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Customer Project Manager

Merton, London
Remote Working
Remote Working
£30,000 to £40,000
Job Type
6 Sep 2022
Customer Project Manager Remote working with scope to go hybrid in the near future paying up to £40,000 + bouns & Benefits Job Purpose • Primarily to manage the implementation process for customers, ensuring a smooth and successful transition to my Clients software. • Manage additional adoption projects which introduces new areas of software to existing customers • Provide a consultancy service to existing customers in collaboration with the Customer Relationship Management team, where applicable. Key Responsibilities • As the Customer Project Manager you will be responsible for managing timely delivery of all aspects of a project • Advising prospective, new and existing customers on use, set up and configuration of the financial advice software. • Advising prospective, new and existing customers on best practice in relation to data migration from previous software systems • Advising prospective and new customers on best practices in relation to regulatory changes and business efficiency • Advising prospective and new customers on digital training available to aid adoption • To maintain and communicate regular project and activity management reports to the prospective and new customers • Available for stakeholder/ sponsor activity in Product Enhancements and In-House Process Changes • To liaise with Sales, Implementation and Customer Relationship Management teams to ensure a smooth and successful project experience for customers • Escalation point for customers as their project manager • To identify and help prevent / resolve bottlenecks in all aspects of projects, escalating as necessary • To ensure the timely delivery of client data migration and set up/configuration. • Maintain key relations with internal teams and external customers • Help design and implement system and process changes • To measure and review the client project experience, feedback to senior management and liaise with relevant parties to implement agreed improvements • To transition the client to the Customer Relationship Management team following the delivery of new client projects • Keeping up to date with new functionality released on the software • Providing assistance to other customer service departments when required. Knowledge Required • Required: Financial Advice Service industry knowledge • Required: Competent in using and working knowledge of financial advice softwares • Preferred: Experience of migrating data from previous Financial Services software solutions • Preferred: Project Management experience • Preferred: Computer software knowledge • Preferred: Experience of a consultative nature • Preferred: Understanding of different advisory business models and processes • Preferred: Understanding of other practice management solutions • Preferred: Understanding of the current regulatory requirements and future changes Skills and Experience Required • Analytical • Results driven • Adaptable and ability to work in a fast paced environment • Diplomacy • Numeracy/Data Rationality/Decision Making • Planning and Organisation • Time Management • Influencing & Developing Relationships • Communication (written and verbal) • Microsoft Office skills • Working to target driven goals • Project Management • Presentation skills • Self-motivation • People Management • Regulatory and Industry Knowledge Qualifications Required • Required: Extensive experience in the Financial Advice industry • Required: Extensive experience with Financial Software
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  • Job Reference: 705451311-2
  • Date Posted: 6 September 2022
  • Recruiter: Crown Heath Associates
  • Location: Merton, London
  • Remote Working: Some remote working possible
  • Salary: £30,000 to £40,000
  • Bonus/Benefits: Bonus + benefits
  • Sector: I.T. & Communications
  • Job Type: Permanent