Description

Finvi is seeking a highly motivated, experienced Senior Project Manager who will take a consultative approach to oversee the successful implementation of our SaaS product for new and existing clients. This role will be responsible for managing the end-to-end process of product deployment, from initial client onboarding through to full product adoption and success. You will deliver a new to market product and influence process, tool selection, and best practice. In this role you will have visibility, meaningful contribution and impact. This position will focus on Mid Market and Enterprise clients with data and configuration challenges. The ideal candidate will have independent responsibility for solutioning and driving results.

What You'll Do

• Project Planning & Execution: Lead the end-to-end implementation process of our SaaS solution, including defining scope, timelines, resources, and deliverables in collaboration with clients and internal teams to deliver impactful business results for customers
• Client Onboarding & Kickoff: Facilitate client onboarding sessions and product kick-off meetings to establish clear goals, expectations, and timelines for successful implementation
• Cross-Functional Collaboration: Bring visibility to blockers and elevate feedback into roadmap influence, acting as a voice of the customer within the company

• Client Relationship Management: Guide customers through high-stakes migrations with a mix of strategic planning, communication, and calm under pressure

• Risk Management: Build and refine lightweight frameworks for forecasting delivery, identifying risks early, and improving implementation predictability
• Documentation & Reporting: Balance agility with accountability, scaling process and reporting thoughtfully

What You'll Need

• Minimum of 5+ years of experience managing complex highly configurable SaaS product implementations
• Proven track record of managing complex end-to-end software implementation projects
• Exceptional communication and interpersonal skills, with the ability to work collaboratively across teams and clients in a consultative manner
• Experience in risk management, issue resolution, and delivering projects within scope, time, and budget
• Strong organizational and time-management skills, with an ability to manage timelines and expectations when things do not go according to plan

What's In It For You.

• Use structure and communication to bring order to chaos, ensuring customers move forward while the product evolves
• Translate complex data, customized configurations, and gnarly integrations into manageable phases and clear expectations
• Own and drive the implementation experience by designing creative, scalable solutions when product limitations arise
• Set up customers for success, and ensure go-lives are launchpads and not landings
• Shape how implementation is done within your team and across the company—as a key player during a formative growth stage

The base salary range for this role is listed above. Total compensation ultimately depends on the candidate's primary work location, job responsibilities, role requirements, relevant experience and skillset.

Beyond traditional insurance offerings (that all start on day one), Finvi offers a wide variety of additional benefits like flexible time off, employer 401k match with no wait period, paid time off to volunteer, paid parental leave, and more. Learn more about all our benefit offerings on our website.

Why Finvi

Finvi is a fast-paced, challenging, and technology-transforming company. Our culture fosters an environment where you can think creatively, push yourself to new possibilities, and challenge each other to accomplish personal and professional goals. We believe that every moment, idea, and voice count. By bringing together different ideas and perspectives, we can innovate and step forward.

Our values embody who we are: have grit, own your impact, row together, embrace differences, and act transparently.

Finvi's Equal Opportunity Statement including Veterans and Individuals with Disabilities

It is the policy of Finvi to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, gender identity, sexual orientation, genetic information or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruitment or recruitment advertising, hiring, placement, promotion, transfer, demotion, layoff, recall, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, including apprenticeship, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate. For more information, read Finvi's full Equal Opportunity Statement here.

Work Authorization

Visa sponsorship or transfer of an existing visa is not available for this position. Eligible candidates must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

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