breezy
Manager of Professional Services & Implementations
Four Eyes Financial
Moncton, CAN
Full-time
Senior · 5+ years experience
Onsite
Discovered 3 weeks ago
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Manager, Professional Services & Implementations
The Manager Professional Services & Implementations owns the critical post-sales lifecycle from contract signature through successful client onboarding and initialization. Reporting to the Chief Revenue Officer, this role builds, formalizes, and leads the Project Management Office (PMO) to ensure that Four Eyes’ wealth management compliance and data automation solutions are deployed on time, within scope, and with a world-class client experience. Serving as the operational bridge between Sales, Product Services, and enterprise clients, the Manager directly impacts Time to Value (TTV) metrics and long-term client retention.
Key Responsibilities
PMO Leadership & Methodology Design: Architect, document, and continuously optimize a scalable framework for client implementations, and projects. Establish project management methodologies, health-tracking dashboards, and risk-mitigation protocols for all active client implementations. Manage project allocations to ensure team capacity is balanced across concurrent client rollouts.
Client Onboarding & Delivery Execution: Own the formal transition from Sales into Delivery, ensuring all technical requirements and scope parameters are clearly mapped. Serve as the executive project lead on high-complexity client deployments, managing stakeholder relationships within enterprise wealth management institutions.
Scope & Margin Management: Ensure projects are delivered within agreed scopes. Identify, track, and manage scope creep, converting custom requests into formalized change orders or product feedback loops.
Cross-Functional Collaboration: Partner closely with Sales, Client Success, and Engineering & Delivery during late-stage sales cycles to ensure delivery timelines are realistically framed in client agreements.
The Stabilization Handshake: Own accountability through the initial Stabilization Phase. Manage a strict Definition of Done process to seamlessly transition live, stable clients to the Client Support & Revenue Operations team for ongoing BAU support.
Performance & Reporting: Track and report on key delivery KPIs including Time to Value (TTV), milestone adherence, and client CSAT at go-live. Use data to continuously improve delivery methodology and reduce the stabilization window.
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