Lead client implementations from contract handoff through go-live
Serve as the primary point of contact for assigned client accounts
Build and maintain trusted relationships with client stakeholders
Develop and manage project plans, timelines, milestones, risks, and dependencies
Coordinate cross-functional resources to ensure successful delivery
Manage scope, change requests, and implementation communications
Ensure implementations align with contractual, regulatory, and security requirements
Own post-implementation initiatives, enhancements, and platform expansions
Manage client requests, prioritization, and expectations across multiple concurrent engagements
Facilitate regular client check-ins, business reviews, and roadmap discussions
Act as a client advocate internally
Monitor platform adoption, usage, and key performance indicators
Identify risks to delivery or satisfaction and drive resolution
Understand applicable financial services regulations impacting clients (e.g., payments, banking, data security)
Ensure client activities align with company policies, risk controls, and compliance requirements
Escalate potential compliance, operational, or reputational risks appropriately
Contribute to continuous improvement of implementation methodologies, documentation, and client-facing processes
Maintain accurate client records, project documentation, and status reporting

Requirements

4+ years of experience in client-facing roles such as Engagement Manager, Project Manager, Account Manager, or Customer Success Manager
Experience managing complex implementations or projects in a SaaS environment
Strong project management skills, including timelines, dependencies, and stakeholder coordination
Excellent written and verbal communication skills
Proven ability to manage multiple clients and priorities simultaneously
Comfort working with technical, operational, and compliance stakeholders
Preferred Qualifications:
Experience in fintech, payments, banking technology, or regulated SaaS
Familiarity with APIs, data integrations, or platform-based products
Experience working with financial institutions and enterprise clients
PMP, CSM, or similar certification

Benefits

Medical, dental, vision insurances
Unlimited paid time off
401k plan w/ company match

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

project managementSaaSAPIsdata integrationsimplementation methodologiesrisk managementchange managementperformance indicatorsclient documentationstatus reporting

Soft Skills

communicationrelationship buildingstakeholder coordinationprioritizationproblem solvingclient advocacycross-functional collaborationadaptabilityorganizational skillscontinuous improvement

Certifications

PMPCSM