Assesses project risks and builds mitigation strategies
Trains others in best practices and proper execution
Participates in building project plans and guides teams through key on-site activities
Works with Solutions Architects and Development to ensure suggested solutions are feasible
Acts as a liaison and manages expectations of key sponsors and client executive staff related to timing, functionality, and back-office requirements needed to support a successful go-live
Mentors PMs and trains other Implementation resources in areas of product expertise, case resolution, client communication, and process improvement
Supports case management and timely issue resolution by facilitating case reviews
Acts as subject matter expert in product features and functionality
Helps build requirements and solution design
Analyzes customers’ businesses and makes recommendations
Ensures that all security, availability, confidentiality, and privacy policies and controls are adhered to
Helps oversee testing and case resolution
Requirements
Bachelor’s degree in a related field and 5–7 years of experience in project management, financial services, or a similar consultative role
Familiarity with enterprise software deployment architecture and methodologies
Knowledge of effective business requirements practices and support methodologies
Experience with commercial lending, pricing solutions, or PrecisionLender is preferred but not required
Excellent written and oral communication skills with the ability to interface effectively with technical teams and non-technical FI senior management
Strong people and teamwork skills
Ability to remain calm, diplomatic, and cooperative under stressful conditions
Attention to detail, exceptional follow-through, and ability to prioritize, stay organized, and multi-task
Strong sense of urgency and enthusiasm for reaching goals and meeting deadlines
Ability to train individuals 1-on-1 and in a classroom environment
Passion for improving processes and commitment to customer satisfaction
Ability to travel up to 30% of the time
This position requires fluent written and oral communication in English.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Benefits
Health & Wellness
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs