Sonoma Consulting provides the highest quality service and support to our clients and consultants. Our clients range from start-ups to Fortune 500 companies.

RESPONSIBILITIES

•    Has responsibility for planning and coordinating activities pertaining to  the implementation of BenefitPoint and BenefitPoint integrations for newly acquired insurance agencies
•    Lead effort to analyze acquired agency data and determine most efficient and comprehensive way to convert data into BenefitPoint
•    Organize and execute change management activities for business leads and end users
•    Identify scope, create project plan, manage, monitor and control multiple internal BenefitPoint and BenefitPoint integration implementations.
•    Manage the project budget, team resources, communications, and project plans
•    Coordinate with key vendors to schedule conversion, testing, and other key vendor dependent dates.
•    Conduct weekly status calls, prepare agendas, and  with stakeholders to inform them of project status and current issues and risks
•    Responsible for managing remote project team members
•    Build rapport and trust with clients
•    Ensure standardized PMO methodology is utilized and enforced for all projects   

LEVEL DIFFERENTIATORS
•    Ability to simultaneously manage multiple complex projects that will vary in scope
•    Experience leading and managing software implementation projects
•    Knowledge of system integrations and architecture
•    Knowledge of employee benefits domain
•    Experience at identifying opportunities to standardize and streamline processes
•    Experience implementing or operating  BenefitPoint or other brokerage management systems (eg Zywave, Sagitta)
•    Minimum 5 years of experience planning, managing and scheduling project activities
•    Bachelor's degree in technical or business discipline or equivalent experience is required
•    Insurance background a plus

Title : Project Manager / Program Manager