking a Senior Project Manager with expertise in managing strategic implementations and projects. If you thrive at leading successful project implementations and have a passion for building strong client relationships, we want you to join our team! The Project Manager will be responsible for the overall direction, planning, implementation, execution, monitoring and completion of multiple projects ensuring consistency with Vertafore's mission, strategy, values, commitments and goals.

Core Responsibilities:

Essential job functions included but are not limited to the following:
• Manage the project from beginning to end
• Act as the liaison between customer and internal teams
• Communicate project deliverables at all levels, and make sure items are executed on time, to budget, with high quality
• Manage resources assigned to your projects and the schedule of work for all phases.
• Manage changes in project scope including documenting and explaining implications of changes so they are clearly understood and approved
• Manage expectations with customers and internal team to successfully deliver projects.
• Compile and maintain professional executive status reports and required project documentation
• Communicate with the customer to ensure progress is being made and concerns are managed promptly
• Address difficult and/or escalated situations with minimal leadership involvement to an effective resolution
• Proactively learn and understand Vertafore software and the mechanics of their implementation and deployment
• Provide outstanding project team leadership to achieve, schedule, budget and scope performance
• Be part of project teams implementing Vertafore products and delivering Professional Services
• Manage multiple consulting engagements concurrently
• Analyze business operations and methodology to develop best practices
• Recommend solutions for customer pain points, gaps, needs, goals
• Applies a more focused set of techniques with greater levels of expertise to resolve extremely complex business problems
• SME and coach for multiple products and services
• Works with teams in India and the US
Skills & Requirements Qualifications:
• Minimum 6 years of customer facing project management experience (preferably within a software environment)
• Bachelor's degree preferred or commensurate experience
• Tech savvy, advance knowledge of Microsoft Office required
• Relevant PM certification preferred
• Agile experience preferred
• Highly organized and have proven ability to monitor project budget vs. actuals and can forecast project revenues and expenditures
• Proven track record of building, developing and growing business relationships vital to the success of the project in person and remotely
• Knowledge of insurance business practices and compliance preferred
• Strong interpersonal skills with the proven ability to effectively engage and influence at all levels, and ability to effectively handle crucial conversations and manage conflict resolution
• Ability to effectively prioritize workload and tasks to meet deadlines
• Excellent presentation and communications skills, both written and verbal
• Outstanding time management skills
• Ability to effectively problem solve, react to situations decisively and effectively

Additional Requirements and Details:
• Travel required up to 25% of the time
• Occasional lifting and/or moving up to 10 pounds
• Frequent repetitive hand and arm movements required to operate a computer
• Specific vision abilities required by this job include close vision (working on a computer, etc.)
• Frequent sitting and/or standing

#LI-Hybrid

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Why Vertafore is the place for you: *Canada Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • Medical, vision & dental plans
  • Life, AD&D
  • Short Term and Long Term Disability
  • Pension Plan & Employer Match
  • Maternity, Paternity and Parental Leave
  • Employee and Family Assistance Program (EFAP)
  • Education Assistance
  • Additional programs - Employee Referral and Internal Recognition


Why Vertafore is the place for you: *US Only
  • The opportunity to work in a space where modern technology meets a stable and vital industry
  • We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
  • Medical, vision & dental plans
    • PPO & high-deductible options
  • Health Savings Account & Flexible Spending Accounts Options:
    • Health Care FSA
    • Dental & Vision FSA
    • Dependent Care FSA
    • Commuter FSA
  • Life, AD&D (Basic & Supplemental), and Disability
  • 401(k) Retirement Savings Plain & Employer Match
  • Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
  • Parental Leave & Adoption Assistance
  • Employee Assistance Program (EAP)
  • Education & Legal Assistance
  • Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
  • Commuter Benefits (Denver)


The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.

Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.

About Vertafore, Inc.

Vertafore, Inc. is a software company that provides insurance technology solutions. The company was founded in 1969 and is headquartered in Bothell, Washington. Vertafore operates in the technology sector and has a workforce of over 1700 employees. The company's products and services are designed to help insurance agencies and carriers manage their operations more efficiently. Vertafore's solutions include agency management, rating and connectivity, content management, and compliance and licensing. The company has a strong presence in the United States and serves over 20,000 customers.
Learn more about Vertafore, Inc.
Size
1,700 employees
Industry
Founded
1969

Similar Jobs

More Jobs at Vertafore, Inc.

More Finance & Insurance Jobs

Find similar Sr. Project Manager - Distribution Compliance Management jobs: