Description
JOB DESCRIPTION
Title: Project Manager
Primary Objectives:
We are seeking an exceptional Project Manager to join our innovative and growing technology company. In this role, you will become the trusted guide for our clients' success by orchestrating the seamless onboarding and implementation of our multi-source data warehousing and reporting solutions, transforming complex data challenges into elegant, sustainable solutions that empower our clients to thrive independently.
This role focuses on organization, administration, documentation, and communication to ensure projects stay on track. The primary responsibilities include managing new client onboarding, solution implementation, and other projects in a way that delights clients and creates long-lasting, self-sufficient clients.
Below is the list of responsibilities and qualifications. We encourage you to apply even if you feel that you do not meet all the qualifications below. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Lodestar encourages you to break that statistic and to apply. No one ever meets 100% of the requirements.
Requirements
This Role Is Perfect For Someone Who:
Takes pride in transforming chaos into clarity and maintaining forward progress
Naturally anticipates what's needed next and catch important details others might miss
Enjoys being the connective tissue that keeps schedules aligned, tasks tracked, and communication flowing
Thrives in fast-paced, collaborative environments where adaptation is constant
Has a gift for bridging gaps between different groups and driving accountability on commitments
As a Project Manager you will:
Lead Client Onboarding & Implementation
Manage end-to-end client onboarding projects from kickoff through successful go-live and handoff
Design and execute tailored implementation plans that account for each client's unique data landscape, technical environment, and business objectives
Coordinate cross-functional teams including internal stakeholders, data analysts, developers, and client stakeholders
Proactively identify risks and develop mitigation strategies to keep projects on track
Build Client Relationships & Drive Adoption
Serve as the primary point of contact and trusted advisor throughout the implementation journey
Conduct discovery sessions to deeply understand client needs, pain points, and success criteria
Facilitate workshops, training sessions, and knowledge transfer to build client capability and confidence
Create and maintain comprehensive project documentation, training materials, and best practice guides
Deliver Excellence & Enable Self-Sufficiency
Set clear expectations and maintain transparent communication on timelines, deliverables, and milestones
Develop creative solutions to complex data integration challenges across multiple source systems – documenting the outcome for future use cases
Empower clients with the knowledge, tools, and processes to maintain and optimize their solutions independently
Gather feedback and insights to continuously improve our implementation methodology and client experience
Drive Continuous Improvement
Track and report on project health metrics, resource allocation, and client satisfaction
Identify opportunities to streamline processes, improve efficiency, and enhance scalability
Contribute to the evolution of our implementation frameworks, templates, and best practices
Mentor team members and share lessons learned across the organization
You should have:
2-3 years of project management experience, preferably in FinTech, data analytics, or enterprise software implementation
PMP, CSM, or similar project management certification preferred
Financial Services/Credit Union/Community Bank experience is considered an asset
Proven track record of successfully managing multiple complex projects simultaneously
Strong understanding of data warehousing concepts, ETL processes, and reporting/BI tools
Experience working with multi-source data integration and enterprise data architectures
Demonstrated ability to translate technical concepts for non-technical audiences
Excellent stakeholder management skills across all organizational levels
Excellent written and verbal communication skills to facilitate clear and professional interactions.
Strong attention to detail and a proactive, problem-solving mindset
An eagerness to learn from both experienced team members and newer colleagues, contributing to a culture of continuous knowledge sharing.
A commitment to professional development and enthusiasm for growing within the role through ongoing learning opportunities and expanding your skillset.
Ability to work effectively in a collaborative and results-driven environment.
Technical Knowledge
Familiarity with data warehousing platforms (Oracle)
Understanding of SQL, data modeling, and database concepts
Knowledge of BI/reporting tools (Oracle Analytics Server, or similar) is a plus
Exposure to API integrations and data connectivity solutions
Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
Experience with HubSpot is an asset
Core Competencies
Client-Centric Mindset: Genuine passion for client success and creating delightful experiences
Strategic Thinking: Ability to see the big picture while managing intricate details
Problem-Solving: Creative approach to navigating ambiguity and overcoming obstacles
Communication Excellence: Clear, concise, and adaptable communication style for diverse audiences
Organized & Proactive: Self-starter who anticipates needs and stays ahead of potential issues
Collaborative Spirit: Thrives in cross-functional teams and builds strong working relationships
Adaptability: Comfortable with change and able to pivot quickly in a fast-paced environment
