GPL Change Implementation Consultant, Payables
Wells Fargo
Implementation Manager
DealMaker
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Act as the project manager for Regulation CF and A+ issuer launches, overseeing timelines, deliverables, and critical milestones.
- Drive accountability across issuers, Account Managers, and internal stakeholders to ensure all launch deadlines are met.
- Use onboarding tools, pipelines, and portals to track progress, monitor dependencies, and maintain visibility across all active deals.
- Regularly update issuers with clear communication on next steps, outstanding items, and project status.
- Anticipate and surface potential roadblocks before they impact timelines.
- Escalate issues to the Account Manager or internal stakeholders (Compliance, Marketing Services, Legal, Ops, Product) for fast resolution.
- Proactively flag external challenges such as delayed financials, incomplete disclosures, or third-party dependencies that could delay launch.
- Develop contingency plans when projects fall off track to protect delivery deadlines.
- Partner closely with Account Managers, ensuring issuers experience a seamless handoff from sales through onboarding and into live operations.
- Work with Product and Engineering teams to identify and remove system or tooling gaps that may impact onboarding timelines.
- Collaborate with Ops on deck creation, reporting, and milestone tracking to ensure consistent and accurate client-facing materials.
- Act as the primary point of contact for issuers on onboarding and execution-related questions.
- Guide issuers through their launch checklist, ensuring they understand what is required, when it’s due, and how to complete each step.
- Maintain professional, proactive communication to instill confidence and keep issuers engaged throughout onboarding.
- Leverage DealMaker’s onboarding systems, CRM, and AI-driven dashboards to stay organized and efficient.
- Maintain accurate project data to support reporting, capacity planning, and departmental forecasting.
- Provide structured feedback on onboarding processes and tools, contributing to continuous improvement and automation.
Requirements
- 3+ years of experience in project management, client delivery, or operations (preferably in fintech, SaaS, or financial services).
- Exceptional organizational skills with the ability to manage multiple concurrent projects and competing priorities.
- Strong communication and cross-departmental collaboration skills.
- Client-facing professionalism with a customer-first mindset.
- Comfort with project management tools, CRMs, and reporting systems.
- Proactive problem-solver who thrives in deadline-driven environments
Benefits
- Competitive compensation with the opportunity to earn equity—get into a growth company on the ground floor
- A diverse & distributed team of doers, innovators, and experts
- Shared employee benefit plan (medical, vision, & dental)
- Strong autonomy with support from leadership
- Annual learning support
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementclient deliveryoperationsreportingcapacity planningcontingency planningonboarding processesmilestone trackingdata managementautomation
Soft skills
organizational skillscommunication skillscross-departmental collaborationclient-facing professionalismcustomer-first mindsetproactive problem-solvingability to manage multiple projectsdeadline-driven mindsetanticipation of roadblocksclear communication
