TreviPay

Project Manager

• Overseeing the planning, execution, and delivery of various projects while under general supervision
• Ensuring alignment with our strategic goals, client expectations, and contractual timeframes
• Leverage project management best practices to lead and manage domestic and international projects from initiation to completion
• Develop and manage detailed project plans, including scope, objectives, timelines, and resource allocation
• Ensure compliance with company policies
• Demonstrate ownership of project deliverables
• Proactively monitor project progress and identify potential risks along the critical path
• Collaborate with the cross-functional teams to implement mitigation strategies to ensure minimal disruption to project timelines
• Build and enhance positive working relationships with clients and internal stakeholders
• Communicate project status, updates, and issues to stakeholders, including senior management and clients
• Mentor and coach Project Coordinators in process and quality relevant to day-to-day tasks and procedures
• Provide updates for change management initiatives, project management, and program implementation

Account Manager

• Manage a complex web of relationships with key stakeholders, up to the C-suite, championing the overall customer strategy for enterprise business outcomes
• Master and maintain deep knowledge of each client’s competitive landscape, including understanding of client’s addressable, serviceable and target markets
• Analyze market trends and translate into tangible business outcomes
• Monitor and communicate internally and externally news and/or trends related to clients
• Identify and map the customer business and gain insight on value, addressing customer priorities, needs, and objectives
• Ensure alignment of team and extended stakeholders across the company to customer requirements and deliverables; serve as an escalation path for client issues and ensure prompt and accurate resolution
• Maintain a cadence of business reviews to monitor relationships, discuss product evolution, continuous improvement, expansion opportunities, contractual performance, and growth initiatives
• Achieve or exceed revenue and profitability goals, perform annual budgeting and maintain a working revenue forecast
• Derive Strategic Account Plans from client Go-to-Market/commercial strategies and maintain multi-year strategic plans for retention and growth
• Lead day-to-day management and optimization of program growth plans; lead proposal development, contract negotiation and implementation for white space opportunities
• Act as keeper of program contracts: facilitate renewals/renegotiations, draft and manage amendments, and monitor contract compliance
• Understand and accurately communicate TreviPay solutions and processes; contribute to product steering and process improvement
• Embrace account management best practices and leverage company-sponsored tools and training (goal-setting, account planning, task management)
• Develop presentations for training, conferences and internal updates and represent TreviPay professionally
• Up to 40% travel and support/mentor new and less experienced AM team members
• Demonstrate mastery level conflict resolution and organizational navigation

Senior Strategic Account Manager

Director

• Identify current state risk management activities and governance structure, lead the formulation of the required / desired state based upon best practices, regulatory requirements, and company’s growth and risk appetite.
• Develop, document, implement, and maintain comprehensive credit risk policies aligned with the company’s goals. Policies may vary by country, sector, or program.
• Regularly assess policies to reflect business evolution, regulatory changes, or market conditions.
• Identify opportunities to safely expand credit parameters.
• Provide guidance on policy interpretation and implementation.
• Participate in internal and external audits related to credit risk aspects of business.
• Participate, as the policy leader, in the development and expansion of company’s credit risk management infrastructure as well as various enterprise risk management programs.
• Develop and execute training programs for underwriters to maintain consistency, risk alignment, and credit skills development.
• Conduct regular audits and quality assessments of underwriter work product.
• Working with Underwriting Segment Leaders, monitor discretionary credit authority limits of all holders, review their performance, and recommend changes to individual credit limits where appropriate.
• Experienced in holding $5 Million in commercial credit authority.
• Skilled in evaluating the creditworthiness of potential applicants and existing borrowers by analyzing financial data, credit reports, payment histories, as well as understanding sector specific risk trends to determine final credit decisions on larger applicants / households.
• Lead quarterly program and portfolio assessment, working with various stakeholders, for presentation to executive leadership team.
• Ensure compliance with applicable state and federal credit regulations and preparing detailed reports for executive management regarding compliance.

Head of Credit Risk Policy, Senior Director

• We are seeking a highly motivated and experienced Project Manager to join our team. The ideal candidate will have a background in domestic and international project management within the financial technology sector and a proven track record of successfully delivering projects on time and within budget.\n• As a Project Manager, you will be responsible for overseeing the planning, execution, and delivery of various projects while under general supervision, ensuring alignment with our strategic goals, client expectations, and contractual timeframes.\n• Essential Duties and Responsibilities\n• Project Planning and Execution: Leverage project management best practices to lead and manage domestic and international projects from initiation to completion, ensuring timely delivery and adherence to budget, often navigating multiple projects concurrently \n• Develop and manage detailed project plans, including scope, objectives, timelines, and resource allocation \n• Ensure compliance with company policies \n• Demonstrate ownership of project deliverables \n• Proactively monitor project progress and identify potential risks along the critical path \n• Collaborate with the cross-functional teams to implement mitigation strategies to ensure minimal disruption to project timelines, while communicating the same \n• Thoroughly understand the technology and operational processes to evaluate stakeholder requests and determine what is reasonable or possible \n• Relationship Management: \n• Build and enhance positive working relationships with clients and internal stakeholders \n• Schedule and facilitate meetings with internal and external cross-functional teams, including, but not limited to, software development, product management, marketing, account management, credit and risk, and customer support \n• Communicate project status, updates, and issues to stakeholders, including senior management and clients \n• Demonstrate solid organization, management, and relationship skills consistent with TreviPay’s core values of Tenacity, Ingenuity and Empathy. \n• Travel: \n• Minimal travel as needed \n• Desired Strengths and Experience: \n• 2+ years of successful client-facing project delivery \n• Excellent relationship builder \n• Proactive, strategic thinker \n• Excellent written and oral communication skills \n• Highly organized, detail-oriented, and responsive \n• Ability to prioritize tasks and problem-solve on the fly \n• Self-motivated AND able to motivate others \n• Competitive spirit \n• Aware of and capable of navigating cultural differences \n• Able to influence behavior in a matrix environment, across multiple functions within TreviPay and with the client \n• Experience with understanding contracts \n• Professional demeanor; exerts a positive influence on those around him/her. \n• Ability to provide and receive constructive feedback \n• Ability to multitask and effectively prioritize work to meet both internal and external commitments \n• Required Qualifications: \n• 4-year university degree or related field experience required \n• Mastery-level knowledge of Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Project \n• Preferred Qualifications: \n• PMP or equivalent project management certification \n• Fluency in multiple languages a plus

Project Manager

Senior Strategic Account Manager

Head of Credit Risk Policy, Senior Director

Senior Project Manager