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Project Manager, Insights & Data Caching

Role overview

Qualifications

  • 4+ years of project management experience, ideally within a SaaS, fintech, or financial services environment
  • Proven track record of delivering complex technical implementations on time and within scope
  • Strong client-facing skills with the ability to manage relationships at both technical and executive levels
  • PMP, PRINCE2, or equivalent project management certification is desirable

Responsibilities

  • Lead end-to-end delivery of Submarine implementation projects, from initial scoping through to go-live and post-implementation review
  • Develop and maintain detailed project plans, timelines, and resource schedules
  • Serve as the primary point of contact for clients throughout the implementation lifecycle
  • Maintain accurate project status reporting using TRG Screen's project management tools

Key facts

Other skills

  • Communication
  • Organizational Skills
  • Teamwork
  • Problem Solving

About the company

TRG Screen logo

TRG Screen

Computer Software / SaaS

TRG Screen is the leading provider of software used to monitor and manage subscription spend & usage across the entire enterprise. TRG Screen is uniquely positioned to offer the full spectrum of enterprise subscription management capabilities across: β–Ί Spend management – Optimize Spend (inbound licensing) β–Ί Usage management – ResearchMonitor (online resources, applications & terminals) & XMon (data feeds) β–Ί Enquiry & workflow – Quest β–Ί Exchange compliance & reporting – AXON β–Ί Revenue management – INFOmatch (outbound licensing) β–Ί Specialist consulting services, managed services & events TRG Screen is differentiated by its ability to comprehensively monitor both spend on & usage of data and information services including market data, research, software licensing, and other corporate expenses to optimize enterprise subscriptions, for a global client base. TRG Screen’s clients realize immediate ROI and significant long-term cost savings, transparency into their purchased subscriptions, workflow improvements and a higher degree of compliance with their vendor contracts. Our global client base consists of more than 750 financial institutions, law firms, professional services firms and other blue-chip enterprises that jointly manage more than $9.6 billion of subscription spend using TRG Screen’s software solutions. TRG was founded in 1998 by a group of financial technology executives passionate about helping firms manage their high value data subscriptions. TRG acquired Priory Solutions in 2016, Screen Group in 2018, Axon Financial Systems in 2019, Market Data Insights in 2020, Jordan & Jordan's Market Data Reporting (MDR) business in 2021 and Xpansion in 2024 and with these acquisitions is now positioned as the global market leader in the financial, legal, and professional services markets. TRG Screen's product portfolio includes subscription spend, usage, enquiry and compliance solutions. Enterprise Subscriptions Optimized! www.trgscreen.com Twitter: @trgscreen

Company details

IndustryComputer Software / SaaS
Company size51 - 200

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Job description

Join TRG Screen: Building World-Class Teams. One Expert at a Time.

Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation?

At TRG Screen, we're not just redefining how organizations manage their subscription expenses – we're shaping the future of the industry. With cutting-edge solutions and a commitment to excellence, we empower businesses around the globe to optimize their subscription investments and drive sustainable growth.

Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen, your talent and ambition will find a home, where opportunities for growth and advancement abound.

About TRG Screen

TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India.

TRG Screen is a portfolio company of Vista Equity Partners, one of the world’s largest and most respected private equity firms.

Project Manager, Insights & Data Caching

Job Description:

TRG Screen is seeking an experienced Project Manager to join our Insights & Data Caching team, with a primary focus on delivering Submarine implementations for our growing client base. Submarine is TRG Screen's on-premise Bloomberg data caching and intelligent routing proxy solution, helping financial institutions reduce Bloomberg Data License costs through intelligent caching, request routing, and ETL capabilities.

This is a high-impact role working directly with major financial institutions globally. You will own the end-to-end delivery of Submarine implementations, coordinating across client technical teams, TRG Screen's development and solutions engineering functions, and senior stakeholders to ensure projects are delivered on time, within scope, and to the highest quality standards.

If you are a structured, client-focused project manager with an interest in financial market data technology, this is a unique opportunity to work at the intersection of data infrastructure and cost optimization.

Responsibilities:

Project Delivery

  • Lead end-to-end delivery of Submarine implementation projects, from initial scoping through to go-live and post-implementation review
  • Develop and maintain detailed project plans, timelines, and resource schedules
  • Manage project scope, risks, issues, and dependencies, escalating where appropriate
  • Coordinate parallel workstreams including technical discovery, infrastructure setup, testing, and client training
  • Ensure all implementation milestones are met in line with agreed timelines and client expectations
  • Conduct post-implementation reviews to capture lessons learned and drive continuous improvement

Client Relationship Management

  • Serve as the primary point of contact for clients throughout the implementation lifecycle
  • Build strong, trusted relationships with client project sponsors, technical leads, and market data teams
  • Facilitate regular project status meetings, providing clear and concise updates to both technical and non-technical stakeholders
  • Manage client expectations proactively, ensuring transparency around timelines, risks, and deliverables
  • Support clients in navigating internal approval processes, including IT security, infrastructure, and compliance reviews

Cross-Functional Coordination

  • Work closely with TRG Screen's Solutions Engineering, Development, and Managed Services teams to coordinate delivery activities
  • Liaise with the Insights & Data Caching product team to communicate client feedback and implementation learnings
  • Collaborate with the Sales and Customer Success teams to ensure smooth handover from pre-sales to implementation
  • Contribute to the development and refinement of Submarine implementation methodology and documentation

Reporting & Governance

  • Maintain accurate project status reporting using TRG Screen's project management tools
  • Track and report on key project metrics including delivery timelines, client satisfaction, and issue resolution rates
  • Contribute to internal governance processes, ensuring all implementations adhere to TRG Screen's quality and security standards

 

Skills and Qualifications Required:

  • 4+ years of project management experience, ideally within a SaaS, fintech, or financial services environment
  • Proven track record of delivering complex technical implementations on time and within scope
  • Strong client-facing skills with the ability to manage relationships at both technical and executive levels
  • Excellent organizational skills with the ability to manage multiple concurrent projects and competing priorities
  • Clear and confident communicator, both written and verbal, with experience presenting to senior stakeholders
  • Familiarity with Bloomberg Data License, reference data, or market data infrastructure is highly advantageous
  • Experience working with on-premise or hybrid deployment models is a plus
  • Proficiency in project management tools (e.g., Asana, Jira, Smartsheet, MS Project, or equivalent)
  • PMP, PRINCE2, or equivalent project management certification is desirable
  • A collaborative, solutions-oriented mindset with a strong attention to detail
  • Ability to work independently and take ownership of outcomes in a fast-paced environment

Remote role with EST/CST working hours. Candidates should reside in the Northeastern U.S.; preference for candidates located outside of New York City.

 

Salary Range
$125,000β€”$135,000 USD

Join TRG Screen and unlock your potential in an environment where innovation thrives, opportunities abound, and your contributions make a difference. We are an equal opportunities employer. We recognise and value the power of diversity in our workplace and are committed to being an employer of choice for everyone. We welcome and encourage applicants from all backgrounds. All applications for employment are considered strictly on the basis of merit.

At TRG Screen, we understand that diverse and inclusive teams are not just beneficial, they are essential to our success. We recognize that embracing diverse perspectives, backgrounds, and experiences fosters innovation, enhances problem-solving capabilities, and drives better business outcomes. By cultivating a culture of inclusion where every voice is heard and valued, we empower our world class teams to thrive, excel, and drive positive change.

We are proud of our diverse workforce and are dedicated to creating a safe and welcoming environment for all employees. People from various ethnicities, ages, genders, and abilities are encouraged to apply. 

Privacy Notice for Applicants

TRG Screen is committed to protecting your privacy and handling your personal information responsibly. Information you provide during the recruitment process will be collected, processed, and stored in accordance with our Privacy Policy.

We encourage all applicants to review our Privacy Policy to understand how we collect, use, and protect your personal data throughout the recruitment process. Our Privacy Policy is available at: www.trgscreen.com/privacy-policy

By submitting an application, you acknowledge that you have read and understood our Privacy Policy.

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Marcus Rivera

Chief Revenue Officer

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