Enterprise Project Coordinator
The ideal candidate will act as the point person for enterprise clients during the business and compliance review cycle and will scope, document and coordinate software configuration items.
The candidate will also work with Engineering and Quality Assurance to configure and test enterprise specific software installations.
Job Description (Itemized list of job responsibilities)
Manage client relationship during the software configuration process
Work with business owners and compliance officers in the review and configuration of financial planning software
Project management, including documentation and issue tracking
Track and document enterprise software configurations
Work with Software Engineering to configure financial planning software for various enterprise installations
Work with Quality Assurance in the auditing and testing of software configurations
Write and maintain partner documentation
Requirements (Education & Experience)
Bachelor’s degree or equivalent experience
3+ years’ project management or equivalent experience
Skills (Software, Soft Skills, KSAs)
Must be customer focused and ability to exercise excellent judgment
Excellent written, oral, and listening communication skills
Working knowledge of financial planning concepts or experience in the Financial Services industry
Strong analytical and diagnostic skills
Top-notch organizational skills and ability to work within processes
Working knowledge of Microsoft Office suite
Working Relationships (List of major working relationships with which the role will have regular contact)Contact (Title/Team)
External Enterprise Partners
Review new software features & configuration of software
Testing of configuration items
Implementations of configuration items and new features
New feature development
New feature releases / maintenance windows, etc.
Meet Some of eMoney's Employees
Together with his team of developers, Dan builds new and improved financial planning tools so that eMoney Advisor’s clients can better manage their books of business.
Back to top