Senior Revenue Project Manager

We seek a proactive, adaptable, and self-starting Senior Revenue Project Manager with a strong delivery record and proven project management experience to own strategic, tactical, cross-functional, and technology projects and programs within the Revenue organization.

The ideal candidate should be able to scope and create project plans for large cross-functional initiatives, develop processes, coordinate and drive execution, provide quality control to meet goals, communicate status and blockers to senior management, and document process/product changes. Reporting to the Director, Revenue Programs, this role will own the strategy and implementation of high-level initiatives that enable our business to exceed growth targets and expand faster. Oh, and as we go 24,791 mph, you should be comfortable with speed and change.

What you get to do every day

• Project Management & Leadership:
  • Manage a portfolio of complex, often technical initiatives that span one or multiple lines of business, ensuring we meet our outcomes. These are often revenue-driven initiatives.
  • Serve as the SME for project management best practices and contribute to the growth of the team/task force.
  • Lead project teams by defining clear project plans, driving project-specific meetings, setting realistic expectations, tactically guiding teams in and outside of your department to deliver project goals, and adhering to project scope and timeline.
  • Own the entire project life cycle: successful project delivery will include full implementation from initiation to deployment for one major or several minor initiatives simultaneously.
• Problem Solving & Risk Mitigation:
  • Work autonomously in an ambiguous environment, seeking to understand business problems, automation limitations, scaling factors, boundary conditions, and reasons behind leadership decisions.
  • Apply analytical and critical thinking to proactively solve for the unknown, mitigate risks (before they become roadblocks), and drive execution with speed without compromising quality.
  • Contribute to impactful projects and achieve measurable outcomes rather than just task completion.
• Documentation & Reporting:
  • Create and maintain project documentation and collaborate with stakeholders to ensure documentation is up-to-date while enforcing procedures.
  • Develop, implement, and govern KPI reporting for a portfolio of programs, providing visibility to the milestones and performance across all projects; provide the path forward to address areas of concern and collaborate towards a solution.
  • Create executive status reports around your projects and lead cross-functional meetings.
  • Be a part of a team committed to exceptional attention to detail and the production of high-quality deliverables (even first drafts), where everyone is responsible for upholding these standards.
• Cross-functional Collaboration & Process Improvement:
  • Collaborate cross-functionally to identify gaps between teams, processes, and systems, with a strong bias for action.
  • Work with multiple teams and stakeholders to achieve project goals.
  • Contribute to process improvements and help teams mitigate classic failure modes (e.g., poorly understood requirements, ineffective collaboration, overlooked security, insufficient stakeholder review).
  • Other duties as assigned by the business.

What you bring to the role

• Experience & Skills
  • Minimum Bachelor’s degree in business, operations, human resources, adult education, organizational development, instructional design, or related field.
  • 7+ years of proven experience in a project or program management role.
  • Excellent organizational, project, and time management skills; can juggle and prioritize multiple tasks with varying deadlines and stakeholders without dropping the ball.
  • Proven track record of utilizing Agile Methodology successfully, as well as working with large sets of data and using metrics to measure outcomes and drive improvements.
  • Experience owning program strategy, end-to-end delivery, partnering with SMEs (Subject Matter Experts) to complete project milestones, and communicating results to senior leadership.
  • Ability to dive deep and fully understand the project, in order to make informed decisions.
  • Strong ability in leading virtual planning and project meetings with colleagues of varying leadership levels to build consensus and influence to drive projects forward.
• Technical Proficiency
  • Expert in the use of Google Suite and MS Office Suite applications and proficient in utilizing web-based tools (i.e., Zoom, GoogleMeet, MS Teams).
• Communication & Interpersonal Skills
  • Interpersonal, organizational, and critical thinking skills with adaptability to meet changing demands.
  • Excellent verbal and written communication skills with an ability to streamline and explain complex issues to gain understanding and alignment.
• Work Ethic & Adaptability
  • Meticulous attention to detail, consistently ensuring high-quality, polished deliverables and identifying discrepancies with a keen eye in process and data.
  • A self-starting attitude and desire to learn new programs and systems and widen your knowledge base about the retirement industry and our product.
  • Comfortable working in a fast-paced, high-growth software company where change is a constant.
  • A “people-first” approach, passionate about delivering exceptional customer experiences and being a part of a positive, high-performing team culture where psychological safety and results go hand-in-hand.
• Problem Solving & Initiative:
  • Self-starter, problem-solver and strong bias for action.
  • A proactive, problem-solving mindset, with a focus on continuous improvement and operational scalability.
  • Ability to anticipate challenges, identify next steps, and take initiative to drive projects forward without constant direction.
  • Strong ability to navigate challenges, unexpected issues, and varying departmental priorities with a resilient and adaptable approach.

Nice to have

• Completed or working toward PMP certification is preferred