Upserve: Project Manager


The Project Manager (PM) will be responsible for implementing large cross-functional projects. The PM will work with minimal direction in a fast-paced environment while supporting the organizational culture of continuous process improvement. As an integral part of the Upserve Operations Team, duties may include, but are not limited to, creating a Needs Assessment, High-Level Business Requirements, Cost Benefit Analysis (CBA), Risk Mitigation Strategy, Workflow Design documentation (Process Maps), Project Plan development and maintenance, Timeline Adherence, Change Management, and Project Deliverable Analysis. Developing and maintaining Salesforce reports and reporting dashboards for the Operations team is also a key requirement.


Financial Management, which includes:

  • Monitoring program and project budgets against plans, and preparing analysis if established thresholds are not met.
  • Coordinating internal efforts to produce costing and pricing on new products and change requests/ enhancements.
  • Manage actual results against forecasted targets.
  • Creating and maintaining Salesforce reports to review targets, forecasts, etc.

Relationship Management, which includes:

  • Acting as primary point of contact for vendor management, internal cross-functional teams, and Operations Management Team.
  • Managing cross-functional teams and collaborating very closely with internal and external stakeholders to obtain accurate Business Requirements.
  • Responsible for written and verbal communications regarding program status, issues, and escalations.

Project Management, which includes:

  • Ensuring delivery on major milestones, tracks achievement of performance.
  • Managing overall progress of the various assigned project activities through the driving of cross functional collaboration and execution of deliverables.
  • Interfacing with appropriate stakeholders to clearly define Project Scope.
  • Developing Business Requirements according to established Project Management Standards.
  • Managing project timelines, cross-functional teams, and interdepartmental communications.
  • Maintaining Project Plans and tracking logs as appropriate.
  • Managing the change request process during the Project Life Cycle.
  • Developing Salesforce reporting and dashboards in order to track key metrics for success of each project.

Workforce & Administration, which includes:

  • Leading cross functional teams for the purpose of executing on deliverables.
  • Allocating resources and tracking performance according to plan.
  • Providing regular status reports to ensure senior level management visibility to project and program status.
  • Building team environment with internal partners.
  • Managing conflict resolution to ensure successful outcomes.



  • Bachelors degree required. MBA or relevant graduate degree preferred.
  • 2+ years Project Management experience preferred.
  • 2+ years reporting and analytics experience preferred.
  • Process Improvement/ Six Sigma experience preferred.

Employee Testimonials

Software Engineer

If you could describe working at Upserve in three words, what would they be?

  1. Supportive.
  2. Catalyst.
  3. Progressive.

Building on that a little more, why did you decide to work at Upserve?

The team at Upserve is very experienced and I’m at the point in my career where I’m trying to absorb as much as possible from the people I surround myself with in my career. I don’t want to be the smartest person in the room. Even if it’s overwhelming being in a meeting with tons of people with Masters and PhDs, they push you to go a lot faster and learn a lot faster. Sometimes it feels impossible to keep up, then you realize they’re just people who were in your shoes at one point. It’s easy to assume programmers are superhuman beings, but they’re just like everybody else, they’re a bit weird, but I like that.

You mentioned how important it is to surround yourself with people who push you, can you talk a bit more about the culture here at Upserve?

The people are thoughtful, very human and real. They respect that we’re people with lives and that we want to bring our A game but we’re also human and have good days and bad days. I feel really appreciated here, like people listen to me. I feel like they care about my growth as a person and keeping me engaged. I think they go out of their way to make my life easy, to get out of my way and let me do my job. They value that I (and everyone on the team) have a unique opinion and has something to contribute. Plus, I love that they support a lot of the initiatives with women.