Sr Project Manager (excel expertise needed)

  • Posted 27 days ago | Updated 20 days ago


$120,000 - $140,000
Full Time
10% Travel


problem - solving

Job Details


Northteq is a Salesforce technology company that makes digital transformation in lending easier than ever before. With over 25 years of experience and 150+ lending clients, we provide thoughtfully designed technology solutions that streamline the loan origination process for the commercial lending and equipment finance industries.

Our flagship solution, Aurora, is a fully automated loan/lease origination system (LOS) and vendor/customer portal. Aurora enables lenders and their partners to automate the origination process from application to funding in just 3 minutes. We also partner with some of today s most innovative fintech companies to create turnkey Salesforce apps that simplify and automate the loan origination process.

Based in Minneapolis, Minnesota, we offer fully remote and hybrid career options; so when you work for Northteq, you can work from anywhere!


The Senior Project Manager is a senior-level role. You will lead Northteq teams through the implementation of our loan/lease origination software. In this role, your tactical execution is equally as important as your ability to think and plan strategically. You demonstrate sound judgement and have a strong track record and trust with Clients and Leadership. PM s are assigned multiple projects at a time and you will be assigned to lead project teams of various sizes. PM s are expected to drive project teams toward successful engagements resulting in employee and client satisfaction. You will also support the Project Manager Team Lead to establish and promote PM best practices and methodology and train/mentor junior PMs as they progress in their PM journey at Northteq. As a Senior PM, you are expected to be an expert in the following:

  • Management of PM triple constraints scope, budget, and time
  • Risk and issues management with focus on proactive mitigation
  • Project Management process and methodology including thinking outside the box in handling complex projects or challenging client situations
  • Stakeholder management, especially managing-up


  • Provide recommendations on how to approach projects including operating models to achieve project success
  • Understands and aligns client dynamics with Northteq methodology and best practices to execute projects
  • Use sound judgement to determine when it is appropriate to deviate from established policy/process and when to escalate for Leadership support
  • Manage all aspects of project life-cycle from start to finish.
  • Create and manage project plans including accurate work activities, dependencies, and milestones.
  • Plan, monitor, control, report and communicate on key aspects of the project such as scope, budget, schedule, and customer satisfaction.
  • Manage project risks, issues, and project problems through to closure. This includes identifying and negotiating win/win outcomes.
  • Prepare accurate status reports and steering committee reports and lead status and steering committee meetings.
  • Manage and drive the change control process across the Northteq and client teams.
  • Escalate, keep informed and manage-up to relevant stakeholders as required.
  • Utilize resources in an efficient manner; clearly communicate work assignments and due dates.
  • Coordinate and drive work activities across project team and other Northteq departments as required.
  • Forecast resources accurately for projects assigned.
  • Lead and ensure smooth transitions from sales to PS and PS to support.
  • Build strong relationships with Northteq team and clients.
  • Understand Northteq s implementation process and ensure project teams are following it.
  • Guide clients in implementation best practices and manage client expectations towards project goals and objectives.
  • Achieve billable targets.

Employee is held accountable for all duties of this job and other duties as assigned.


  • Bachelor s degree in business or equivalent.

Education and certifications can be earned in role.


  • Must understand the full software development life cycle.
  • Must display all of Northteq s core values.
  • Ability to execute tactically while thinking and planning strategically
  • Can think outside-the-box
  • Ability to assess situations and use best judgement to identify plan of action or make difficult decisions
  • Excellent verbal and written communication skills.
  • Strong analytical, problem-solving and time management skills.
  • Ability to meet deadlines and communicate status appropriately and timely.
  • Ability to persuade and influence.
  • Excellent customer service skills that build high levels of customer satisfaction.
  • Confident and capable of managing multiple customers and projects concurrently.
  • 5+ years of Project Management experience in three of the following areas:
  • Software implementation
  • Professional Services capacity
  • Equipment finance, leasing or general commercial lending
  • Salesforce
  • Project Management Professional (PMP) Certification preferred but not required.


  • This position is remote.
  • If the employee is located in the Twin Cities Metro area of MN, office space can be provided in our WeWork office.
  • There may be occasional in person meetings.
  • Travel is minimal but can increase based on client needs.
  • The physical demands described here are representative of those that must be met by an Employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way states or implies that these are the only duties to be performed by this Employee. He or she will be required to follow other instructions and perform other work-related duties requested by his or her supervisor.

Northteq is an Affirmative Action / Equal Opportunity Employer and offers equal employment opportunity to all, based upon individual merit and does not discriminate on the basis of race, color, religion, national origin, sex, gender, age, disability status, protected veteran status or any other protected class or category.

About Northteq