Lead and mentor a team of project manager professionals, providing clear direction, coaching, and support throughout client onboarding engagements.
Oversee the planning and execution of onboarding projects, ensuring that product delivery aligns with project milestones, scope, and client expectations.
Develop and refine delivery processes and onboarding playbooks, using Agile frameworks and service delivery metrics to drive predictability and repeatability.
Collaborate cross-functionally with Sales, Product, Client Experience, and Engineering to manage the transition from prospect to implementation and from onboarding to support.
Serve as a subject matter expert on Lumin’s onboarding methodology, delivering guidance to internal teams and client stakeholders throughout the implementation lifecycle, and potential clients.
Manage team capacity, program forecasts, and resource planning, identifying risks and resolving constraints that could impact service delivery.
Build and maintain strong relationships with clients, engaging through meaningful touchpoints and ensuring their onboarding experience reflects Lumin’s values and standards.
Continuously evaluate team performance and delivery outcomes, driving improvement initiatives and contributing to the Services organization’s growth.
Requirements
Bachelor’s degree in Business, Technology, or a related field required.
MBA or Master’s degree in a related discipline preferred
10 years of experience in FinTech, SaaS, or enterprise software delivery, with a focus on client onboarding, implementation, or services operations required.
3 years of people management experience, including performance management, coaching, and team development preferred.
Proven track record of working with distributed teams and external enterprise clients in a client-facing capacity.
Applicant Tracking System Keywords
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