Technical Project Manager

Job DescriptionJob Description

Position: Technical Project Manager
Department: PM and Client Services
Reports to: Director, Project Management

Responsibilities
The Technical Project Manager performs a lead role in the project management function within fiVISION
new and existing clients. This includes the following:
Manages client projects (Project Manager -new and existing client projects)
Engages fiVISION staff as needed to implement client projects
Analyze customer requirements and provide technical support to end-users, assisting with
inquiries, issues, and troubleshooting.
Oversee project planning and execution, coordinate project resources, allocate tasks, and
monitor progress.
Identify and mitigate project risks and issues.
Maintain accurate project documentation, including project plans, technical documentation, and
status reports.
Response to and initial triage of incoming support and information requests from clients
involved in onboarding
Facilitates resolution of support requests if possible, including both training and configuration
support of the product
Assist in the providing technical and business use case support to new client sales
presentations
Engages fiVISION staff as necessary to resolve issues
Update Help Guide as appropriate
Assist with the management of support cases as needed
Internal testing of new releases and projects
Site visits to clients as needed or desired for client success
Maintains product user and administration documentation
Provide product feedback and improvement ideas to Product team
Characteristics & Behaviors:
The following characteristics and behavior patterns will maximize the Technical Project Manager
opportunity for success at fiVISION:
Possess a serving outlook
Be an effective communicator, both in written and verbal forms
Be a positive team member, working with others to resolve problems
Accept responsibility for issues as they arise
Accepts lead role in projects and issues while inspiring a sense of teamwork and camaraderie
in others
Strong to detail
High degree of self-initiative and motivation
High level of adaptability and creativity

Skill & Experience:
The following technical disciplines are utilized in the Technical Project Manager role with an
advanced understanding of each being required. 3+ years of prior experience in a client PM or technical
support role is required.
Oversee project planning and execution, coordinate project resources, allocate tasks, and
monitor progress.
Identify and mitigate project risks and issues.
A working knowledge or understanding of HTML and JavaScript.
Maintain accurate project documentation, including project plans, technical documentation, and
status reports.
Ability to determine and define project scope and objectives
Predict resources needed to reach objectives and manage resources in an effective and
efficient manner
Working knowledge of deploying Financial Services technology
Utilize industry best practices, techniques, and standards throughout entire project execution
Monitor progress and make adjustments as needed
Measure project performance to identify areas for improvement
Zendesk or similar case management tools
Familiarity with multiple browsers, SaaS and office automation tool
Experience with website design, CSS, Vuejs and other configuration tools a plus
Organizational sharing experience

Education & Training:
AS or BS in a technology program is . Directly applicable experience may be
considered in lieu of a formal degree program.