CCM Project Manager

Key Responsibilities:

Project Planning & Execution:

• Develop detailed project plans, including scope, timelines, and resource allocation.
• Lead projects from initiation to completion, ensuring alignment with business objectives.
• Leverage

  Customer Communication Management (CCM) tools

  such as OpenText Exstream, SmartCOMM, or Quadient Inspire to plan, track, and optimize communication and document generation workflows.

Stakeholder Management:

• Act as the primary point of contact for project stakeholders, including clients, team members, and senior management.
• Communicate project goals, progress, and risks effectively to all stakeholders.
• Ensure consistent and compliant customer communications using CCM tools across business units.

Risk Management:

• Identify potential project risks and develop mitigation strategies.
• Monitor and control project risks to minimize impact on project delivery.

Financial Management:

• Manage project budgets, including cost forecasting and reconciliation.
• Ensure projects are delivered within budget and financial constraints.

Team Coordination:

• Coordinate with cross-functional teams, including IT, business analysts, and operations.
• Resolve resource and scheduling conflicts in a matrixed organization.
• Collaborate with CCM platform teams to ensure seamless integration of communication templates, content updates, and delivery processes.

Process Improvement:

• Implement process improvements using methodologies like Six Sigma to enhance project efficiency and success.
• Drive automation and communication workflow optimization through CCM solutions to improve accuracy, turnaround, and compliance.

Client Interaction:

• Maintain and build relationships with insurance companies and clients.
• Negotiate and manage quotes, binders, endorsements, and renewals for existing customers.
• Oversee client-facing communications via CCM tools to ensure accuracy, compliance, and brand consistency.

Qualifications:

• Minimum of 10 years of project management experience in the Banking & Finance industry.
• Proven experience in project coordination, PMO support, or similar back-office project management roles.

• Hands-on experience with Customer Communication Management (CCM) tools such as OpenText Exstream, SmartCOMM, Quadient Inspire, or similar.

• Strong technical understanding of document composition, output management, and communication workflows.
• Bachelor’s degree in Business, Insurance, or a related field.
• PMP, PgMP, or Scrum Master certification preferred.
• Strong understanding of industry processes, regulations, and market trends.
• Excellent communication, leadership, and organizational skills.
• Proficiency in project management and program tools (e.g., Microsoft Project, JIRA, Rally).

Key Competencies:

• Strategic thinking with a focus on delivering business value.
• Ability to work under pressure and meet tight deadlines.
• Adaptable and flexible in a rapidly changing environment.
• Strong leadership and team-building abilities.
• Analytical mindset with the ability to align CCM tools and technologies to business goals.