The Technical Project Manager - Onboarding + Implementation owns the Discovery, onboarding, and implementation phase of vCISO and managed services engagements at Echelon Risk + Cyber. From contract handoff through transition into ongoing service delivery, this role translates the contracted scope into an actionable project plan, coordinates internal and client resources, manages communication and documentation, and drives dependencies to completion so the services purchased by the client are successfully operationalized.
This role is the primary client point of contact during onboarding and will ensure the successful onboarding of cybersecurity advisory and technical services by coordinating resources and efforts across cybersecurity service teams. The Technical Project Manager must have strong managed services fluency and cybersecurity experience. The role also reinforces the value of the client's investment and identifies additional needs or opportunities that should be surfaced to the Strategic Accounts Director & vCISO.
This is a remote position from anywhere in the USA.What You Will Do:Client Onboarding & Implementation Ownership- Own the onboarding and implementation lifecycle from contract handoff through transition into ongoing service delivery.
- Review and understand the contract and Statement of Work, then translate the purchased services, deliverables, timelines, assumptions, dependencies, and client responsibilities into a comprehensive onboarding project plan with clear milestones, owners, required inputs, and target dates.
- Establish onboarding success criteria and transition-readiness requirements while maintaining accountability across both Echelon and client teams.
- Proactively identify and resolve or escalate risks, blockers, delays, scope concerns, and other issues that could impact successful onboarding.
Client Communication & Experience- Serve as the primary client point of contact during onboarding and own client communication, including weekly status updates covering progress, decisions, risks, outstanding actions, and next steps.
- Schedule and facilitate onboarding meetings, working sessions, stakeholder interviews, and other required client interactions.
- Understand and document the client's go-forward expectations for communication, reporting, governance, meeting cadence, dashboards, escalation paths, and ongoing service interaction.
- Ensure expectations established during the sales and contracting process are understood by the delivery team and appropriately reflected in onboarding and ongoing delivery.
Internal Resource Coordination & Operational Setup- Identify and coordinate the internal resources and subject matter experts required across vCISO, managed services, engineering, advisory, procurement, and other teams; ensure each understands the scope, client expectations, responsibilities, and deadlines.
- Partner with the PMO to ensure Kantata project setup and invoicing structure accurately reflect the contracted scope, workstreams, and billing requirements, and ensure the delivery team understands where and how to book time.
- Coordinate with procurement and technical teams to ensure required licenses, software platforms, and tooling are purchased, provisioned, deployed, configured, and accessible as needed for service readiness.
- Maintain visibility into outstanding internal and client-owned actions, drive follow-up, and escalate resource constraints, scheduling conflicts, or delivery risks as appropriate.
Client Workspace & Engagement Documentation- Establish and maintain the client's centralized documentation through onboarding, engagement documentation, project visiblity, and ongoing collaboration
- Document key engagement information within the workspace, including the client environment, technology stack, business and security requirements, operating model, stakeholder/contact list, roles, decision-makers, and escalation contacts.
- Track and organize required documentation, access, evidence, approvals, milestones, outstanding actions, and onboarding dependencies, keeping the workspace complete, current, and ready to support transition into ongoing service.
Governance, Reporting & Transition- Establish and document the client's agreed-upon go-forward governance and service model, including reporting, dashboards, recurring meetings, communication channels, escalation procedures, and client responsibilities.
- Confirm required systems, access, documentation, contacts, governance processes, and delivery resources are in place before transition to ongoing service.
- Coordinate the formal transition into managed services or vCISO delivery and provide the PEM / Technical Engagement Manager and ongoing delivery team with a complete engagement handoff.
- Capture lessons learned and continuously improve the onboarding methodology, templates, and client experience.
Solution Value & Client Expansion Awareness- Develop a strong understanding of the services purchased and the business outcomes they are intended to support, reinforcing that value throughout onboarding.
- Help defend and reinforce the solution when questions arise regarding scope, approach, deliverables, or value.
- Maintain awareness of client priorities, challenges, and unmet needs, and surface potential expansion opportunities to the Strategic Accounts Director & vCISO and appropriate account stakeholders.
Key Performance MetricsSuccess in this role may be measured through:
- On-time completion of onboarding and implementation milestones.
- Successful transition into ongoing service with required readiness criteria completed.
- Client satisfaction with the onboarding experience.
- Accuracy and completeness of engagement documentation and client handoffs.
- Effective management and resolution of risks, dependencies, and outstanding client or internal actions.
- Continued improvement in onboarding consistency, efficiency, and time-to-value.
- Strong client-facing project and implementation management capabilities, including the ability to translate contracts and Statements of Work into actionable project plans.
- Strong working knowledge of cybersecurity concepts, terminology, services, technologies, and common client environments, with experience across GRC, cybersecurity consulting, and managed services delivery models.
- Ability to understand technical and advisory discussions well enough to coordinate subject matter experts, identify dependencies, and communicate credibly with clients.
- Excellent written and verbal communication skills with strong client-facing and executive presence.
- Strong organization, documentation, and attention to detail across multiple simultaneous engagements.
- Proactive ownership mindset with the ability to identify risks, drive accountability, follow through, and escalate issues appropriately.
- Commercial awareness with the ability to reinforce solution value and recognize additional client needs or expansion opportunities.
Your knowledge, skills, and abilities:- Strong client-facing project and implementation management capabilities, including the ability to translate contracts and Statements of Work into actionable project plans.
- Strong working knowledge of cybersecurity concepts, terminology, services, technologies, and common client environments, with experience across GRC, cybersecurity consulting, and managed services delivery models.
- Ability to understand technical and advisory discussions well enough to coordinate subject matter experts, identify dependencies, and communicate credibly with clients.
- Excellent written and verbal communication skills with strong client-facing and executive presence.
- Strong organization, documentation, and attention to detail across multiple simultaneous engagements.
- Proactive ownership mindset with the ability to identify risks, drive accountability, follow through, and escalate issues appropriately.
- Commercial awareness with the ability to reinforce solution value and recognize additional client needs or expansion opportunities.
Experience & Qualifications:- Bachelor's degree or equivalent professional experience.
- Approximately 4-6+ years of project management, implementation, onboarding, or client delivery experience.
- Relevant experience within cybersecurity consulting, GRC, managed security services, professional services, or a closely related environment.
- Comp TIA Security + or equivalent cybersecurity certifications.
- Demonstrated experience managing client-facing technology or cybersecurity implementations from initiation through transition into ongoing operations.
- Experience coordinating cross-functional technical, consulting, and operational resources and managing both executive and operational client stakeholders.
- Familiarity with project management and client collaboration platforms; ClickUp experience is beneficial. PMP, CAPM, PMI-ACP, or similar certification is preferred but not required.
- Applicants must have authorization to work in the United States without current or future visa sponsorship.
Cultural Expectations- Operate with a client-first mindset and a commitment to delivering an exceptional experience.
- Demonstrate ownership, accountability, proactive communication, and consistent follow-through.
- Collaborate effectively across advisory, technical, managed services, sales, procurement, operations, and PMO teams.
- Continually look for ways to make onboarding more repeatable, efficient, scalable, and valuable while demonstrating Echelon's values in every interaction.
We currently offer the following benefits: - Access to medical, dental, and vision insurance through Cigna, with the majority of the employee cost covered by the employer
- Employer funding to HSA accounts and FSA access
- Access to a 401(k) through Vanguard with a guaranteed employer contribution
- Flexible vacation policy that allows you to manage your schedule and rest and recharge when you need to
- 11 holidays with flexibility based on what is important for you and those you love
- Family-friendly benefits, including weeks off for Maternity leave, weeks off for non-birthing parent leave, employer-paid short-term and long-term disability, employer-paid life insurance, and access to additional life insurance, hospital coverage, accidental coverage, discounted mental health support, and more
- Support for individual development through certifications, continued learning, conferences, and more
