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Project Manager

Role overview

Qualifications

  • Bachelor’s degree required; PMP, CAPM, or equivalent certification preferred
  • 3–6 years of project management experience, ideally in software implementation or professional services
  • Demonstrated experience managing client-facing enterprise software deployments
  • Background working within banking, insurance, credit unions, or financial services strongly preferred

Responsibilities

  • Own the full project lifecycle for assigned software implementation engagements
  • Develop and maintain detailed project plans, timelines, resource schedules, and status reports
  • Serve as the primary client point of contact, managing expectations and driving alignment
  • Identify, document, and manage project risks, issues, and dependencies proactively

About the company

Flexi Software logo

Flexi Software

Computer Software / SaaS

Trusted by enterprises for 30+ years, Flexi is among the most experienced accounting software providers in both the cloud and on-premise markets. Organizations of all sizes, particularly those with complex accounting requirements such as multi-entity and intercompany accounting needs, are benefiting from Flexi’s value: rich features, flexible deployment, easily customized, low maintenance and exceptional (and highly rated) personalized support, all at an attractive total cost of ownership. From the beginning, Flexi has taken a holistic approach to building its platform. The resulting net-native applications work together seamlessly in real-time, delivering speed and performance that is far superior to many of today’s enterprise systems that are bolted together with disparate technologies from different companies. Learn more about Flexi’s approach to a faster financial close.

Company details

IndustryComputer Software / SaaS
Company size51 - 200

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Job description

Description

Flexi Software is seeking a driven, client-focused Project Manager to join our Professional Services organization at a pivotal moment in the company’s growth. In this role, you will lead end-to-end software implementation projects for our clients, ensuring on-time delivery, strong stakeholder alignment, and exceptional outcomes. You will serve as the primary point of contact between Flexi and our clients throughout the implementation lifecycle.


This role is ideal for someone who thrives in a fast-paced, client-facing environment, takes pride in getting the details right, communicates proactively, and is looking to grow in a lean and capable Professional Services function. You won’t be one of many — you will have real visibility into the company’s projects and a direct line to leadership. The work you do will matter from day one.


We are especially interested in candidates who bring firsthand experience working inside a bank, insurance carrier, credit union, or financial services firm. That domain knowledge accelerates client relationships and makes you a more effective partner from day one. For the right person, this role also offers a natural path toward a deeper implementation-focused career within our Professional Services team.


This is a fully remote position. Candidates must be comfortable working across time zones and managing distributed teams.


About Flexi

Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and intercompany accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including banking, insurance, financial services, credit unions, healthcare, and business process outsourcing, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support.


In January 2025, Flexi was acquired by Quality Standard, a permanent capital holding company that acquires and grows fintech and fintech software businesses with a long-term ownership mindset. Quality Standard is actively investing in Flexi’s people, product, and operations.


Flexi’s offices are located in Shelton, CT and Atlanta, GA. Quality Standard is headquartered in New York, NY.


Roles and Responsibilities

  • Own the full project lifecycle for assigned software implementation engagements, from kick-off through go-live and hypercare
  • Develop and maintain detailed project plans, timelines, resource schedules, and status reports
  • Serve as the primary client point of contact, managing expectations, resolving escalations, and driving alignment
  • Coordinate cross-functional internal teams including Solutions Engineering, Product, and Support
  • Identify, document, and manage project risks, issues, and dependencies proactively
  • Facilitate client workshops, requirements sessions, and steering committee meetings
  • Track and report project health metrics; escalate to leadership when projects are at risk
  • Manage project scope and change control processes to protect delivery timelines and budgets
  • Contribute to the continuous improvement of PS delivery methodology and playbooks
Requirements
  • Bachelor’s degree required; PMP, CAPM, or equivalent certification preferred
  • 3–6 years of project management experience, ideally in software implementation or professional services
  • Demonstrated experience managing client-facing enterprise software deployments
  • Background working within banking, insurance, credit unions, or financial services strongly preferred
  • Proficiency with project management tools (e.g., Asana, Smartsheet, Microsoft Project, Jira)
  • Strong communication and presentation skills; ability to work with both technical and executive audiences
  • Experience with accounting, ERP, or financial software is a strong plus
  • Comfortable working in a remote-first, distributed team environment

Location: Remote U.S.- Candidates in ET/CT time zones are preferred 


Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan. 

Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive criminal background check. No phone calls, please. Principals Only. Drug-free workplace. M/F/V/H EEO

Salary Description
$85k-100k/ Year

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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