Initiatives Manager

Role Overview

• Responsible for developing and executing the ProLender module expansion strategy
• Define the module roadmap, coordinate product launches
• Identify early adopter customers, enable adoption through technical and business enablement
• Drive expansion revenue through consultative selling and customer success
• Serve as a bridge between product, sales, customer success, and customers

Requirements

• 5+ years of SaaS expansion, account-based growth, or product marketing experience
• Proven track record of driving module/product adoption or upsell expansion within existing customer bases
• Experience in financial services, banking, fintech, or B2B software serving regulated industries
• Comfort with hands-on expansion selling; ability to lead customer conversations from discovery through ROI validation
• Strong project management and ability to coordinate across product, engineering, sales, and customer success teams
• Analytical mindset with ability to develop customer segmentation, ROI models, and adoption playbooks
• Excellent written and verbal communication; ability to simplify complex concepts for diverse audiences
• Ability to thrive with ambiguity and drive execution in a fast-moving environment

Benefits

• Medical, dental, vision insurance
• Basic life insurance
• Short/long term disability
• 401(k) participation (with company match)
• 10 days of vacation time
• Sick time based on state requirements
• 8 Company-paid holidays
• 2 personal holidays