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IT Implementations Engineer Lead

Dallas, TX or New York, NY

Siepe is a growing, Dallas, TX-based technology services firm specializing in developing software applications for firms in the hedge fund and financial services industry and providing outsourced cloud IT Managed Services for private equity, hedge funds, and financial services companies. 

An IT Implementation Lead must be a self-starter with a sense of ownership and strong interpersonal skills, as well as have an excellent understanding of technology and project management methodology. This position reports to the Director of IT Operations and interacts with all business, management, and technical teams to develop consolidated project plans, status reports and metrics, and deliver high-quality results across all project areas.   

We are a profitable company and offer competitive compensation and benefits while also providing an opportunity for new team members to take ownership in a small-company environment.


  • General
    • Work with organizational leaders to set outlines for project budgets, timelines, and service delivery 
    • Work with internal and external clients from project initiation through completion, which encompasses the planning, organizing, and management of resources to bring about the successful completion of specific projects goals and objectives  
    • Develop and monitor schedules to ensure that projects are completed within established deadlines
    • Identify project risks and mitigation strategies and communicate status and risk issues to stakeholders 
    • Lead status meetings, track and maintain detailed issues and risks lists, and prepare appropriate project meeting notes and status reports
    • Meet regularly with related vendors and service providers to ensure that integration issues are identified and resolved
    • Interface with all levels of business and technical management staff, as well as project teams to facilitate issue resolution and the resolution of competing priorities
    • Monitor and manage team progress to ensure that project objectives, scope, timelines, and budgets are met
    • Manage project elements in ConnectWise in a timely manner (e.g., project attributes, phases, tasks, time entry of project team members, contractor time, other project expenses and costs, etc.)
    • Order and track equipment as needed to support clients and projects
  • Client Onboarding, Site Moves, & Integration with Siepe Services
    • Work with account teams to gather the necessary information to initiate IT Managed Services onboarding
    • Lead and maintain ownership of IT Managed Services onboarding projects from start to finish
    • Work with management to identify appropriate engineering resources for new onboarding projects
    • Teaming with assigned internal technical leads, create implementation and migration plans and appropriate project deliverables (e.g., work plan, project schedule, design docs, checklists, user/workstation migration plans, communications, etc.) needed to deliver successful projects. 
    • Effectively scope and plan additional details around client on-premises implementation needs such as:
      • Conduct local site visits and walk-throughs as needed
      • Work with subject matter experts to determine low voltage, rack, and cabling requirements
      • Coordination with other client vendors (e.g., ISP’s, low-voltage vendors, AV vendors, furniture vendors, moving vendors, and landlords)
      • Coordination with internal and external smart hands installation resources for onsite implementation assistance
      • List and procure necessary installation materials (e.g., patch cables, wire management in closets and at workstations, conference rooms, etc.)
  • Take lead to ensure communication of onboarding project status, milestones, and next steps are clearly defined both internally and externally
  • Craft formal communication and documentation that is professional and clear
  • Lead meetings and communication that can take place in person or by phone
  • Provide clear direction and feedback to project teams on assignments, goals, and timelines
  • Review and understand proposals, agreements, and Statements of Work (SOW) and ensure they are followed in full to meet our client commitments
  • Manage project scope and change management / change order process closely to ensure out-of-scope work is properly identified, scoped, and agreed upon prior to this work commencing
  • Monitor deadlines closely and escalate quickly if issues are foreseen or arise
  • Manage time and resources and can be creative when scheduling conflicts arise
  • Maintain accurate project information in a standardized project management platform
  • Handle customer service inquiries and escalate them appropriately to internal teams
  • File project documents for practical team use and archival reasons in a timely manner


  • Bachelor’s degree or equivalent experience
  • 3+ years of experience working in Managed Services or IT Services environments
  • 3+ years of related experience in managing or coordinating IT projects
  • Track record in management of teams and personnel (Directly or indirectly)
  • CAPM or PMP certification a plus
  • Must have experience in executing medium to large-scale technology projects comprised of sub-projects and distinct deliverables (At least 2 recent projects should have involved teams of 3 or more resources) 
  • US Citizen or Permanent Resident eligible to work in the US without sponsorship

Desired Skills

  • Technical background with a practical understanding and execution of the below technologies:
    • Microsoft AD, Exchange, and Teams
    • Microsoft O365 and Azure
    • Public Cloud – AWS, Azure
    • VDI
    • Route/switch
    • Firewall
    • Wireless Networking
    • MDF, IDF closet/rack requirements
    • Business Continuity and disaster recovery
  • Working knowledge of Microsoft Project or the equivalent   
  • Proficient in Microsoft Office applications
  • Working knowledge of ConnectWise (preferred) or other professional services automation (PSA) system
  • Ability to manage multiple tactical and strategic project initiatives 
  • Ability to prioritize project requests from business and technical teams  
  • Ability to protect project scope/budget and set expectations with the customer 
  • Must possess strong interpersonal, communication, and leadership skills with a focus on high-quality customer service 
  • Must be motivated, decisive, flexible, and possess sound business judgment  
  • Self-motivated and desire to succeed 
  • Highly positive, collaborative, and problem-solving attitude
  • Excited about working in a start-up environment and eager to share ideas to optimize the service experience
  • Ability to handle and manage stressful situations in a professional manner 
  • Experience with vendor management
  • Great organizational skills and detail-oriented
  • Excellent communication (oral/written) / interpersonal skills with a strong ability to build relationships and lead meetings
  • Strong social and presentation skills including client-facing consulting skills
  • Ability to coordinate projects efficiently and to multitask and lead multiple projects at once
  • Comfort taking a leadership stance
  • Communicate effectively and proactively anticipate and prevent customer satisfaction issues
  • Conduct “lessons learned” sessions to continually improve overall processes and internal/client experience 

As with all IT support positions, after-hours or weekend system maintenance or implementation support may be required from time to time.


  • Comprehensive Benefits Package
  • Paid Holidays & Vacation
  • 401k Match
  • Bonus Opportunities
  • Learning & Development Program
  • Referral Program
  • Daily Catered Lunches
  • Monthly Celebrations
  • Quarterly Offsite Events
  • Holiday Parties

Join Us!

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