Technical SaaS Project Manager

Summary

Practifi builds Salesforce-native software for financial advisors and operates as a remote-first SaaS company serving regulated industries. The Technical SaaS Project Manager will own client implementation projects end to end, coordinating project plans, technical tasks, scope, timelines, client communication, UAT, go-live, and post-launch support.

Responsibilities

• Build the project plan with the client based on the signed SOW, then run the kickoff that sets the tone for the whole engagement
• Own the project through every stage of the implementation lifecycle, from requirements gathering through UAT, go-live, and the two-week post-go-live support window
• Create and manage every JIRA task tied to technical work, with the right assignment, sprint, story points, and due date, and keep Asana milestone plans current
• Protect scope. When something falls outside the SOW, you flag it for intake or deferral instead of letting it quietly become unbilled work

Skills

• 3–5 years of project management experience, ideally in fintech, insurance, banking, or another regulated industry where compliance and process discipline matter
• Hands-on experience running projects in JIRA and Asana, including task creation, sprint assignment, and status tracking
• Strong written and verbal communication skills. You'll be the primary voice clients hear between kickoff and go-live
• Comfort holding clients and internal teams accountable to a plan, diplomatically but firmly
• PMP or Certified Scrum Master (or actively working toward one)
• Prior experience implementing SaaS or CRM software (Salesforce experience is a strong plus, not a requirement)
• Experience working with data engineers or technical teams on system implementations

Qualifications

Must Haves

• 3–5 years of project management experience, ideally in fintech, insurance, banking, or another regulated industry where compliance and process discipline matter
• Hands-on experience running projects in JIRA and Asana, including task creation, sprint assignment, and status tracking
• Strong written and verbal communication skills. You'll be the primary voice clients hear between kickoff and go-live
• Comfort holding clients and internal teams accountable to a plan, diplomatically but firmly

Nice to Haves

• PMP or Certified Scrum Master (or actively working toward one)
• Prior experience implementing SaaS or CRM software (Salesforce experience is a strong plus, not a requirement)
• Experience working with data engineers or technical teams on system implementations

Benefits

• 20 days Paid Leave, 10 sick days, and 3 personal days, all available from day one.
• 3 paid volunteering days per year.
• Annual Learnbucks education stipend.
• A Practibuddy mentor from your first week.
• Bi-annual in-person summits in Chicago to connect with the team you talk to on Slack every day.
• Genuinely remote-first, not remote-in-name-only.
• Learnbucks toward your PMP or CSM, and a clear path to more scope as you grow into the role.