Project Manager
- San Mateo, California, United States
- San Mateo, California, United States
About
LeadStack Inc. is an award-winning, one of the nation's fastest-growing, certified minority-owned (MBE) staffing services provider of contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we're proud to partner with some of the most admired Fortune 500 brands in the world.
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:
- Monthly accruals (2nd and 3rd month of each quarter)
- CE Ops monthly finance reporting
- Tracking vendor invoices and purchase order (PO) status
- 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 ?***k.
- 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:
- Reviewing and triaging new venue submissions via Smartsheet
- Applying compliance and business rule criteria
- Updating the Approved and Do-Not-Use venue lists
- 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:
- CPAF (contract and work order submissions)
- SAP ERP (invoice approvals, PO tracking)
- Smartsheet (venue submission workflow)
- Centris (speaker program venue management)
- SPARC (manual PO closure)
- SharePoint (budget trackers, ITSAs, operations documents)
Qualifications
Required
- 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
To know more about current opportunities at LeadStack, please visit us at
Should you have any questions, feel free to call me on or send an email on _____________________
Languages
- English
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