Implementation Project Manager - Mortgage

MeridianLink provides mortgage, banking, and financial technology solutions. The Implementation Project Manager leads end-to-end implementations of mortgage loan origination systems, point-of-sale systems, and core banking integrations, serving as the primary customer contact from project kickoff through go-live and transition to support. The role manages project plans, timelines, risks, escalations, stakeholder communication, and cross-functional delivery activities.

Responsibilities:

• Schedule and lead major milestone meetings including the project kick-off, project charter review call, project closure, and other customer-facing meetings as required
• Create and maintain project plans, resource assignments, milestones, and timelines using approved project management tools, including Smartsheet
• Serve as the primary point of contact for customers throughout the implementation lifecycle and maintain timely, professional communication regarding project status, risks, decisions, and next steps
• Drive customer engagement and accountability by monitoring deliverables, action items, dependencies, and readiness activities needed to maintain project momentum
• Serve as the initial point of contact for project escalations and coordinate resolution efforts with cross-functional MeridianLink resources and leadership as needed
• Lead and coordinate project activities with Implementation Analysts (IAs) and other cross-functional MeridianLink resources to support successful project delivery
• Identify, evaluate, document, and communicate project risks, issues, delays, and scope-related concerns to stakeholders and leadership
• Track and manage implementation-related cases and project administration activities within approved systems, including Salesforce, as applicable
• Provide regular project status updates, portfolio health updates, and escalation reporting to Services Program Management
• Maintain internal project management procedures, templates, and operational documentation and recommend process improvements to improve consistency, efficiency, and successful customer outcomes

Requirements:

• Demonstrated capacity to manage multiple complex implementation projects concurrently while balancing competing priorities, timelines, and stakeholder needs
• Demonstrated ability to manage customer expectations, facilitate change management, identify and communicate project risk, and communicate effectively verbally and in writing with both customer and internal stakeholders
• Strong organizational skills with the ability to maintain accurate project plans, documentation, action items, and status reporting across multiple concurrent projects
• Demonstrated ability to work collaboratively in a cross-functional team environment while adapting to changing priorities, project demands, and business needs
• 3-5 years of relevant experience, specifically leading enterprise software deployments
• Experience utilizing enterprise project management tools
• Specific experience with Smartsheet is preferred
• Familiarity with the mortgage industry, mortgage origination software, or financial technology solutions is a strong differentiator but not required
• Experience incorporating AI-powered tools, such as Claude or Microsoft Copilot, into project management, customer communication, documentation, or operational workflows is a plus