Serve as the main point of contact for assigned banking clients, building and maintaining trusted relationships with key stakeholders, including senior executives.
Understand clients’ business objectives, challenges, and strategic goals to align our software solutions with their needs.
Proactively address client concerns, provide timely solutions, and ensure a high level of client satisfaction and trust.
Act as a client advocate within the company, ensuring client feedback is communicated and considered in product development and service improvements.
Own program-level delivery oversight, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-side resources.
Monitor and manage project timelines, budgets, and deliverables to meet or exceed client expectations.

Bachelor’s degree in Business, Finance, or a related field; a Master’s degree is a plus.
3-6+ years of experience in client leadership, program management, engagement management, or implementation delivery in SaaS, fintech, or financial services technology.
Executive presence and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value.
Proven track record of leading multi-phase, large projects involving technical implementation, stakeholder management, and post-launch support.
Proficiency in project management and the ability to coordinate cross-functional teams.
Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades preferred.
Strong knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments.
Proven experience in project delivery methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project or Smartsheet and Salesforce.
Analytical mindset with strong problem-solving skills and attention to detail.
Ability to travel as needed to meet with clients and attend industry events.

Client Engagement Manager

Key skills