Client Success Project Manger

Drips•Dallas, TX

2d•Remote

About The Position

The Client Success Project Manager (CSPM) joins Drips’ Implementations group and owns client onboarding projects from close of sale through launch, including expansions within existing accounts. The role coordinates conversation design and technical integration timelines, understands each client’s business problem and the solution defined during sales, and works with high-level technical requirements for integration with client systems. This is a client-facing position that leads meetings, maintains accountability among internal and external stakeholders, and delivers efficient, high-quality implementations that meet launch dates and prepare clients for long-term growth. It is suited to someone with a few years of project management experience who is ready to own a portfolio of projects, with coaching and escalation support available from the Manager, Implementations.

Requirements

3–5 years of project management, implementation, or client-facing onboarding experience, preferably in SaaS or technology services.
Demonstrated ability to manage multiple concurrent projects and competing deadlines without losing detail.
Strong written and verbal communication skills, including comfort leading meetings with client stakeholders.
Working proficiency with project management and CRM tools, such as Salesforce, SharePoint, Smartsheet, Asana, ClickUp, or similar.
Proactive, organized, detail-oriented working style, with the ability to surface problems early.
Bachelor’s degree or equivalent practical experience.

Nice To Haves

PMP, CAPM, or Agile/Scrum certification.
Exposure to data integrations, including SFTP file transfers, REST APIs, field mapping, and UAT, and the ability to hold a credible conversation with technical teams.
Experience in healthcare, health plans, insurance, education, or another regulated or compliance-sensitive vertical.
Familiarity with conversational messaging, contact center, CX, or marketing automation platforms.

Responsibilities

Own a portfolio of client implementations from close of sale through launch, maintaining clear objectives, timelines, and deliverables.
Translate client business goals into actionable project plans with Sales, Solution Consulting, and Account teams.
Co-host client kickoff meetings, conversation design reviews, and integration planning sessions, ensuring productive discussion and clear outcomes.
Produce standardized project deliverables that summarize scope, milestones, roles, and success measures.
Build and maintain project plans reflecting realistic timelines, contracted deliverables, and cross-functional SLAs.
Anticipate risks, scope changes, and dependencies across design, integration, and testing workstreams, and adjust plans as needed.
Coordinate SFTP and API integration milestones with Integration and Production partners through configuration, testing, and launch readiness.
Escalate timeline risks and capacity concerns early, recommending a path forward.
Host weekly internal and client-facing project meetings and communicate status, risks, issues, and priorities.
Enforce accountability for task ownership across internal teams and client stakeholders.
Prepare and distribute meeting notes, track action items to completion, and ensure participants are prepared for each session.
Communicate consistently and transparently to build trust between Drips teams and client organizations.
Keep project records, onboarding trackers, and implementation documentation accurate and current in Salesforce and SharePoint.
Prepare kickoff decks, conversation design materials, and supporting project documents with internal teams.
Support Client Success Managers with project approvals, agendas, and deliverables through launch and handoff.
Contribute to improving project management templates, standards, and process documentation.