Csm manager, financial services Job at AlphaSense (London)

Senior Enterprise Account Executive, Digital Experience - Financial Services

Our suite of products is market leading in the customer experience space, and we...

Location

United Kingdom , London

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Validated Enterprise Software sales experience
Have sold into global enterprise customers, and able to demonstrate strong POV and value realisation, securing multi-million, multi-year deals
Track record of achieving/exceeding sales quota and market share goals
Show success in selling to executives, VP and/or 'C' level – preferably CMO/Digital Leaders
Excellent networking ability
Skilled Solution seller with proven ability to build win-win proposals
Outstanding communication, presentation and negotiation skills (verbal and written)
Excellent organizational and time management skills
Able to maintain a high level of efficiency and work effectively in a fast-paced, collaborative and team-oriented environment
Ambitious and focused

Job Responsibility

Manage the relationship closely, help drive value from existing investments and position and grow investment in new Adobe technology
Align closely with supporting teams across CSM’s, solution consultants, enterprise architects, digital strategy, marketing, inside sales, and many more
Lead the engagement with your clients, support a clear value framework, manage communications across c-level executives, and facilitate communications and relationships across their business and ours
Generation of net new revenue through driving and developing sales strategies
Demonstrate ability to work closely with Partners, Consulting and SC’s
Share and build customer references and value metrics per vertical and segment
Drive marketing activities and PR activities in collaboration with Marketing
Demonstrate solution selling capabilities

Program Manager, Investor Services

Alter Domus is seeking an exceptional Investor Services Program Manager to lead ...

Location

United Kingdom , London

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

10+ years in program, with at least 5 years leading large-scale Investor Services programs in financial services
Proven track record delivering complex, multi-workstream programs involving technology implementation, process Investor Services, and organizational change
Deep experience with Fenergo platform implementation, configuration, and integration
Extensive knowledge of CDD/KYC processes, regulatory requirements, and compliance frameworks
Demonstrated success leading enterprise integration initiatives connecting multiple systems and platforms
Experience managing client/investor onboarding journeys in asset management, private equity, fund administration, or banking environments
Strong understanding of integration technologies, APIs, orchestration layers, and middleware solutions
Familiarity with client portals, workflow management tools, and document management systems
Knowledge of data governance, data quality, and master data management principles
Understanding of cloud architectures and modern application development practices

Job Responsibility

Lead and own the end-to-end Investor Services program for client and investor onboarding, ensuring alignment with Alter Domus' strategic objectives
Define and articulate the program vision, roadmap, and success criteria in collaboration with C-suite and senior stakeholders
Drive the creation of a seamless, automated onboarding journey that delivers exceptional client experience while ensuring regulatory compliance
Establish and maintain program governance structures, including steering committees, RAID logs, and decision-making frameworks
Design and oversee the implementation of enterprise-grade integrations between Fenergo and the broader Alter Domus technology ecosystem
Maximize automation opportunities across the onboarding journey, eliminating manual touchpoints and reducing operational risk
Define integration architecture in collaboration with Enterprise Architecture and IT teams, ensuring scalability, resilience, and security
Ensure seamless connectivity with client/investor portals, orchestration layers, workflow engines, and document management systems
Align with relevant technology, product, and service delivery workstreams
Coordinate project managers, product owners, third-party vendors, and internal development teams

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Manager, Project Management Office (PMO) – Professional Services

The Manager of the Project Management Office (PMO) in Professional Services lead...

Location

Canada; United States , Montreal; Toronto; Raleigh

Salary:

Not provided

MaintainX

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Engineering or a related field (Master’s preferred)
7+ years of project/program management experience in a professional services or consulting environment
3+ years in a PMO leadership or people management role
PMP, PRINCE2, or similar project management certification required
Agile certifications (e.g., CSM, SAFe) a plus
Experience with professional services automation (PSA) tools such as Mavenlink, FinancialForce, or NetSuite OpenAir is highly desirable
Proven ability to manage multiple client-facing projects with varying complexity and scale
Strong leadership and team development capabilities
Deep understanding of client services delivery, including financial management, resource planning, and contract compliance
Excellent interpersonal and communication skills, with a client-centric mindset

Job Responsibility

Lead and manage a team of project managers and Professional Services solutions consultants delivering professional services to MaintainX’s enterprise clients
Continuously improves PMO processes, methodologies, templates, and tools to support consistent project execution
Ensure successful delivery of client projects with a focus on timelines, quality, scope, and customer satisfaction
Partner with Sales, Solutions, and Delivery teams to support project scoping, resourcing, and planning during the pre-sales cycle
Monitor project portfolio performance and drive reporting on utilization, profitability, risks, and delivery metrics
Foster strong client relationships and act as an escalation point for complex or at-risk projects
Ensure accurate forecasting, resource planning, and alignment with financial targets and KPIs
Promote knowledge sharing, continuous improvement, and the use of best practices across all engagements
Provide coaching and career development for PMO staff and support onboarding and training for new project managers
Ensure compliance with contractual obligations, SLAs, and internal governance standards

What we offer

Competitive salary and meaningful equity opportunities
Healthcare, dental, and vision coverage
401(k) / RRSP enrolment program
Take what you need PTO
A Work Culture where: You’ll work alongside folks across the globe that reflect the MaintainX values, Smart Humble Optimist
We believe in meritocracy, where ideas and effort are publicly celebrated

New

IT Project Manager

As IT Project Manager, you’ll serve as the operational backbone of our 6-8 perso...

Location

United States , Kirkland

Salary:

90000.00 - 110000.00 USD / Year

Rain City Capital

Expiration Date

Until further notice

Requirements

5+ years in IT project or program management
Strong organizational, prioritization, and execution skills
Excellent communication skills - able to translate technical work into business-friendly updates
Financial services or lending industry experience preferred
Mortgage insurance industry experience a plus
Familiarity with the Microsoft ecosystem (M365, Power Platform, SharePoint, Teams)
Experience with Microsoft Dynamics 365 CRM a plus
Experience in or trajectory toward operational/IT leadership
PMP, PgMP, or Agile certification (CSM, SAFe, etc.) a plus
Must be able to read, write, speak and understand English with exceptional fluency

Job Responsibility

Maintain a centralized IT project inventory
ensure all active and planned work is cataloged, prioritized, and visible to leadership
Lead delivery cadences (standups, reviews, retrospectives)
track milestones, risks, and dependencies to ensure on-time delivery
Monitor team capacity, flag bottlenecks early, and coordinate resources to keep work flowing
Act as a bridge between IT and business units
translate business needs into actionable IT priorities
Support IT governance including change management, project intake, status reporting, and operational KPIs
Provide input on IT budgets, vendor relationships, and renewal cycles
Identify and implement process improvements that increase the efficiency and scalability of the IT function

Fulltime

Devops With Release & Environment Management

The DevOps with Release & Environment Management is a senior level position resp...

Location

Canada , Mississauga

Salary:

120800.00 - 170800.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in IT, with at least 3 years in a dedicated Release Management or UAT facilitation role within a software development organization
Solid understanding of the Software Development Lifecycle (SDLC) and methodologies such as Agile (Scrum, Kanban) and Waterfall
Demonstrated ability to manage complex, multi-project releases involving multiple teams and dependencies
Exceptional project management and organizational skills, with a keen eye for detail
Excellent interpersonal and communication skills (both written and verbal), with the ability to effectively communicate with technical and non-technical audiences
Strong analytical and problem-solving skills, with the ability to perform well in a fast-paced, high-pressure environment
Experience in the financial services sector or another regulated industry is highly desirable
Bachelor’s degree/University degree or equivalent experience
Professional certifications such as ITIL, PMP (Project Management Professional), or Certified ScrumMaster (CSM) are a plus

Job Responsibility

Plan, schedule, and manage the end-to-end release process for all software applications from development through to production
Coordinate with cross-functional teams, including Development, Quality Assurance, Operations, and Product Management, to ensure smooth and timely releases
Define, maintain, and enforce the release management process, including creating and managing the release calendar and checklist
Identify, mitigate, and resolve risks and issues related to the software release lifecycle
Conduct release readiness reviews, milestone check-ins, and Go/No-Go meetings
Own and manage all pre-release and post-release communications to ensure all stakeholders are informed
Maintain a release repository and manage key information such as build and release procedures, dependencies, and notification lists
Oversee the management and maintenance of all non-production environments (e.g., QA, UAT, Performance)
Ensure high availability and stability of all test and development environments, acting as the primary point of contact for any environment-related issues
Plan, schedule, and coordinate environment refreshes, data loads, and configuration updates to support QA and UAT testing cycles

Fulltime

Account Executive - PhorestPay

We’re looking for someone passionate about driving Phorest’s growth in payments ...

Location

United Kingdom; Ireland

Salary:

Not provided

Phorest

Expiration Date

Until further notice

Requirements

2+ years’ experience in Sales or Commercial Account Management within fintech, payments, SaaS, financial services or a technology-led commercial environment, with exposure to solution or consultative selling.
Strong commercial and numerical acumen, with the ability to understand revenue models, pricing structures, and the financial impact of payments products.
Experience owning pipeline, forecasting revenue, and achieving ARR targets within a structured sales environment.
Comfortable positioning payments or financial solutions and identifying opportunities to grow revenue within an existing customer base.
A credible relationship builder who can influence salon, spa or clinic owners through insight, trust, and value-led conversations.
Highly organised and proactive, comfortable collaborating cross-functionally in a fast-moving environment.
Proficient in G Suite tools (Docs, Sheets, Slides) and CRM systems to manage pipeline, reporting, and customer insights.
Motivated by targets, growth, and commercial impact, with an interest in the hair, beauty, and medi-spa industry and helping businesses succeed.
Relevant industry experience would be a plus.

Job Responsibility

Proactively identify opportunities to increase adoption of the PhorestPay solution across our salon and medi-spa customer base, guiding businesses from initial interest through to successful setup and ongoing usage.
Act as a trusted advisor to salon and clinic owners, understanding their business needs and positioning PhorestPay as a payments solution that drives operational efficiency and revenue growth.
Build strong relationships with customers to uncover blockers, feedback, and opportunities, ensuring insights are captured and shared to inform future payments development.
Collaborate closely with internal stakeholders across CSM, Pricing, Marketing, Finance, and Payments Operations to maximise adoption opportunities and ensure a seamless customer experience.
Partner with the Customer Success (CSM) team to identify growth opportunities within existing accounts and drive increased value through Phorest’s payments ecosystem.
Develop strong knowledge of Phorest’s payments partners and apply a customer-first mindset to all commercial conversations.
Own forecasting and pipeline management, consistently working towards and achieving ARR growth targets through increased PhorestPay adoption.

What we offer

Private healthcare
2 Wellness Days
Employee assistance program
Free online GP service
Competitive Compensation
Employee Share Purchase Scheme
Pension
Life Assurance
Bike to work scheme
Tax saver transport tickets

Sr. Project Manager - Health Insurance

The hiring manager is seeking new candidates ONLY for this highly visible role. ...

Location

United States , Quincy

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

5+ years of proven success managing complex, cross-functional IT projects concurrently using project management methodologies
5+ years of experience managing large scale applications with multiple interfaces across various environments
Experience with State Gov and State Insurance Exchanges is a plus (i.e.: The MA HIX/IES system is an eligibility and enrolment application operating as a modular integrated platform)
PMP Certification required (attach valid cert in submittal)
CSM – Certified Scrum Master (attach valid cert in submittal)
Versatile hands-on team player who enjoys being an individual contributor, not a delegator
Has worked in a young PMO, on a small team with big expectations to drive projects forward
Highly effective working remotely
Resides in New England and within driving distance to Quincy, MA
Project Duration: Seeking multi-year, long-term contract commitment (2+ years preferred)

Job Responsibility

Create and execute comprehensive project plans with team members and key stakeholders
Lead efforts to define project requirements with key project stakeholders
Effectively manage and monitor the project development process, overseeing scope and change control processes
Prepare and publish project documentation, in accordance with agency standards and due dates
Ensure tasks, timelines and resources align with established milestones and due dates while adhering to EOHHS standards and policies
Follow a comprehensive defect tracking process to ensure thorough testing efforts locally and by various teams. Submit detailed documentation of the process to the Director of Enterprise Project Management
Report project status, risks and mitigation strategies to key stakeholders and senior management weekly
Identify key risks and their impact on the project
Ensure effective communication between non-technical and technical teams
Monitor results against established timelines, deliverables, tasks, dependencies and associated technical specifications

Project Manage PMO

Location

India , Bangalore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Methods and techniques involved in project management initiatives
MS PowerPoint
Visual tools
Critical path methodology
Design controls and risk management standards
DevOps
with critical chain methodology
Infrastructure as Code
Infrastructure as a Service
Financial services industry

Job Responsibility

Plans and directs the SR schedule and may monitor budgeting/spending
Document, and manage project scope
Establish project goals, requirements, and desired results
Development of high-level project plans and budgets
Establishment of milestones and deliverables for assigned projects
Management and execution of project plans
Direction and facilitation of all project meetings, including status meetings
Preparation and maintenance of actions/issues log to be reviewed during regular project meetings
Assisting in improving PMO policies and procedures
Manage small/medium sized projects through a complete project lifecycle with minimum supervision

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Csm manager, financial services

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