Project Manager overseeing child support program management support for OCSE initiatives. Ensuring effective planning, execution, and quality control across program management activities.
About the role
- Enterprise Project Manager overseeing Orion Enterprise client Consulting and onboarding. Responsible for project management and providing high-level customer service with a focus on client satisfaction.
Responsibilities
- As an Enterprise Project Manager, you will be responsible for overseeing and project managing the Orion Enterprise client Consulting, Practice Management and Onboardings by providing a high level of customer service to the clients.
- Perform duties including the oversight of Enterprise client onboarding, project plan creation and management, system setup, working with Orion Portfolio Solutions and Subject Matter Expert teams as needed.
- Consult and use Practice Management skills to understand client needs and requirements
- Work with Onboarding, Premier, SME and Orion Portfolio Solutions (OPS) teams to establish service standards for enterprise clients
- Ensure effective communication on client migrations and system setup including outreach to appropriate sales team members and stakeholders
- Create onboarding project plans including scheduling and change control process
- Lead any BRD new development efforts if required
- Lead the onboarding process for Enterprise clients including process setup and SME team coordination
- Lead transfer of Enterprise client to Premier Service Support – closing onboarding process
- Support sales team in the process of recruiting new firms to join Orion Enterprise
- Attend prospect meetings as needed
- Establish project plans specific to each Enterprise firm.
- Act as an escalation point for escalated issues and complex problems; resolves where appropriate in order to provide effective support
- Process and workflow creation with respect to Orion Portfolio Solutions
- Assist in troubleshooting integration points and setup
- Have an understanding of TAMP functionality and features.
Requirements
- Has minimum of a bachelor’s degree in Business Administration or related field
- Preferably someone with a Project Management Professional (PMP)
- Has minimum of 5 years of customer services-related or multiple operations team experience required, with at least 2 years of experience with Orion or affiliated company
- Has minimum of 2 years of management/leadership experience
- Preferably experience with client onboarding
- Possess experience working within financial services industry
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
- health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- paid parental leave
- pet benefits including pawternity leave and pet insurance
- student loan repayment and more.
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