Practifi

Compensation

Full Description

The Opportunity (What This Role Really Means) Our Implementation / Delivery team is growing, and we need a player/coach who can keep the big picture in focus while still getting hands-on with key client work. This role sits at the intersection of Client Success, Product, and Engineering—you’ll oversee resource allocation and delivery health across all active projects, while also personally leading select SaaS implementations for financial advisory clients. You’ll mentor and develop a team of project managers, continuously improve our PMO processes and playbooks, and serve as the go-to when projects need senior attention. You don’t need to be the most technical person in the room—you need the judgment to manage delivery across a portfolio, the instinct to spot problems early, and the people skills to develop your team and keep clients confident. This isn’t a role that exists in a silo. You’ll collaborate across teams, contribute to discussions that shape how we work, and see your impact on real client outcomes every day. Your Day-to-Day (The Honest Version) Portfolio & Delivery Management: • Oversee the full portfolio of active implementation projects, managing resource allocation, capacity planning, and delivery health across the team • Lead select SaaS implementation projects hands-on for financial advisory clients, from discovery through go-live and hypercare • Own cross-project coordination: identify dependencies, resolve resource conflicts, and ensure consistent delivery standards across all engagements • Serve as the escalation point for client and project issues across the portfolio—stepping in when projects need senior attention • Track team KPIs including on-time delivery, utilization, and client satisfaction scores PMO Standards & Process Improvement: • Continuously improve PMO standards, templates, and delivery playbooks that define how the team operates • Regularly assess and refine implementation processes and workflows to improve delivery efficiency and client outcomes • Solicit feedback from internal stakeholders and clients to identify areas for improvement and implement actionable solutions Team Leadership & Development: • Lead, mentor, and develop a team of project managers—conducting regular 1:1s, quarterly performance reviews, and career development conversations • Partner with leadership on capacity planning and hiring decisions to support team growth • Identify opportunities for professional development and career advancement for team members Cross-Functional Collaboration: • Collaborate with Client Success, Product, and Engineering to align delivery efforts with broader company objectives • Work with cross-functional teams to strategically address and improve roadblocks within the client implementation process • Foster a collaborative environment where teams work together to deliver value to clients The Reality Check: • You’ll navigate a learning curve—with a dedicated Practibuddy by your side • Our documentation is robust, but evolving; your feedback on improving it is valued • Curiosity is celebrated—questions are encouraged • We solve challenges as a team, not in silos The Growth Part: • Annual Learnbucks stipend for continued education (PMP renewals, leadership training, conferences—your choice) • Transparent, real promotion pathways—grow within the delivery organization as we scale • Direct exposure to leadership and multiple departments • Space to experiment, iterate on processes, and make a real impact on how we deliver What We’re Really Looking For The Must-Haves: • 5+ years in project management or program management roles, with at least 3 years in SaaS, software implementation, or technology delivery environments • Experience managing resources across multiple concurrent projects—capacity planning, allocation, and cross-project coordination • Experience managing client relationships through complex, multi-phase SaaS implementations; comfort at the executive-stakeholder level • Ability to independently manage workload and prioritize deliverables across a portfolio of engagements • Experience contributing to or improving PMO practices, delivery frameworks, or implementation playbooks • Sufficient technical fluency to ask the right questions and understand dependencies—not to configure the platform yourself • Leadership experience—formal or informal—mentoring or developing project managers or delivery team members • Bachelor’s degree preferred; equivalent professional experience will be considered The Nice-to-Haves: • SaaS, fintech, or financial services industry experience • PMP, PgMP, CSM / Scrum certification, or equivalent (practical experience prioritized over certifications) • Understanding of the financial advisory ecosystem • Experience with portfolio-level reporting tools (e.g., Jira dashboards, resource management platforms) The More Important Stuff: • Someone who’s comfortable being themselves (pets bombing Zoom calls welcome) • Curiosity about how things work and how they could work better • Appreciation for transparency (we share everything—pay, challenges, wins) • Collaborative spirit (our Slack channels cover everything from work projects to reality TV) What Taking This Leap Gets You The Practical Stuff: • Competitive salary: $115,000 - $130,000 (yes, we’re transparent about pay) • Performance bonus eligible • 20 days paid vacation, 10 days paid sick, 3 paid personal days, 3 paid volunteering days (all annual from day one) • Comprehensive benefits package • Annual Learnbucks for continued education The Cultural Stuff (The Real Reasons People Stay): • Your Practibuddy: Someone dedicated to helping you succeed from day one • Real Work-Life Integration: Not just a buzzword—we actually mean it with flexibility • Bi-annual Summits: Chicago gatherings for connection, collaboration, and yes, celebration (trust falls optional) • Genuine Connections: What you see on video calls is what you get in person • Internal Celebrations: We celebrate big and small wins in Slack and IRL Living Our Values Daily • Growth: Learnbucks, promotions from within, encouraged skill development • Collaboration: Cross-functional projects, open communication, mutual support • Transparency: Open pay scales, honest feedback, regular pulse surveys • Curiosity: Permission to experiment, questions welcomed, continuous improvement • Integrity: Real client feedback drives decisions, authentic relationships matter Ready to Join Our Community? This role reports into the Implementation / Delivery function and you’ll be working closely with Client Success, Product, and Engineering. We’re fully remote with those amazing bi-annual in-person summits in Chicago. One Last Thing: We’re not just hiring a Project Management Team Lead—we’re adding someone to our community. Someone whose perspective will make us better, whose questions will spark improvements, and whose authentic self will fit right in with our perfectly imperfect team. Sound like your kind of place? Let’s talk. Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. We value transparency in our hiring process. Please note that portions of our recruitment process may involve the use of AI-assisted tools to help review applications and match candidates to job requirements. All final hiring decisions are made by our human recruitment team, ensuring fair and thoughtful consideration for every applicant.