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Insight Investments Corporate Office - Costa Mesa, PROJECT MANAGER in Boston, Massachusetts

  • Interface with Customers, Systems Engineers, Sales Representatives and Sales Operations

  • Assemble Professional Service Project Packages as well as any other necessary paperwork

  • Contact customers to arrange meeting times for services

  • Present Pre-Engagement materials

  • Ensure that customer is ready to begin projects and put together risk mitigation plans to prevent project budget or schedule issues.

  • Manage project plans and budgets for assigned project(s) and adjust resources and priorities accordingly

  • Schedule Systems Engineers and Professional Services Engineers for project service delivery

  • Follow up with projects until completion and drive towards flat revenue recognition to keep resource utilization high.

  • Help keep schedule of all SE and PSE resources up to date

  • Interface with Partner Project Managers

  • Mirror Statements of Work (SOW) from Partners for delivery to customers

  • Develop SOWs with sales teams and determine cost of delivery for pricing purposes and delivery to customers

  • Provide overall direction for establishing project requirements, priorities and milestones

  • Establish roles and responsibilities within the core project team, allocate and coordinate resources across one or more projects

  • Prepare and present project status presentations to senior and executive management

  • Good understanding of Information Technology and the flow of IT projects in order to schedule projects

  • Minimum of 3 years’ experience of continuous team and operation/project management

  • Advanced proficiency with MS Excel, intermediate proficiency with other MS Office software

  • experience a plus


  • Bachelor’s Degree or equivalent work experience preferred

  • PMP Certification

  • Technical certification a plus

  • Proven track record of successful project coordination/management in a multi-team environment

  • Strong organizational, time management and leadership skills with the ability to lead teams towards common goals when teams are not direct reports

  • Must be highly motivated individual with high level of initiative, attitude and willingness

  • Must be a team player, willing to assist other at all levels of the organizations

  • Strong verbal and written communication skills; excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships

  • Ability to communicate effectively on a one-on-one basis or in a group setting

  • Must have problem solving and decision-making abilities, including the ability to analyze the data, identify trends, suggest improvements, plan for implementation and execute multiple plans simultaneously

  • Strong attention to detail

Insight Investments, LLC (Red8) is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.

ID: 2020-1510

External Company URL:

Street: 65A Atlantic Ave