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Technical Project Manager

As an integral part of our Professional Services organization, Hearsay Project Managers’  primary function is to serve as a trusted partner to our clients in defining, designing and deploying our suite of solutions. The Project Manager will also actively contribute to the growth and build-out of the Professional Services organization by actively contributing to the development of new offerings, repeatable service delivery processes, and other operational improvements. The Project Manager will oversee and coordinate additional Professional Services resources as needed, including Solutions Engineers, Subject Matter Experts for specific focus areas, and Cloud Services Consultants for standard product configuration. 

About Hearsay Systems
Founded in 2009, Hearsay Systems is reinventing the human-client experience in financial services. The Hearsay Client Engagement Platform empowers over 200,000 advisors and agents to authentically and intelligently grow business relationships by proactively guiding and capturing the last mile of digital communications. The world’s leading financial firms—including Allstate, New York Life, Morgan Stanley, and Charles Schwab—rely on Hearsay’s SaaS platform to scale their reach, optimize sales engagements, and deliver exceptional client service in a consistent and compliant manner. 

We are a tight-knit and dedicated team that passionately believes in our products, our people, and our culture. Our products help advisors and agents scale personalized customer engagements across social media (Facebook, LinkedIn, Twitter, Instagram), websites, text, and voice.

Headquartered in San Francisco, Hearsay has a globally distributed team with members in San Francisco, Salt Lake City, Seattle, New York, Toronto, London, Budapest and Manila and is backed by Sequoia Capital, NewView Capital, and Salesforce Ventures.

What you will do:

  • Lead customer technical implementation projects from kickoff to go-live, planning and managing resources to ensure that all projects meet or exceed customer expectations
  • Ensure that multiple, concurrent projects are completed on-time and within budget
  • Create and maintain technical project plans outlining tasks, milestone dates and allocation of resources based on formal estimation processes
  • Partner cross-functionally with Customer Success, Sales, Product, and other internal teams to build and foster customer relationships and deliver according to established project timelines and project governance
  • Provide timely and accurate status updates to customer stakeholders throughout the project lifecycle, ensuring expectations are clearly set with customer and internal teams
  • Maintain up-to-date knowledge of Hearsay products and solutions to assist in the development of project methodology aligned to Professional Services offerings
  • Identify and socialize opportunities for leveraging other Hearsay products and services to meet additional customer requirements or needs
  • Lead project review and status meetings, and communicates project status internally
  • Interface directly with stakeholders at customer to gather project requirements and manage expectations
  • About you:

  • 3+ years of relevant work experience and portfolio of executed projects in an agile environment
  • Proven experience leading delivery of complex customer technical/SaaS implementation projects with cross-functional teams using traditional and agile project delivery methodologies
  • Technical, detail-oriented, excellent organizational skills, ability to analyze and synthesize data, and ability to prioritize demands and meet deadlines
  • Collaborative and able to thrive within a dynamic, fast-moving business
  • Understands and has experience successfully managing large enterprise software deployments
  • Understands business and organizational complexity at very large enterprise firms, bonus points for Financial Services background
  • Ability to communicate clearly and tailor communications to different levels in our clients’ organization
  • Experience developing project plans and Statements of Work that clearly communicate the plan, properly set expectations, and mitigate schedule and budget risks
  • Ability to consume customer ready technical materials and generally understand the capabilities and interactions between the various components of our products
  • Focus on continual service improvement, customer enablement, and digital transformation
  • Preferred Qualifications: Agile/SCRUM Certification