Project Manager

Company and role

Project planning and execution

• Assess implementation risks, guide technical integration, support problem-solving, and coordinate internal resources to resolve customer issues.
• Coordinate timelines, tasks, and development with engineering and customer teams to keep implementations on schedule.
• Identify risks and blockers, manage multiple projects, and build scalable delivery processes.
• Serve as the client-facing point of contact and report timelines, tasks, deliverables, and project status.
• Track milestones, budgets, and performance indicators; update timelines and prepare reports.
• Gather, document, and verify customer requirements using meeting notes, checklists, and intake forms.

Bank onboarding and process management

• Coordinate post-contract overview sessions, communication workflow mapping, and customer support processes.
• Support customer training materials and articles, contribute lessons to the internal knowledge base, and maintain product knowledge.
• Monitor project tasks and hours, align with Finance and Accounting on revenue recognition practices, and share product feedback with Product and Engineering.

Required qualifications

• Diploma in Business Administration or equivalent.
• Approximately two to three years of project management experience and at least one year of hands-on SaaS implementation experience.
• Maintain high-quality service delivery and documentation; work independently and with a team in a fast-paced, deadline-driven startup.
• Strong written and oral communication and presentation skills, including explaining complex technical information clearly.
• Strong analytical skills to model business requirements, solve problems, and recommend best practices.

Preferred experience

• Experience with Wrike, Jira, or Confluence is preferred.
• Experience with payments and API integrations is preferred.
• Experience with accounting systems is preferred.

Business