Professional Services Project Manager (Remote/ US)

Client Delivery Leadership

• Manage the end-to-end delivery of complex client implementation and onboarding projects across private equity and fund administration clients.

• Establish project governance, RACI, milestones, and delivery metrics in alignment with client and internal teams.

• Own the delivery relationship with client stakeholders, including PMs, operational leads, and C-suite sponsors.

• Ensure client projects are delivered on time, on budget, and to defined scope balancing commercial constraints and technical realities.

• Maintain regular cadence of project status reporting, risk assessments, budget tracking, and steering committee updates.

• Build clear and structured implementation plans aligned to LemonEdge’s internal frameworks and delivery playbooks.

• Proactively manage project risks, scope creep, resourcing gaps, and client blockers, escalating appropriately and ensuring resolution.

Internal Execution & Stakeholder Management

• Coordinate cross-functional teams including Solution Consulting, Product, Engineering, Support, and Commercial to ensure seamless delivery.

• Create and maintain RAID logs (Risks, Assumptions, Issues, Dependencies) and maintain clear internal documentation and decision logs.

• Provide structured handovers to post-implementation teams including Support and Customer Success.

• Lead internal delivery retrospectives and support continuous improvement of delivery methodologies.

• Ensure all project documentation is completed in accordance with internal QA, compliance, and financial standards.

Commercial & Strategic Outcomes

• Monitor delivery gross margin, resource utilization, and contract delivery efficiency.

• Support upsell and renewal efforts by creating trusted relationships and identifying future needs.

• Influence NDR by reducing implementation drag and improving client time-to-value.

• Contribute to internal tools, templates, onboarding guides, and delivery KPIs.

• Act as a delivery advisor in key client meetings, investor sessions, or partner calls where needed.

About You

You’re an experienced project leader with a track record of delivering high-impact technology implementations. You understand Professional Services in a B2B SaaS or FinTech environment and can balance delivery detail with big-picture client value. You’re energized by solving problems, aligning people, and delivering results.

Required Experience & Skills

• 5–8 years of experience in client-facing SaaS or FinTech project management, preferably in enterprise or mid-market implementations.

• Experience working in Private Equity, Investment Management or Investment Banking.  

• Deep experience managing multiple simultaneous delivery workstreams across global time zones.

• Strong communication and stakeholder management skills including the ability to influence senior external clients and internal leadership.

• A structured and proactive approach to delivery confident with budgets, timelines, risks, and governance.

• Demonstrated ability to lead remote, cross-functional teams and resolve delivery blockers.

• Familiarity with client onboarding in regulated or complex environments (e.g. financial services, enterprise software).

• Solid working knowledge of project tools (e.g. Smartsheet and or Jira, Azure DevOps, Excel, Outlook).

• Bachelor’s degree required. PMP, PRINCE2, or Agile certifications strongly preferred.

Nice to Have

• Experience in private equity, venture capital, or fund administration technology.

• Working knowledge of client lifecycle metrics: time-to-value, NDR, churn, CSAT.

• Ability to interpret commercial contracts (e.g. SoWs) and manage delivery to contractual obligations.

• Experience contributing to the development of internal project methodologies or playbooks.

‍Benefits:

• Health, dental, and vision coverage.

• 401(k).

• Flexible paid time off.

• Paid parental leave.

• Remote-first culture with periodic travel to clients or team events.

Key Performance Indicators (KPIs)

You will be evaluated on:

• Project Delivery Success Rate:
  % of projects delivered on time, on budget, and in scope.

• Client Satisfaction:
  CSAT score at go-live and client feedback during delivery.

• Delivery Gross Margin:
  Profitability of assigned implementation projects.

• Time-to-Live:
  Duration from project kickoff to successful go-live.

• Expansion Opportunities:
  Contribution to NDR through client trust and upsell enablement.

• Risk Management:
  Timeliness and accuracy of risk mitigation and issue resolution.

• Internal Quality:
  Documentation, collaboration, and alignment to delivery standards.

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