Hybrid Associate Project Manager

at Smarsh

• Job title: Associate Project Manager
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Heredia, Costa Rica

About the role

• Associate Project Manager at Smarsh managing vendor risk assessments and reporting analysis for customers. Supporting the Vendor Risk Management product with effective communication and project management skills.

Responsibilities

• Project Management – Assisting Smarsh VRM’s Customers vendor assessments projects which includes creating projects, launching vendor assessments, following-up with vendors, scheduling customer calls, assigning completed assessments to IT analyst team and working with multiple teams to vendor management projects.
• Vendor Assessments - Launching vendor assessments from the Vendor Risk Management (VRM) platform. Sending templated follow up emails to vendors for outstanding assessments.
• Assessment Conversions - Individual will be required to convert PDFs, Word documents, and other formats into Excel-based structures for upload into the VRM tool.
• Assessment Template Creation - Individual will be required to consume information from Word, PDF, Excel, and other formats to convert the data into a predefined Excel structure to create a template.
• Mapping questionnaires / answering questionnaires based on pdf/sig (exact mapping) - Individual will be responsible for converting answered questionnaires into a format (excel) that can be uploaded into the VRM platform for review by clients and professional services team.
• Formatting / Re-formatting reports in Word for finalization before sending to clients for review. Infosec team designs reports for vendor reviews and then shares them with clients. Individual will need to take components of report, compile, and export a final draft.
• Communication with customers and internal stakeholders regarding status of vendor assessments.
• Reporting – Help build reports using various tools and provide reporting analysis as needed.

Requirements

• 2+ years’ experience with customer service, customer success or inside sales preferably for the financial industry or similar highly regulated industry
• Minimum of High School Diploma or GED.
• Soft Skills: calm under pressure, great with people, capable of de-escalating a situation, will use resources available.
• Experience with Microsoft 365 specifically MS Excel.
• Experience with Salesforce or other CRM systems.
• Deep sense of empathy for customers.
• Excellent telephone and written communication skills.
• Ability to quickly understand questions and solve problems.
• Proven results in driving customer health and satisfaction resulting in loyalty and advocacy.
• Experience working with and presenting to technical, accounting, or Sr. level executives.
• Positive and energetic individual who enjoys being part of a growing company