SMB Services Project Manager

About the Role

Key Responsibilities

• Support the successful delivery of integration projects, including data migrations, software implementations, and office integrations
• Translate business needs from customers and acquisition offices into actionable project objectives and deliverables
• Help identify key factors that may influence project timelines, resources, costs, quality, and risk
• Assist in gathering and organizing the resources needed to move projects forward
• Contribute to planning efforts around quality assurance, change management, and communications
• Apply and refine integration playbooks to promote consistency and repeatable outcomes
• Collaborate on building and executing project plans, tracking progress across scope, schedule, quality, costs, resources, and risks
• Work closely with cross-functional teams during acquisition transitions and integration activities
• Participate in post-integration reviews to capture insights and support ongoing improvements
• Carry out data migration tasks while helping to manage integration-related challenges and risks
• Coordinate resource usage across multiple integration efforts to ensure efficiency
• Document project outcomes for stakeholder visibility and future reference
• Facilitate smooth handoffs to operational teams and partners by organizing transition meetings, updating documentation, and communicating next steps
• Maintain alignment across teams during transitions to ensure clarity on responsibilities and project status
• Take on additional tasks as needed to support integration success

Requirements

• Demonstrated ability to support complex projects with multiple stakeholders and interdependencies
• Familiarity with integration and migration best practices
• Solid organizational, communication, and collaboration skills
• Experience contributing to project plans, tracking progress, and reporting outcomes
• Ability to help identify and mitigate risks throughout the project lifecycle
• Experience working with cross-functional teams and supporting vendor relationships
• Proficiency with project management tools and methodologies
• Attention to detail and a continuous improvement mindset
• Ability to manage multiple projects and deadlines effectively
• Minimum 3 years of experience in project management, preferably in integration, data migration, software implementation, or office acquisition environments
• Bachelor's degree in business, project management, or a related field preferred; equivalent experience considered

Nice to Have

• Experience in software implementation, data migration, or office acquisition environments

Qualifications

• Bachelor's degree in business, project management, or a related field (preferred)
• Equivalent experience considered

Benefits & Perks

• Competitive compensation
• Participation in incentive compensation or short-term incentive plans
• Medical and prescription drug coverage
• Retirement Savings Plan (401(k))
• Employee Assistance Program
• Virtual fitness center programs
• Associate discount program
• Automatic enrollment in Business Travel Accident Insurance
• H&R Block Tax Prep benefit