Sr. Project Manager
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide sections: About the role (company overview), Responsibilities, Skills, Qualifications, Requirements (travel/location/physical), Benefits (US/Canada), Pay (salary + bonus info). Possibly also "Additional Requirements" could be merged into Requirements.
Let's extract content.
Company overview paragraph: "The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India."
That's prose.
Responsibilities: list items under "Core Requirements And Responsibilities". Let's extract bullet-like sentences:
- Lead multiple complex, high visibility, or strategic customer implementations, ensuring successful delivery within established scope, schedule, budget, and quality expectations.
- Own the development and execution of comprehensive project plans, including project scope, milestones, resource requirements, dependencies, risks, financial performance, and customer commitments.
- Serve as the primary project leader and trusted partner for customers, establishing strong relationships with customer stakeholders and effectively communicating with audiences ranging from project teams through executive leadership.
- Proactively identify project risks, issues, dependencies, and barriers to success and develop mitigation strategies before they materially impact project outcomes.
- Independently manage complex or escalated customer situations, bringing together the appropriate internal stakeholders and driving issues toward timely resolution with minimal leadership involvement.
- Provide strategic guidance to customers throughout implementation by understanding their business objectives, operational needs, and desired outcomes and connecting those needs to the overall implementation strategy.
- Lead cross functional project teams and coordinate resources across Professional Services and other internal teams to establish priorities, clarify responsibilities, resolve dependencies, and maintain accountability for project commitments.
- Own project financial performance by monitoring budget versus actuals, forecasting project revenue and expenditures, identifying financial risks, and taking appropriate action to maintain project health.
- Lead project scope and change management, including evaluating requested changes, assessing business, financial, resource, and timeline impacts, and clearly communicating recommendations and implications to customers and internal stakeholders.
- Develop and deliver executive level project communications that provide clear visibility into project health, accomplishments, risks, decisions, financial status, and actions required.
- Anticipate resource needs and competing priorities across assigned projects and partner with Professional Services leadership to address capacity or scheduling concerns that could affect successful delivery.
- Facilitate critical project decisions by bringing together appropriate stakeholders, presenting options and implications, and driving alignment on a path forward.
- Maintain strong knowledge of Vertafore products, implementation methodologies, and Professional Services processes to effectively guide complex implementations and identify potential implementation challenges.
- Establish and reinforce project management best practices, documentation standards, governance, and accountability throughout assigned customer engagements.
- Provide guidance, knowledge sharing, and informal mentorship to Project Managers and other project team members, helping strengthen project management capabilities and consistency across the organization.
- Identify recurring implementation challenges, process gaps, and opportunities for improvement and provide recommendations that improve customer outcomes, project execution, and Professional Services effectiveness.
- Demonstrate sound judgment and independent decision making, recognizing when issues can be resolved within the project team and when business, customer, financial, or organizational risk requires leadership escalation.
- Other duties as assigned.
We'll put these in
- .
Skills: list from "Knowledge, Skills And Abilities". Items:
- You are highly organized and have proven ability to monitor project budget vs. actuals and can forecast project revenues and expenditures.
- You are a pro at scheduling and managing resources assigned to your projects and can manage the schedule of work for all phases.
- You have demonstrated an ability to manage change in project scope including documenting and explaining implications of changes so they are clearly understood and approved.
- You excel at setting and managing expectations internally with your team as well as externally to your customer to successfully deliver project.
- You are skilled at building professional executive status reports and other required project documentation.
- You have proven ability communicating with the customer to ensure progress is being made and concerns are managed promptly.
- You have a proven track record of building, developing and growing business relationships vital to the success of the project in person and remotely.
- You are experienced and can handle difficult and escalated situations with minimal leadership involvement.
- You have the talent and ability to proactively learn and understand Vertafore software and the mechanics of their implementation and deployment.
- You will grow and thrive at knowing the detailed task breakdown of your projects such as complex software implementation tasks and consulting deliverables.
- You will work tirelessly to provide outstanding project team leadership to achieve, schedule, budget and scope performance.
We'll put as
- .
Qualifications list:
- Proficient with MS Office Tools (e.g., Outlook, Word, Excel, Project, PowerPoint)
- Excellent presentation, written and verbal, communication skills: demonstrated ability to present to groups, clients, and executives
- Independent Insurance industry experience is highly desirable
- 5+ years of customer facing project management experience (preferably within a software environment)
- Previous experience with technical support and troubleshooting is a plus
- Bachelor's degree or equivalent experience
- PMP certification (desired but not required)
- You must be able to travel up to 10% throughout the year with possible weekend and evening activity as needed
Note: travel also appears later; we can keep it here or in Requirements. We'll keep travel in Qualifications maybe, but also Additional Requirements includes travel. To avoid duplication, we can keep travel only once. The posting repeats travel requirement. We'll include it under Qualifications (or Requirements). We'll decide to put travel under Additional Requirements/Details section.
Additional Requirements And Details: includes:
- Travel required up to 10% of the time.
- Located and working from an office location.
- Occasional lifting and/or moving up to 10 pounds.
- Frequent repetitive hand and arm movements required to operate a computer.
Also maybe "Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!" is boilerplate; remove.
Also "Vertafore is a drug free workplace..." etc is boilerplate; remove.
Benefits: US and Canada sections.
Canada Only benefits list:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Medical, vision & dental plans
- Life, AD&D
- Short Term and Long Term Disability
- Pension Plan & Employer Match
- Maternity, Paternity and Parental Leave
- Employee and Family Assistance Program (EFAP)
- Education Assistance
- Additional programs - Employee Referral and Internal Recognition
US Only benefits list:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
- Medical, vision & dental plans
- PPO & high-deductible options
- Health Savings Account & Flexible Spending Accounts Options: Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA
- Life, AD&D (Basic & Supplemental), and Disability
- 401(k) Retirement Savings Plain & Employer Match
- Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
- Parental Leave & Adoption Assistance
- Employee Assistance Program (EAP)
- Education & Legal Assistance
- Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
- Commuter Benefits (Denver)
We need to avoid duplication of the first line "The opportunity to work in a space where modern technology meets a stable and vital industry" appears in both; we can keep it once under each or combine? Since they are separate sections for Canada and US, we could keep but it's duplicate. Might be okay but we could combine into a generic Benefits section with subpoints? However instruction: Prefer few substantive sections over many thin ones. Could combine US and Canada benefits into one Benefits section, noting differences? But they'd be different per location. Might be better to have Benefits section with two subheadings? But we only allowed h3 for section headings; we could have h3 Benefits and then within that we could have
describing US and Canada benefits. But we need to use
- for any list of duties/requirements/benefits. So we need to list benefits as list items. Could have two separate lists: US Benefits and Canada Benefits each preceded by a
maybe? But we cannot use headings inside Benefits besides h3? We could have h3 Benefits and then two
paragraphs describing US and Canada, each followed by
. That seems okay.
Pay section: include salary range and bonus details.
Pay: "$95,000 - $110,000 + PS Bonus". Also details about PS Bonus, VIP, etc. We'll include prose.
Now we need to strip boilerplate: repeated lines like "The selected candidate must be legally authorized to work in the United States." appears multiple times; we can keep once maybe under Requirements? But it's a legal requirement; could be part of Additional Requirements. However it's boilerplate but it's substantive? It's a requirement: must be legally authorized to work in US. That's a requirement. We'll keep it once.
Also "Vertafore is a drug free workplace and conducts preemployment drug and background screenings." is boilerplate but could be considered a requirement; but it's generic. Might be considered boilerplate; we can drop.
Also "We do not accept resumes from agencies, headhunters, or other suppliers who have
for prose. We need to decide sections: About the role (company overview), Responsibilities, Skills, Qualifications, Requirements (travel/location/physical), Benefits (US/Canada), Pay (salary + bonus info). Possibly also "Additional Requirements" could be merged into Requirements. Let's extract content. Company overview paragraph: "The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity - speed, performance, and trust - to drive growth at scale. With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India." That's prose. Responsibilities: list items under "Core Requirements And Responsibilities". Let's extract bullet-like sentences: - Lead multiple complex, high visibility, or strategic customer implementations, ensuring successful delivery within established scope, schedule, budget, and quality expectations. - Own the development and execution of comprehensive project plans, including project scope, milestones, resource requirements, dependencies, risks, financial performance, and customer commitments. - Serve as the primary project leader and trusted partner for customers, establishing strong relationships with customer stakeholders and effectively communicating with audiences ranging from project teams through executive leadership. - Proactively identify project risks, issues, dependencies, and barriers to success and develop mitigation strategies before they materially impact project outcomes. - Independently manage complex or escalated customer situations, bringing together the appropriate internal stakeholders and driving issues toward timely resolution with minimal leadership involvement. - Provide strategic guidance to customers throughout implementation by understanding their business objectives, operational needs, and desired outcomes and connecting those needs to the overall implementation strategy. - Lead cross functional project teams and coordinate resources across Professional Services and other internal teams to establish priorities, clarify responsibilities, resolve dependencies, and maintain accountability for project commitments. - Own project financial performance by monitoring budget versus actuals, forecasting project revenue and expenditures, identifying financial risks, and taking appropriate action to maintain project health. - Lead project scope and change management, including evaluating requested changes, assessing business, financial, resource, and timeline impacts, and clearly communicating recommendations and implications to customers and internal stakeholders. - Develop and deliver executive level project communications that provide clear visibility into project health, accomplishments, risks, decisions, financial status, and actions required. - Anticipate resource needs and competing priorities across assigned projects and partner with Professional Services leadership to address capacity or scheduling concerns that could affect successful delivery. - Facilitate critical project decisions by bringing together appropriate stakeholders, presenting options and implications, and driving alignment on a path forward. - Maintain strong knowledge of Vertafore products, implementation methodologies, and Professional Services processes to effectively guide complex implementations and identify potential implementation challenges. - Establish and reinforce project management best practices, documentation standards, governance, and accountability throughout assigned customer engagements. - Provide guidance, knowledge sharing, and informal mentorship to Project Managers and other project team members, helping strengthen project management capabilities and consistency across the organization. - Identify recurring implementation challenges, process gaps, and opportunities for improvement and provide recommendations that improve customer outcomes, project execution, and Professional Services effectiveness. - Demonstrate sound judgment and independent decision making, recognizing when issues can be resolved within the project team and when business, customer, financial, or organizational risk requires leadership escalation. - Other duties as assigned. We'll put these in
- .
Skills: list from "Knowledge, Skills And Abilities". Items:
- You are highly organized and have proven ability to monitor project budget vs. actuals and can forecast project revenues and expenditures.
- You are a pro at scheduling and managing resources assigned to your projects and can manage the schedule of work for all phases.
- You have demonstrated an ability to manage change in project scope including documenting and explaining implications of changes so they are clearly understood and approved.
- You excel at setting and managing expectations internally with your team as well as externally to your customer to successfully deliver project.
- You are skilled at building professional executive status reports and other required project documentation.
- You have proven ability communicating with the customer to ensure progress is being made and concerns are managed promptly.
- You have a proven track record of building, developing and growing business relationships vital to the success of the project in person and remotely.
- You are experienced and can handle difficult and escalated situations with minimal leadership involvement.
- You have the talent and ability to proactively learn and understand Vertafore software and the mechanics of their implementation and deployment.
- You will grow and thrive at knowing the detailed task breakdown of your projects such as complex software implementation tasks and consulting deliverables.
- You will work tirelessly to provide outstanding project team leadership to achieve, schedule, budget and scope performance.
We'll put as
- .
Qualifications list:
- Proficient with MS Office Tools (e.g., Outlook, Word, Excel, Project, PowerPoint)
- Excellent presentation, written and verbal, communication skills: demonstrated ability to present to groups, clients, and executives
- Independent Insurance industry experience is highly desirable
- 5+ years of customer facing project management experience (preferably within a software environment)
- Previous experience with technical support and troubleshooting is a plus
- Bachelor's degree or equivalent experience
- PMP certification (desired but not required)
- You must be able to travel up to 10% throughout the year with possible weekend and evening activity as needed
Note: travel also appears later; we can keep it here or in Requirements. We'll keep travel in Qualifications maybe, but also Additional Requirements includes travel. To avoid duplication, we can keep travel only once. The posting repeats travel requirement. We'll include it under Qualifications (or Requirements). We'll decide to put travel under Additional Requirements/Details section.
Additional Requirements And Details: includes:
- Travel required up to 10% of the time.
- Located and working from an office location.
- Occasional lifting and/or moving up to 10 pounds.
- Frequent repetitive hand and arm movements required to operate a computer.
Also maybe "Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!" is boilerplate; remove.
Also "Vertafore is a drug free workplace..." etc is boilerplate; remove.
Benefits: US and Canada sections.
Canada Only benefits list:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Medical, vision & dental plans
- Life, AD&D
- Short Term and Long Term Disability
- Pension Plan & Employer Match
- Maternity, Paternity and Parental Leave
- Employee and Family Assistance Program (EFAP)
- Education Assistance
- Additional programs - Employee Referral and Internal Recognition
US Only benefits list:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
- Medical, vision & dental plans
- PPO & high-deductible options
- Health Savings Account & Flexible Spending Accounts Options: Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA
- Life, AD&D (Basic & Supplemental), and Disability
- 401(k) Retirement Savings Plain & Employer Match
- Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
- Parental Leave & Adoption Assistance
- Employee Assistance Program (EAP)
- Education & Legal Assistance
- Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
- Commuter Benefits (Denver)
We need to avoid duplication of the first line "The opportunity to work in a space where modern technology meets a stable and vital industry" appears in both; we can keep it once under each or combine? Since they are separate sections for Canada and US, we could keep but it's duplicate. Might be okay but we could combine into a generic Benefits section with subpoints? However instruction: Prefer few substantive sections over many thin ones. Could combine US and Canada benefits into one Benefits section, noting differences? But they'd be different per location. Might be better to have Benefits section with two subheadings? But we only allowed h3 for section headings; we could have h3 Benefits and then within that we could have
describing US and Canada benefits. But we need to use
- for any list of duties/requirements/benefits. So we need to list benefits as list items. Could have two separate lists: US Benefits and Canada Benefits each preceded by a
maybe? But we cannot use headings inside Benefits besides h3? We could have h3 Benefits and then two
paragraphs describing US and Canada, each followed by
- . That seems okay.
Pay section: include salary range and bonus details.
Pay: "$95,000 - $110,000 + PS Bonus". Also details about PS Bonus, VIP, etc. We'll include prose.
Now we need to strip boilerplate: repeated lines like "The selected candidate must be legally authorized to work in the United States." appears multiple times; we can keep once maybe under Requirements? But it's a legal requirement; could be part of Additional Requirements. However it's boilerplate but it's substantive? It's a requirement: must be legally authorized to work in US. That's a requirement. We'll keep it once.
Also "Vertafore is a drug free workplace and conducts preemployment drug and background screenings." is boilerplate but could be considered a requirement; but it's generic. Might be considered boilerplate; we can drop.
Also "We do not accept resumes from agencies, headhunters, or other suppliers who have
- for any list of duties/requirements/benefits. So we need to list benefits as list items. Could have two separate lists: US Benefits and Canada Benefits each preceded by a
- .
Qualifications list:
- Proficient with MS Office Tools (e.g., Outlook, Word, Excel, Project, PowerPoint)
- Excellent presentation, written and verbal, communication skills: demonstrated ability to present to groups, clients, and executives
- Independent Insurance industry experience is highly desirable
- 5+ years of customer facing project management experience (preferably within a software environment)
- Previous experience with technical support and troubleshooting is a plus
- Bachelor's degree or equivalent experience
- PMP certification (desired but not required)
- You must be able to travel up to 10% throughout the year with possible weekend and evening activity as needed
Note: travel also appears later; we can keep it here or in Requirements. We'll keep travel in Qualifications maybe, but also Additional Requirements includes travel. To avoid duplication, we can keep travel only once. The posting repeats travel requirement. We'll include it under Qualifications (or Requirements). We'll decide to put travel under Additional Requirements/Details section.
Additional Requirements And Details: includes:
- Travel required up to 10% of the time.
- Located and working from an office location.
- Occasional lifting and/or moving up to 10 pounds.
- Frequent repetitive hand and arm movements required to operate a computer.
Also maybe "Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!" is boilerplate; remove.
Also "Vertafore is a drug free workplace..." etc is boilerplate; remove.
Benefits: US and Canada sections.
Canada Only benefits list:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- Medical, vision & dental plans
- Life, AD&D
- Short Term and Long Term Disability
- Pension Plan & Employer Match
- Maternity, Paternity and Parental Leave
- Employee and Family Assistance Program (EFAP)
- Education Assistance
- Additional programs - Employee Referral and Internal Recognition
US Only benefits list:
- The opportunity to work in a space where modern technology meets a stable and vital industry
- We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
- Medical, vision & dental plans
- PPO & high-deductible options
- Health Savings Account & Flexible Spending Accounts Options: Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA
- Life, AD&D (Basic & Supplemental), and Disability
- 401(k) Retirement Savings Plain & Employer Match
- Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
- Parental Leave & Adoption Assistance
- Employee Assistance Program (EAP)
- Education & Legal Assistance
- Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
- Commuter Benefits (Denver)
We need to avoid duplication of the first line "The opportunity to work in a space where modern technology meets a stable and vital industry" appears in both; we can keep it once under each or combine? Since they are separate sections for Canada and US, we could keep but it's duplicate. Might be okay but we could combine into a generic Benefits section with subpoints? However instruction: Prefer few substantive sections over many thin ones. Could combine US and Canada benefits into one Benefits section, noting differences? But they'd be different per location. Might be better to have Benefits section with two subheadings? But we only allowed h3 for section headings; we could have h3 Benefits and then within that we could have