Sales Project Manager
About The Position
As a Sales Project Manager, you will play a critical role in ensuring a seamless transition from sale to successful client onboarding and implementation. This role partners closely with the Solutions Consulting team to manage the onboarding and implementation of new clients onto the Orion Summit systems, serving as the central point of coordination across Sales, Product, Onboarding, and Service. In addition to managing new client implementations, the Sales Project Manager will take on special projects for the Sales organization as needed, helping improve processes, accelerate timelines, and enhance cross-functional execution. 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: Jacksonville, FL.
Requirements
- Has a minimum of a Bachelor’s degree or equivalent experience
- Has a minimum of 5 years of experience in a similar role, including hands-on project management experience
- Has experience managing client onboarding, implementations, or complex cross-functional projects
- Has strong organizational, communication, and stakeholder management skills
- Manages multiple projects simultaneously in a fast-paced environment
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Nice To Haves
- Preferably has experience in fintech, SaaS, wealth management, or financial services
- Preferably has familiarity with Orion Summit systems or similar enterprise platforms
- Preferably has experience supporting Sales or Solutions Consulting teams
- Has strong problem-solving skills with a continuous improvement mindset
Responsibilities
- Manage end-to-end onboarding and implementation projects for new clients adopting Orion Summit systems
- Serve as the primary project lead, ensuring clear timelines, milestones, and accountability from contract signature through go-live
- Partner closely with Solutions Consulting to ensure client requirements, expectations, and scope are clearly defined and executed
- Proactively identify risks, blockers, and dependencies that could impact implementation timelines and client experience
- Drive consistent, proactive communication with clients and internal stakeholders throughout the implementation lifecycle
- Act as the central point of coordination between Sales, Product, Onboarding, Service, and other internal teams
- Ensure handoffs between teams are clear, timely, and aligned to client expectations
- Facilitate internal alignment meetings to maintain momentum, resolve issues, and ensure shared ownership of outcomes
- Represent Sales during implementation, advocating for client needs while aligning with internal standards and capabilities
- Identify opportunities to improve implementation efficiency, reduce cycle time, and accelerate time-to-value for new clients
- Help standardize onboarding project plans, templates, and communication frameworks
- Track implementation metrics and trends to inform process improvements and leadership reporting
- Support continuous improvement efforts that enhance coordination, predictability, and scalability
- Lead or support special projects for the Sales organization as needed, including process optimization, tooling improvements, and cross-functional initiatives
- Partner with Sales leadership on initiatives designed to improve execution, client experience, or revenue outcomes
- Provide structured project management support for high-priority or complex sales initiatives
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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
1-10 employees
