Effectively communicate team progress in all relevant forums developing stakeholder confidence through learning the Dynamic Planner product set, developing your understanding of the Financial Advice domain and making a great contribution within our delivery team · Deliver Tactical and Strategic intent of client contracts · Coordinate Client Implementation and professional service activities · Accountable for client implementation project budget and governance · Leading planning and implementation of both internal and external projects to achieve organisational targets · Manages and leads complex / large scale initiatives that span one or multiple business functions · Full project lifecycle ownership: with success including full implementation from initiation to deployment for one or several initiatives simultaneously · Empower and lead cross functional teams to maximise their potential · Client and Third-Party management (at Senior Management level) on applicable projects · Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and excellence · Participate in establishing practices, templates, policies, tools and partnerships to expand and mature these capabilities for the organization · Effectively communicate project status and progress in all relevant forums developing stakeholder confidence Client and Third-Party management (at Senior Management level) on applicable projects or workstreams in UK and Europe KPIs and Measures · Projects delivered within the agreed constraints or deviations managed through change management process · Well managed milestones, dependencies, issues, and risks · Energized and supportive team delivering to their full potential.
· Performance management of vendors and 3rd party's · Obtain positive client feedback · Clear reporting structure and report to Directors and act as two in a box with Customer Success Management · Support peer reviews across all client implementations Supports periodic business reviews identifying strengths, weaknesses, opportunities and threats · 5+ years of experience in cross functional SaaS Implementation and client delivery · Experience in large scale (25+) locally and remotely dispersed indirect resource pools · Ability to shape projects (both green-field and progressive projects).
· Self-starter · Team Management · Client and Stakeholder Management · Leadership, creative thinking, decision-making, accountability, determination to succeed, team player · Wealth Management domain knowledge would be advantageous but not essential for the right candidate.
Flexibility to support European travel in support of business initiatives is a requirement of the role · Become the glue between Account, Client and Delivery functions · Provision of client change requests and qualified yes/no (managed via Product, Contracts, Changes etc.)
· Unites all supporting functions to ensure clear message / direction to deliver solution to client · Provides ownership and governance for Client based initiatives including but not limited to Bids / Contract and Client Implementations · Providing clear handover to Account and Support services post implementations · Focus on delivering benefits into Clients, Users and enabling Account / Product Teams to evolve the relationship, embedding ourselves into their business processes · Push to deliver a focussed professional service solution for the client(s), and enabling the relationship to support increase in revenue and reliance on Dynamic Planner · Work with customer success managers to enable them to manage the account, enable Account & Customer Success Managers to focus on the user base pushing improvements, upgrades and up/cross sell the product · Work with / close collaboration with Commercial, PreSales & Account teams · Supports / guides / leads Account and Customer Success Managers through all clients early and late lifecycle phases- engagement, retender and end of life · Manage risk, issues, and dependencies of the projects · Commercial management at appropriate level · Contractual awareness when supporting external clients/third parties Provide visibility and progress of the projects against the plan to all stakeholders Health & Wellbeing Simplyhealth; AXA (Management) Healthcare; Employee Assistance Programme (& much more!)
Financial & Retirement Discretionary annual bonus; Company pension scheme; Life Assurance (& much more!)
Discounts & Perks Benefit Hub; Cycle to work; Give as you earn (& much more!)
Leave 25 days per year; Anniversary holiday increase; Company sickness (& much more!)
Recognition & other rewards Team events; Quarterly treats; Recommend a friend scheme (& much more!)