Lead Project Manager

Siepe•Dallas, TX

About The Position

The Lead Project Manager is responsible for leading client-facing projects, including new client onboardings and major initiatives for existing clients, from pre-contract handoff through successful delivery and transition to ongoing support. This role ensures projects are executed efficiently, accurately, and in alignment with client goals and Siepeâs delivery standards. The Project Manager collaborates closely with Sales Engineers, Product, Implementation, Operations, Technology, and Relationship Management teams to translate client requirements into actionable project plans, track deliverables, and maintain strong communication with both internal and external stakeholders. A successful onboarding experience defines the clientâs first impression and sets the foundation for long-term satisfaction and retention. The Project Manager plays a pivotal role in ensuring each new engagement is well coordinated, clearly scoped, and delivered on time, establishing trust and confidence from day one.

Requirements

7+ years of project management experience within B2B financial technology, SaaS, or managed services.
Proven ability to manage multiple complex projects simultaneously with high attention to detail.
Strong organizational, communication, and stakeholder management skills.
Demonstrated ability to translate business requirements into actionable project plans.
Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.

Nice To Haves

Experience working with investment managers or alternative investment technology and service providers (CLOs, private credit, structured finance) is strongly preferred.
Familiarity with tools such as Azure DevOps, Asana, Smartsheet, or Microsoft Project is a plus.
PMP or other project management certification preferred but not required.

Responsibilities

Convert intake documentation provided by the Sales Engineer into a detailed Statement of Work (SOW) and Project Plan.
Define project scope, milestones, deliverables, timelines, and success criteria.
Coordinate project kickoff meetings with clients and internal stakeholders.
Manage client projects from start to finish, ensuring timely delivery of all milestones.
Hold regular client-facing calls to review progress, discuss blockers, and align on next steps.
Provide consistent, clear, and proactive status updates to both internal and external stakeholders.
Track open tasks, dependencies, and decisions across teams to ensure forward momentum.
Partner with Product, Implementation, Operations, Technology, and Relationship Management teams to drive completion of configuration, data integration, and validation activities.
Identify and escalate risks, delays, and scope changes early to maintain transparency and control.
Hold both internal and external stakeholders accountable for deliverables and deadlines.
Document lessons learned and contribute to process standardization for future onboardings.
Identify recurring onboarding challenges and collaborate with leadership to optimize workflows.
Champion client advocacy and operational excellence across all onboarding engagements.

Benefits

Competitive Compensation Packages, including Annual Performance-Based Bonuses
401(k) Retirement Plan with company match to support your long-term financial goals
Employee Referral Program â earn rewards for helping us grow our talented team
Comprehensive Health, Dental, Vision, and Life Insurance
Flexible plans tailored to support individuals and families
Annual investment in your Learning & Development goals
On-the-job exposure to innovative technologies and financial strategies
Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Flexible Time Off (FTO)
Flexibility to recharge and maintain work-life balance
Daily meal delivery allowance when working from the office
Monthly Celebrations and Quarterly Offsite Events
Annual Holiday Party to celebrate milestones and build team connection
A vibrant, inclusive office culture that blends fun with purpose