Enterprise Project Manager

Orion•Omaha, NE

9h•Hybrid

About The Position

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. This position performs 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. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. For External Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Lehi, UT or Berwyn, PA.

Requirements

Has broad knowledge and understanding of a range of relevant processes associated with Orion system and Service teams
Has broad knowledge and understanding of the OPS offerings and onboarding process
Possess ability to effectively facilitate and conduct meetings with clients
Possess ability to react well under pressure and manage difficult or emotional customer situations
Has a bility to provide exceptional customer service to ensure high customer satisfaction.
Has a bility to develop public speaking skills to effectively host various meetings
Has ability to act with professionalism and diplomacy when communicating with a customer
Has minimum of a bachelor’s degree in Business Administration or related field
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
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

Nice To Haves

Preferably someone with a Project Management Professional (PMP)
Preferably experience with client onboarding

Responsibilities

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
Ensures 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
Leas 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