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Client Implementation Project Manager Jobs in Illinois

... client communication across the team. Qualifications : Required : • 5-8+ years of customer-facing experience in implementation, project/program management, or solutions delivery--preferably in ...

... client communication across the team. Qualifications : Required : • 5-8+ years of customer-facing experience in implementation, project/program management, or solutions delivery--preferably in ...

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Client Implementation Project Manager information

What are the key skills and qualifications needed to thrive as a Client Implementation Project Manager, and why are they important?

To thrive as a Client Implementation Project Manager, you need strong project management skills, a solid understanding of implementation processes, and typically a bachelor’s degree in business, IT, or a related field. Familiarity with project management software (like Jira, Asana, or MS Project), CRM systems, and certifications such as PMP or PRINCE2 are highly valuable. Exceptional communication, problem-solving, and stakeholder management skills set top performers apart. These skills ensure smooth client onboarding, timely delivery, and high client satisfaction throughout complex implementation projects.

What is a Client Implementation Project Manager?

A Client Implementation Project Manager is responsible for overseeing the onboarding and integration process for new clients within a company. They coordinate cross-functional teams, manage timelines, and ensure that client requirements are met efficiently and effectively. Their main goal is to deliver a seamless transition for the client, from initial engagement through to the full deployment of products or services. This role requires strong project management, communication, and problem-solving skills, as well as the ability to handle multiple projects simultaneously.

What is the difference between Client Implementation Project Manager vs Customer Success Manager?

AspectClient Implementation Project ManagerCustomer Success Manager
Primary FocusImplementing products/services for clients, ensuring project deliveryMaintaining client relationships, ensuring ongoing satisfaction
Work EnvironmentProject-based, cross-functional teams, deadlines-drivenRelationship management, account growth, support
Required SkillsProject management, technical knowledge, communicationCustomer service, communication, problem-solving

The Client Implementation Project Manager primarily focuses on executing and delivering projects to clients, ensuring timely and successful implementation. In contrast, the Customer Success Manager concentrates on building long-term relationships, ensuring client satisfaction, and fostering account growth. While both roles require strong communication skills, the implementation manager is more project-oriented, whereas the success manager emphasizes ongoing client engagement.

What are some common challenges faced by Client Implementation Project Managers during the onboarding process?

Client Implementation Project Managers often encounter challenges such as managing complex client expectations, aligning internal resources, and meeting tight deadlines. Coordinating cross-functional teams—including sales, IT, and customer support—requires clear communication and proactive problem-solving. Navigating differences in client workflows or technical requirements can also be demanding, but successful project managers rely on solid planning and adaptability to ensure smooth implementation and client satisfaction.
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Client Implementation Manager - Accelsior Suite

Client Implementation Manager - Accelsior Suite

Deloitte

Chicago, IL

Other

Re-posted 7 days ago


Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 90 frontline employees who took The Breakroom Quiz

59th of 148 rated financial services


Job description

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends on 08/31/2026.

Work you'll do

You will lead client implementations and onboarding to our Accelsior Suite of technology products. You will be leading analysts and developers across multiple client engagements while building and maintaining client relationships.

Responsibilities

  • Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions
  • Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
  • Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services
  • Building reports and dashboards leveraging market leading business intelligence tools
  • Defining data exchange requirements and coordinating loading data through ETL / API / SFTP
  • Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
  • Overseeing a team of business analysts and providing constructive on-the-job feedback
  • Preparing and presenting written and verbal materials such as reports, findings, and training
  • Assisting product leaders in developing product roadmaps

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of the Finance Transformation Advise and Implement offering portfolio.

Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, Management Information Systems, or related field
  • 5+ years of experience in investment management fund accounting, regulatory reporting, financial reporting or finance who comes with experience in streamlining reporting automation.
  • Background in the financial services. Areas of interest include, but are not limited to:
    • Investment Management Fund Accounting or Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.)
    • Fund Finance (Subscription, NAV, and Hybrid Facilities) / Asset-backed Lending
  • Strong interest in a career that combines technology, finance/accounting, and consulting
  • Experience with financial concepts and formulas
  • Strong comfort with Microsoft Excel
  • Experience in client-facing roles and managing client relationships
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

  • MBA in Finance and Business Analytics.
  • Strong understanding of alternative investment industry
  • Experience and strong comfort with database systems and financial/accounting systems
  • Experience working with diverse projects and teams under tight timelines
  • Experience with borrowing base calculations
  • AI awareness and adoption for enhancing product and user experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-252,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Qualifications:

Step into a role where you'll help shape the future of finance. As part of our Finance Transformation team, you'll collaborate with clients to solve their most complex challenges. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence.

Recruiting for this role ends on 08/31/2026.

Work you'll do

You will lead client implementations and onboarding to our Accelsior Suite of technology products. You will be leading analysts and developers across multiple client engagements while building and maintaining client relationships.

Responsibilities

  • Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions
  • Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
  • Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services
  • Building reports and dashboards leveraging market leading business intelligence tools
  • Defining data exchange requirements and coordinating loading data through ETL / API / SFTP
  • Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
  • Overseeing a team of business analysts and providing constructive on-the-job feedback
  • Preparing and presenting written and verbal materials such as reports, findings, and training
  • Assisting product leaders in developing product roadmaps

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of the Finance Transformation Advise and Implement offering portfolio.

Qualifications

Required:

  • Bachelor's degree in Accounting, Finance, Management Information Systems, or related field
  • 5+ years of experience in investment management fund accounting, regulatory reporting, financial reporting or finance who comes with experience in streamlining reporting automation.
  • Background in the financial services. Areas of interest include, but are not limited to:
    • Investment Management Fund Accounting or Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.)
    • Fund Finance (Subscription, NAV, and Hybrid Facilities) / Asset-backed Lending
  • Strong interest in a career that combines technology, finance/accounting, and consulting
  • Experience with financial concepts and formulas
  • Strong comfort with Microsoft Excel
  • Experience in client-facing roles and managing client relationships
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

  • MBA in Finance and Business Analytics.
  • Strong understanding of alternative investment industry
  • Experience and strong comfort with database systems and financial/accounting systems
  • Experience working with diverse projects and teams under tight timelines
  • Experience with borrowing base calculations
  • AI awareness and adoption for enhancing product and user experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,000-252,500.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Education:Bachelor's DegreeEmployment Type:

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