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Client Project Manager (Aliso Viejo, CA) Ad id: 1906133976250633 |  Views: 79

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POSITION SPECIFICATIONSPosition Title: Client Project ManagerReporting To: President The Company: Global Wave GroupLocation: Aliso Viejo, CACOMPANY SUMMARYGlobal Wave Group is a technology solutions provider to the financial services industry. Our value proposition is to enable bankers to become more efficient in processing loans, thereby allowing them to spend more time speaking with their customers and generating new business to help grow the bank's portfolio. Our business model is focused on helping banks streamline credit operations, manage credit risk and become more efficient by use of our technology products. Our flagship product, Credit Track is a web-based CRM, loan origination, workflow, approval, monitoring and reporting software suite that helps bankers manage their loan portfolio and mitigate commercial lending risks. POSITION DESCRIPTIONThe Client Project Manager will be responsible for managing projects, cross-selling to existing clients new products/features, managing software implementations, and maintaining existing client relationships. The candidate must have prior software and project management experience cross-selling software products and services within the financial services industry. • Develop relationships with banks, credit unions and finance companies• Manage existing business relationships• Develop and execute project plan• Work with internal and external project teams to manage implementation projects REQUIREMENTS / QUALIFICATIONS• Strong written communication skills and ability to produce internal and external documents, presentations, and project materials.• Capable of working closely and at ease with all levels of staff and management in the field and at the corporate office.• Must have a minimum of 7 years experience at a technology company managing software projects and services to banks, credit unions and finance companies. • Ability to work independently and within a team.• Cultivating new relationships and managing existing relationships/clients.• Excellent interpersonal skills both in-person and via telephone. • Manage detailed information, organize work and meet deadlines. • Quickly analyze situations, identify and troubleshoot problems, recommend solutions and use good judgment in making decisions. • Highly motivated, self-directed, and results driven.• Well organized and able to communicate effectively.EDUCATION• A 4-year degree is strongly preferred although not required. Preference towards Business, Computer Science or related major. Prefer direct banking experience.CONTACTGlobal Wave Group Location: Aliso Viejo, CA Compensation: Based on experiencePrincipals only. Recruiters, please don't contact this job poster.Please do not contact job poster about other services, products or commercial interests.
 


 
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