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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex, multi-year SaaS or insurtech projects, with a strong focus on financial management, scope control, and Agile methodologies. Proven ability to lead cross-functional teams, track project metrics, and ensure successful delivery from initiation through go-live.
Highest-signal resume keywords
Project Delivery ExperienceFinancial ManagementAgile DeliveryRAID ManagementSaaS Implementation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementScope ControlChange Order ManagementBudget TrackingEstimate-to-Complete ForecastingUAT PlanningData MigrationIntegrationPlatform ConfigurationSuccess Metrics Establishment
Soft Skills
Clear Status ReportingSteering Committee FacilitationCalm Escalation
Tools & Technologies
JiraAgile Delivery Tools
Certifications & Qualifications
PMPAgile Certification (CSM or SAFe)
Industry Keywords
SaaSInsurtechEnterprise SoftwareACORD StandardsE-SignatureForms WorkflowsFinancial ServicesLife InsuranceAnnuitiesLegacy-to-Modern Migrations
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Own delivery of a multi-year, multi-workstream carrier engagement from Solution Design Workshop handoff through go-live and transition into managed services
- Turn confirmed scope into an integrated implementation plan with epics, milestones, dependencies and a resource-loaded timeline
- Run concurrent platform configuration, integration, forms, data migration and vendor-deliverable workstreams under one critical path
- Ensure execution of timelines, budget, scope and delivery quality
- Run kickoff and Sprint 0, including client prerequisites
- Track hours, estimates to complete, estimates at completion and variances; forecast overruns and recommend actions
- Maintain SOW assumptions, identify change-order triggers, and draft and negotiate change orders
- Own RAID and query logs, mitigate risks and dependencies, and escalate threats to milestones, budget or relationships
- Produce internal briefings and client-facing status decks with Schedule, Scope, Quality and Budget ratings
- Track decisions and action items; maintain program documentation, dashboards and success metrics
- Serve as the carrier's primary delivery counterpart, run weekly status meetings and support steering committees
- Coordinate Scrum Masters, Business Analysts, engineering, QA, support, Product and third-party vendors
- Own acceptance gate readiness, UAT planning, migration readiness, cutover, hypercare, go/no-go decisions and handoff to managed services
Requirements
What you’ll need- 6 to 10 years of project delivery experience in SaaS or insurtech, including complex client engagements
- Track record of leading multi-year engagements valued at up to $10M, with direct accountability for budget, margin-relevant hours and change orders
- Experience running 2 or more concurrent workstreams under one integrated plan
- Strong financial management, including work-order or SOW budget tracking, estimate-to-complete forecasting and variance reporting on fixed-price and time-and-materials contracts
- Skill in scope and change control, including identifying the need for change orders
- Experience working with Agile delivery teams and Scrum Masters
- Clear status reporting, steering committee facilitation and calm escalation
- Proven ownership of RAID management, UAT, cutover and go-live for enterprise software implementations
- Working knowledge of Jira or similar delivery tooling
- Experience establishing success metrics and running post-launch evaluations
- Deep knowledge of an enterprise insurance SaaS platform, life insurance, annuities or broader financial services, ACORD standards, e-signature and forms workflows, platform upgrades or legacy-to-modern migrations, and AI-assisted delivery tools are nice to have
- PMP or equivalent certification preferred; Agile certification (CSM or SAFe) recommended
