Clickup Project Management Jobs in Indiana (NOW HIRING)

Job Summary:
Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. They are seeking a full-time Technology Operations Manager to support and execute the firm’s technology initiatives and operational systems, combining project management, process development, and technical execution.
Responsibilities:
• Establish and maintain a new tech project management, ticketing, and project reporting system.
• Clean up and organize internal documentation, policies, and resources in order for clear communication across the entire tech department.
• Own the day-to-day timeline of internal projects, including managing task intake, coordinating with vendors, delegating responsibilities, and reporting on milestones.
• Manage the end-to-end lifecycle of technical initiatives, ensuring they stay on schedule, within budget, and aligned with departmental goals.
• Maintain detailed records of software licenses, vendor contracts, hardware costs, and project spend to provide the director with data for financial planning.
• Serve as the first point of contact for other departments to gather technical requirements and translate them into actionable project tasks.
• Act as the “translator” between the technical team and non-technical stakeholders to ensure project requirements are clear and progress is transparent.
• Monitor and troubleshoot systems, isolate issues that need addressed, and communicate with team members on improvements or best use practices.
• Hands-on configuration of the tech stack (e.g., Salesforce, Conga, or Revver) to automate manual processes and solve specific operational friction points and eliminate manual process bottlenecks.
• Coordination with internal and external teams to solve complicated processes.
• Create and update the “how-to” guides for systems, ensuring the team has a clear source of truth for all implemented workflows.
• Collaborate regularly with the technology team and firm leadership to support department initiatives and long-term planning.
• Assist with miscellaneous technology-related projects and operational initiatives as needed.
• Participate in team meetings, project discussions, and planning efforts.
• Contribute to a positive, collaborative, and solutions-oriented work environment.
• Meet with Communications & Operations Director regularly to review reports, projects, budgets and department direction.
Qualifications:
Required:
• Strong organizational, project management, and communication skills.
• Detail-oriented with excellent follow-through and accountability.
• Strong troubleshooting, problem-solving, and process improvement abilities.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Ability to communicate effectively with both technical and non-technical individuals.
• Self-motivated with the ability to work independently and collaboratively.
• Ability to work occasional nights and weekends as needed.
• Salesforce
• Microsoft 365
• Jira, Zendesk, ClickUp or similar project management systems
• Workflow automation and systems integration
• Computer hardware and software troubleshooting
• Cloud-based business applications and technology operations
• AI productivity, automation and workflow tools
• Bachelor’s degree preferred, ideally in Information Technology, Business, Operations, Project Management, or a related field.
• 3–5 years of technology project management, systems coordination, or technology operations experience preferred.
• Prior experience implementing or supporting operational technology systems strongly preferred.
• Experience coordinating projects involving internal teams, vendors, and consultants preferred.
Preferred:
• ITIL or PMP certification ideal but not required.
Company:
Storen Financial provides accounting, bookkeeping, retirement planning, payroll, tax preparation and medicare supplement insurance services. Founded in 1966, the company is headquartered in Brownsburg, USA, with a team of 11-50 employees. The company is currently Early Stage.