Sr. Project Manager (Internal Business System Transformation) at iPipeline in Exton, Pennsylvania

Job Description:

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers, and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management. 

We are looking for a Sr. Salesforce Project Manager in our Exton PA Headquarters. 

 

Job Summary:

We are seeking a highly skilled and experienced Salesforce Senior Project Manager to lead the planning, implementation, and management of critical business systems projects and programs within our organization that align to key business transformation programs. The ideal candidate will have a strong background in business systems analysis, project management, and cross-functional collaboration, with a proven track record of driving successful system implementations and enhancements to support business operations and objectives. 

 

Responsibilities: 

• Lead the planning, execution, and delivery of Salesforce and other business systems projects and programs, including system upgrades, implementations, integrations, and enhancements. 


• Collaborate with business stakeholders to gather and analyze requirements, identify system needs, and recommend solutions to support business objectives. 


• Define project scope, objectives, and deliverables, and develop comprehensive project plans and timelines. 


• Manage project resources, budgets, and timelines to ensure successful delivery within scope, schedule, and budget constraints. 


• Coordinate with internal IT teams, external vendors, and business partners to execute project activities and ensure seamless integration and deployment of business systems solutions. 


• Provide regular project updates and status reports to stakeholders and key executives highlighting key milestones, risks, and issues. 


• Drive user adoption and change management initiatives to ensure successful implementation and utilization of business systems solutions. 


• Conduct post-implementation reviews and lessons-learned sessions to identify areas for improvement and best practices. 


• Stay current with industry trends, best practices, and emerging technologies in business systems management and project management. 


• Maintain a roadmap of business system initiatives with associated timing for future years 

 

Qualifications: 

• Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field (or relevant professional experience). 


• 8+ years of experience in business systems analysis, project management, or related roles, with a proven track record of successfully managing complex projects and programs. 


• Strong understanding of internal business systems concepts, methodologies, and best practices. 


• Experience with enterprise business systems such as ERP, CRM, HRIS, or financial systems.  Salesforce and Atlassian experience is a plus. 


• Proficiency in project management methodologies such as Agile, Scrum, or Waterfall. 


• Excellent communication, interpersonal, and leadership skills, with the ability to effectively collaborate with cross-functional teams. 


• Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions. 


• Experience managing third-party vendors and external consultants is a plus. 


• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities and requirements. 


• Experience in implementing projects from beginning to end for small to mid-size companies 


• PMP Certification is also desirable 

 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Project Management

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