Head of Project Management (Remote)

Project Manager II (Contract)
Client is seeking a Project Manager II to support Professional Services implementations for large accounting firms and mid-market customers. This role is responsible for managing complex customer projects, including firm consolidations, platform migrations, and client onboarding initiatives. The Project Manager will serve as the primary point of contact for customers, coordinating cross-functional teams, driving project execution, managing stakeholder communications, and ensuring successful project delivery from initiation through completion.
Lead end-to-end implementation projects for accounting firms and mid-market customers.

• Manage firm consolidation and organizational restructuring projects.
• Oversee platform migration projects, including desktop and third-party software conversions to QuickBooks Online (QBO) or Client Enterprise Suite (IES).
• Serve as the primary customer-facing project manager throughout the project lifecycle.
• Translate customer business requirements into actionable project plans.
• Coordinate with implementation, product, sales, and internal cross-functional teams.
• Facilitate project meetings, establish project cadence, and manage stakeholder communications.
• Track project milestones, risks, issues, dependencies, and deliverables.
• Analyze project data and communicate insights to stakeholders.
• Drive projects proactively to successful completion while ensuring high customer satisfaction.
• Support customer escalations and provide effective issue resolution.

Proven experience managing multiple concurrent projects.

• Strong project management experience within software implementation, SaaS, or technology environments.
• Experience working with accounting firms, financial services, or accounting software implementations.
• Strong customer relationship management and stakeholder communication skills.
• Ability to work independently in a fully remote environment.
• Experience leading customer-facing implementation projects from initiation through completion.

Experience with QuickBooks Online (QBO).

• Accounting background or experience supporting accounting firms.
• Experience managing QuickBooks migration or conversion projects.
• Experience with accounting software platforms such as Sage, NetSuite, Thomson Reuters, or similar solutions.
• Experience with tax or financial software products.
• Familiarity with software implementation methodologies.

Project management methodologies.

• Smartsheet.
• Salesforce.
• Microsoft Excel (advanced formulas, PivotTables, data analysis).
• Data interpretation and reporting.
• Project planning and scheduling.
• Risk and issue management.

Strong customer relationship management.

• Ability to translate customer requirements into business solutions.
• Strong organizational and time management skills.
• Ability to manage multiple priorities simultaneously.

Typical Projects

• Desktop to QuickBooks Online migrations.
• Third-party accounting platform migrations.
• Client Enterprise Suite onboarding projects.
• Mid-market customer implementation projects.

Fully remote position.

• Flexible work schedule aligned with customer and project needs.
• Extensive collaboration with internal implementation teams and external customers.
• Multiple concurrent customer meetings and project workstreams.

15-minute hiring manager screening interview.

One-hour virtual panel interview via Zoom.

• Project presentation covering an end-to-end project managed by the candidate, including planning, execution, challenges, risk mitigation, outcomes, and lessons learned.
• Behavioral and situational interview questions focused on project management, customer engagement, communication, and problem-solving.

Contract extensions beyond the initial assignment may be available based on business needs and individual performance, with opportunities to continue for up to 12-18 months.