- The Project Manager, Enterprise Onboarding, is a client and advisor-facing
- role that works closely with and directly supporting all lines of business –
- including Insurance, Administration and Health – in the onboarding and
- implementation of new business. This is an important role that develops and
- executes project plans designed to onboard new clients / plan sponsors and
- partners of varying sizes and complexity. This role plays a critical role in
- ensuring that new clients/advisors are onboarded in accordance with our service
- delivery model and quality standards, while delivering a positive and impactful
- customer experience. The Project Manager also leads business or strategic
- projects as required and supports with procurement activities, by providing
- support on RFPs and proposals as well as participating in finalist
- presentations. This position reports to the PMO Manager, Enterprise Onboarding.
- Works with various internal teams to configure/adapt solutions for non-standard implementations
- Develops and executes implementation project plans to meet the specific requirements of each sale and does so in partnership with internal and external stakeholders.
- Manages overall project governance including stakeholder communication, meeting cadence, meeting facilitation, project documentation, status reporting and risk mitigation.
- Coordinates internal and external resource requirements and monitors deliverables.
- Adjust plans and communication accordingly to achieve desired outcomes.
- Ensures implementation project documents are complete, current and managed in accordance with established procedures.
- Manages multiple projects simultaneously and acts as back up to other Project Managers
- Coach business resources and other project managers on the processes, tools and responsibilities required to deliver successful client projects.
- Delivers projects on time and monitors client feedback
- Develops test/quality plans to ensure client expectations and scope of work is delivered
- Builds and fosters cooperative and productive relationships with team members, internal/external stakeholders, and customer contacts while representing the interests of GreenShield.
- Works proactively to limit and or diffuse escalations, escalates issues accordingly to mitigate risk and client disruption
- Interacts with the Management Team to ensure results are achieved.
- Participates in special projects such as responding to RFPs for new business opportunities and other sales related initiatives (e.g., business case creation).
- Participates in finalist presentations to secure new business when required, acting as GS ambassador and provides confidence to new customers on implementation approach.
- Guides stakeholders and manages expectations with respect to Standard Service Delivery Guidelines.
- Participates in continuous improvement by reviewing client feedback, outcomes and best practices to evolve processes and services.
- Other duties as assigned.
Job description provided by GreenShield.
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