Program Manager, Service Adoption

**_This position follows our hybrid workstyle policy: Expected to be in our Raymond James, St. Petersburg HQ office location a minimum of 10-12 days a month._****_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._****Required Skills and Experience:**+ Project management experience, preferably within technology services or operational rollouts+ Comfort with sales-oriented conversations and guiding participants through decision-making steps+ Strong written and verbal communication skills, with the ability to explain complex technical and service concepts in simple terms+ Experience interpreting or working with technical configuration documents is preferred+ Proficiency in Microsoft Office, especially advanced Excel skills+ CRM experience or a demonstrated willingness to learn+ Ability to handle multiple concurrent priorities with strong attention to detail**Key Responsibilities:****Program Enrollment and Relationship Management:**+ Conduct daily calls with prospective branches to explain the Premium Support program, address questions, and move each opportunity toward contract signing+ Engage warm leads introduced by Private Client Group and internal partners+ Clearly articulate program features, pricing, and value+ Ensure each participant completes the required agreement. This role does not draft contracts but is accountable for securing signatures.+ Maintain consistent follow‐up and high‐quality communication with all prospects**Implementation and Technology Transition Coordination:**+ Coordinate the transition from existing technology environments to Raymond James-managed infrastructure, including laptops, printers, internet services, and other deployed assets+ Work with internal teams to ensure timely installation, configuration, and activation of all Premium Support components+ Track and document program lifecycle stages for each participant, including status, cost components, asset placement, and support needs+ Maintain awareness of who is funding each component of the program and ensure accurate documentation**Program Operations and CRM Management:**+ Use internal CRM tools to document and track all interactions, update status, record follow‐ups, and track program activity+ Manage incoming calls and questions related to the Premium Support offering, eventually overseeing increased call volume as the program expands+ Maintain strong Excel files, trackers, and reports to support budgeting, lifecycle management, and operational visibility**Cross-Functional Collaboration:**+ Partner with leadership, technology teams, and field-facing groups to ensure Premium Support implementations are completed on time and at expected quality standards+ Support business partners by providing updates, addressing escalations, and ensuring a smooth experience for program participants+ Ensure alignment with corporate real estate and technology groups during relocations, renovations, expansions, and acquisitions that intersect with Premium Support deployment