Project Manager III Job at Planet Group, Lakeside, CA

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  • Planet Group
  • Lakeside, CA

Job Description

Role Summary
The CE Ops Project/Program Manager will provide high-level operational, financial, and project management support across the U.S. Customer Engagement Operations (CEOps) function. This role manages end-to-end workflow execution for speaker programs, advisory boards, vendor contracting, purchase orders, accruals, cross-functional coordination, and compliance-aligned operational processes.

This contractor will act as a key liaison between CE Ops, Compliance, FP&A, Procurement, IT, and external partners (vendors, IQVIA). The ideal candidate is highly organized, process-oriented, detail-driven, and comfortable navigating complex enterprise systems.

Key Responsibilities

Financial & Contracting Operations
• Manage CE Ops financial processes, including:
o Monthly accruals (2nd and 3rd month of each quarter)
o CE Ops monthly finance reporting
o Tracking vendor invoices and purchase order (PO) status
o Partnering with FP&A on financial submissions
• Submit Work Orders (WO) and Change Orders (CO) via CPAF (Commercial Project Approval Form) system.
• Review and approve PO requests; ensure accuracy of GL codes, WBS codes, and cost centers.
• Work closely with Procurement to secure PENs for engagements?$250k.
• Track PO lifecycle, initiate manual PO closures via SPARC when required.
• Coordinate with IT for vendor data security assessments (PIAs, ITSAs).

Speaker Program & Venue Review Operations
• Manage the end-to-end Venue Review process for Speaker Programs, including:
o Reviewing and triaging new venue submissions via Smartsheet
o Applying compliance and business rule criteria
o Updating the Approved and Do-Not-Use venue lists
o Requesting updates in Centris and informing IQVIA of changes
• Utilize pre-defined communication templates to send venue approval/denial notifications to field teams.
• Partner with Compliance to maintain business rule alignment.
• Recommend improvements to streamline venue review workflows.

Advisory Board & Consulting Operations Support
• Support HCP contracting workflows (process management and contract execution steps).
• Manage advisory board financial reporting and accrual email submissions to FP&A.
• Maintain trackers for Advisory Board and Consulting engagement financials.

Cross-Functional Coordination
• Serve as a liaison between CE Ops, Contracts, Procurement, IT Security, FP&A, and extended commercial operations teams.
• Collaborate with IT Security to obtain up-to-date ITSAs for vendors.
• Communicate with IQVIA for program updates (venue changes, data sharing requirements, etc.).
• Ensure compliance across all CE Ops operational workflows.

System & Tool Management
• Systems used include:
o CPAF (contract and work order submissions)
o SAP ERP (invoice approvals, PO tracking)
o Smartsheet (venue submission workflow)
o Centris (speaker program venue management)
o SPARC (manual PO closure)
o SharePoint (budget trackers, ITSAs, operations documents)

Required Qualifications
• 6+ years project or program management experience, preferably in commercial operations, medical operations, or compliance-heavy environments
• Strong experience with finance operations: POs, accruals, vendor management, contracting workflows
• Ability to manage multiple concurrent workflows in a fast-paced, highly cross-functional environment
• Exceptional attention to detail and documentation
• Strong communication skills; ability to write clear, professional, compliance-ready communications
• Proficiency in Smartsheet, SAP or similar ERP systems, and enterprise workflow tools

Preferred
• Background working in pharmaceutical/biotech organizations
• Familiarity with speaker programs, HCP contracting, and compliance-driven processes
• Experience with IQVIA-driven reporting or field engagement data
• Understanding of data privacy/security assessment processes (PIAs, ITSAs)

Success Factors
• Highly detail-oriented and process-driven
• Strong problem-solving and decision-making skills
• Comfortable navigating ambiguity while ensuring compliance
• Ability to manage competing deadlines
• Collaborative, reliable, and proactive communicator

Pay ranges between $69-73/hr based on experience 

Job Tags

Contract work, For contractors,

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