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About the role
Key responsibilities & impact- Client Relationship Management: Support client engagement activities including status reviews, roadmap walkthroughs, and scheduled check-ins for an assigned set of financial institution clients on the Digital One platform.
- Build working relationships with client stakeholders at the operations and project management level, with exposure to senior client contacts over time.
- Identify client satisfaction risks and escalate proactively with supporting context to the delivery and account teams.
- Support maintenance of the Digital One product roadmap for assigned client segments, capturing client-specific needs and escalating prioritization tradeoffs to senior product leadership.
- Document client pain points and feature requests as well-structured product requirements and user stories.
- Partner with program and delivery partners to ensure on-time, on-scope delivery of client-committed features and enhancements.
- Coordinate with program and delivery partners to track progress on client-committed features and flag risks to timelines early.
- Maintain accurate visibility into client-facing release schedules and communicate updates clearly to internal and client stakeholders.
Requirements
What you’ll need- 5+ years of project management experience, with at least 4 years in banking, financial services, or fintech.
- Demonstrated experience working directly with financial institution clients in a client-facing or embedded PM capacity.
- Working knowledge of digital banking platforms, online/mobile banking, or core banking concepts.
- Comfortable managing client relationships and participating in client-facing conversations with supervision and support.
- Familiarity with agile product delivery methodologies (Scrum, SAFe, or equivalent).
- Clear written and verbal communication skills; able to prepare client-facing materials and meeting summaries.
- Ability to work across teams and follow through on cross-functional commitments.
- Bachelor’s degree in Business, Finance, Computer Science, or a related field; or equivalent professional experience.
Benefits
Comp & perks- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project managementdigital banking platformsonline bankingmobile bankingcore banking conceptsagile product deliveryScrumSAFeproduct requirementsuser stories
Soft Skills
client relationship managementcommunication skillscross-functional collaborationrisk identificationstakeholder engagementproblem-solvingdocumentationrelationship buildingclient satisfaction managementteam coordination