Lead discovery and scoping sessions with prospective and existing clients to define project requirements, success criteria, and delivery approach.
Author detailed Statements of Work (SOWs), translating business needs into clear deliverables, timelines, and commercial terms in partnership with Sales and Solutions Engineering.
Own the project plan from kickoff to completion maintaining milestones, dependencies, and risks across multiple concurrent engagements.
Perform resource allocation and capacity planning in coordination with the team, ensuring the right people are assigned at the right time across the project portfolio.
Serve as the primary point of contact for clients throughout the engagement, managing expectations and communicating progress with clarity and confidence.
Facilitate regular stakeholder touchpoints including status calls, milestone sign-offs for both client and internal teams.
Partner with Customer Success at project close to ensure a smooth handoff and strong foundation for long-term retention.
Requirements:
Customer-facing communication skills and stakeholder management.
1 - 3 years in a project management or delivery role within a B2B SaaS or professional services environment.
Experience writing SOWs and managing projects against contracted scope.
Confident, polished communicator with a track record of managing senior client stakeholders.
Strong command of project management tools (e.g. Asana, Jira, Monday, Smartsheet, or equivalent).
Ability to understand technical concepts well enough to bridge conversations between clients and engineering or implementation teams.
Experience delivering SaaS implementation or onboarding projects at scale.
