Description

JOB DESCRIPTION

Title: Project Manager 

Primary Objectives:

We are seeking an exceptional Project Manager to join our innovative and growing technology company.  In this role, you will become the trusted guide for our clients' success by orchestrating the seamless onboarding and implementation of our multi-source data warehousing and reporting solutions, transforming complex data challenges into elegant, sustainable solutions that empower our clients to thrive independently.

This role focuses on organization, administration, documentation, and communication to ensure projects stay on track.  The primary responsibilities include managing new client onboarding, solution implementation, and other projects in a way that delights clients and creates long-lasting, self-sufficient clients.  

Below is the list of responsibilities and qualifications. We encourage you to apply even if you feel that you do not meet all the qualifications below. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Lodestar encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. 

Requirements

This Role Is Perfect For Someone Who:

      Takes pride in transforming chaos into clarity and maintaining forward progress

      Naturally anticipates what's needed next and catch important details others might miss

      Enjoys being the connective tissue that keeps schedules aligned, tasks tracked, and communication flowing

      Thrives in fast-paced, collaborative environments where adaptation is constant

      Has a gift for bridging gaps between different groups and driving accountability on commitments

As a Project Manager you will: 

Lead Client Onboarding & Implementation

      Manage end-to-end client onboarding projects from kickoff through successful go-live and handoff

      Design and execute tailored implementation plans that account for each client's unique data landscape, technical environment, and business objectives

      Coordinate cross-functional teams including internal stakeholders, data analysts, developers, and client stakeholders

      Proactively identify risks and develop mitigation strategies to keep projects on track

Build Client Relationships & Drive Adoption

      Serve as the primary point of contact and trusted advisor throughout the implementation journey

      Conduct discovery sessions to deeply understand client needs, pain points, and success criteria

      Facilitate workshops, training sessions, and knowledge transfer to build client capability and confidence

      Create and maintain comprehensive project documentation, training materials, and best practice guides

Deliver Excellence & Enable Self-Sufficiency

      Set clear expectations and maintain transparent communication on timelines, deliverables, and milestones

      Develop creative solutions to complex data integration challenges across multiple source systems – documenting the outcome for future use cases

      Empower clients with the knowledge, tools, and processes to maintain and optimize their solutions independently

      Gather feedback and insights to continuously improve our implementation methodology and client experience

Drive Continuous Improvement

      Track and report on project health metrics, resource allocation, and client satisfaction

      Identify opportunities to streamline processes, improve efficiency, and enhance scalability

      Contribute to the evolution of our implementation frameworks, templates, and best practices

      Mentor team members and share lessons learned across the organization

You should have:

      2-3 years of project management experience, preferably in FinTech, data analytics, or enterprise software implementation

      PMP, CSM, or similar project management certification preferred

      Financial Services/Credit Union/Community Bank experience is considered an asset

      Proven track record of successfully managing multiple complex projects simultaneously

      Strong understanding of data warehousing concepts, ETL processes, and reporting/BI tools

      Experience working with multi-source data integration and enterprise data architectures

      Demonstrated ability to translate technical concepts for non-technical audiences

      Excellent stakeholder management skills across all organizational levels

      Excellent written and verbal communication skills to facilitate clear and professional interactions.

      Strong attention to detail and a proactive, problem-solving mindset

      An eagerness to learn from both experienced team members and newer colleagues, contributing to a culture of continuous knowledge sharing.

      A commitment to professional development and enthusiasm for growing within the role through ongoing learning opportunities and expanding your skillset.

      Ability to work effectively in a collaborative and results-driven environment.

Technical Knowledge

      Familiarity with data warehousing platforms (Oracle)

      Understanding of SQL, data modeling, and database concepts

      Knowledge of BI/reporting tools (Oracle Analytics Server, or similar) is a plus

      Exposure to API integrations and data connectivity solutions

      Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

      Experience with HubSpot is an asset

Core Competencies

      Client-Centric Mindset: Genuine passion for client success and creating delightful experiences

      Strategic Thinking: Ability to see the big picture while managing intricate details

      Problem-Solving: Creative approach to navigating ambiguity and overcoming obstacles

      Communication Excellence: Clear, concise, and adaptable communication style for diverse audiences

      Organized & Proactive: Self-starter who anticipates needs and stays ahead of potential issues

      Collaborative Spirit: Thrives in cross-functional teams and builds strong working relationships

      Adaptability: Comfortable with change and able to pivot quickly in a fast-paced environment