Finance Transformation Project Manager Jobs in Wisconsin

Location: Hybrid - 8 days per month in office; see posting for approved locations.

About the Role

Wolters Kluwer Health is seeking an experienced Lead Technology Project & Program Manager to lead complex business transformation initiatives focused on Salesforce CRM, Salesforce CPQ, lead-to-order processes, systems integration, middleware modernization, and enterprise data migration. This role is responsible for end-to-end program delivery, including planning, execution, governance, risks, dependencies, budgets, executive communications, change management, and successful adoption of new systems and processes across multiple business units.

This is a high-impact role for someone who can partner with senior leaders, technology teams, business stakeholders, vendors, and implementation partners to drive strategic enterprise initiatives that transform business systems and processes at a leading healthcare technology organization.

Candidate Fit Statement

This role is primarily focused on Salesforce CRM, Salesforce CPQ, lead-to-order/order-to-cash processes, integrations, middleware modernization, data migration, and enterprise business systems transformation. Candidates with only general IT project management, infrastructure management, product management, PMO administration, or non-technical transformation experience may not be the strongest fit unless they can demonstrate direct experience leading Salesforce/CRM/CPQ and related business systems implementation programs.

Key Responsibilities

• Lead end-to-end delivery of CRM, Salesforce, Salesforce CPQ, integrations, data migration, and business transformation projects.
• Develop and manage project plans, scope, timelines, budgets, risks, dependencies, and delivery milestones.
• Facilitate requirements gathering, fit-gap analysis, stakeholder alignment, and prioritization discussions.
• Drive project governance, status reporting, executive communications, and decision-making forums.
• Lead cross-functional teams, vendors, and implementation partners to achieve project objectives in a matrixed organization
• Manage business, technical, resource, budget, and timeline constraints while helping teams resolve issues and maintain delivery momentum.
• Serve as a change agent to support adoption of new systems, processes, governance models, and business transformation outcomes.

Required Qualifications

Education

Bachelor's degree required; MBA or equivalent understanding of business process and financial concepts preferred

Experience

• 7+ years of project/program management experience, including 5+ years leading complex technology transformation initiatives.
• Direct experience managing Salesforce CRM, Salesforce CPQ, integrations, and enterprise data migration programs.
• Strong understanding of lead-to-order and/or order-to-cash business processes.
• Experience managing systems integration, middleware modernization, API/integration workstreams, or related enterprise technology programs
• Proven ability to lead cross-functional teams, vendors, and implementation partners in a matrixed environment.
• Demonstrated success managing executive stakeholders, project governance, risks, dependencies, budgets, and organizational change.
• Excellent communication, presentation, facilitation, risk management, and organizational skills.
• Familiarity with Agile/SDLC methodologies and tools such as MS Project, Jira, Confluence, SharePoint, Teams, and Excel.
• Experience working with global teams, third-party vendors, and executive stakeholders.

Preferred Qualifications

• PMP and/or Agile certification
• Healthcare technology experience.
• Experience working within global or multinational organizations
• MBA or equivalent understanding of business process and financial concepts

Travel: 5-10%

#LI-Hybrid

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position. Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process.

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.