Job Description

● Act as key project POC and lead with client during a typical implementation project
● Identify and secure the people resources needed on an ongoing basis
● Lead the delivery team and advise the customer of the best course throughout
● Manage and control the scope, timescales and resources
● Manage the activities, dependencies and deliverable's throughout
● Report on a project including budgetary control
● Handle risks and issues and mitigation action plans
● Identify and deal with a project or deliverable that goes off course
● Documenting requirements, potential solutions, and other project delivery documents
● Working internally with the Development/technical teams
● Undertake companies Salesforce configurations for investigating solutions and for
client demo purposes
● Undertake demos, training to support project roll-outs, post roll-out special care
support

The Successful Applicant

My client is seeking a skilled and professional PM / BA with experience of delivering system implementations within the Investment Banking sector or experience of delivering Salesforce based system implementations.

The duties between PM/BA will be 70/30 in favour of PM but will be subject to change as per the customers needs.

Required Knowledge, Skills, and Abilities

Minimum two years experience of working with IBs as a PM / BA (within a bank or vendor) Strong communication skills - project and business analysis workshop skills with the ability to produce high-quality documentation Proven track record in delivering real projects which you have run Leadership and presentation skills Ability of managing project schedules and workload within a collaborative team framework A hands-on approach to delivery Technical configuration experience, ideally within a CRM system Salesforce Administration and configuration experience Familiarity with sell-side Sales, Research and Investor Relations processes