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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading complex SaaS implementations for enterprise lending clients, with a strong focus on project management, client communication, and process improvement. Proficient in leveraging project management tools and methodologies to deliver measurable client outcomes in financial services.
Highest-signal resume keywords
SaaS ImplementationProject ManagementClient CommunicationProcess ImprovementLending Workflows
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Enterprise Software ImplementationAgile MethodologyWaterfall MethodologyRisk IdentificationImplementation RoadmapsCompliance TrackingLoan AdministrationDraw Management
Soft Skills
Relationship ManagementCollaborationGuidance
Tools & Technologies
Project Management ToolsCRM SystemsAnalytics PlatformsAI Tools
Industry Keywords
Financial ServicesFintechB2B SoftwareCommunity BankCredit Union
About the role
Key responsibilities & impact- Lead complex implementations for enterprise lending clients, managing project scope, risk, and timelines
- Conduct discovery and planning sessions with senior client stakeholders
- Translate business goals and lending workflows into implementation roadmaps
- Manage escalations and resolve high-impact client issues
- Identify process improvements and standardization opportunities
- Document repeatable solutions and share them with the broader team
- Collaborate with Sales, Product, and Engineering on cross-functional initiatives
- Track and communicate implementation metrics, insights, and lessons learned
- Support junior implementation managers through guidance and work review
- Leverage AI tools for project planning, client communication, and risk identification
- Deliver successful go-lives, client adoption outcomes, process improvements, and implementation playbooks
Requirements
What you’ll need- 2–4 years of experience in SaaS implementation, professional services, or enterprise project delivery — ideally in financial services, fintech, or a complex B2B software environment
- Proven ability to deliver complex, concurrent client implementations on time and to a high standard, with examples of measurable client outcomes
- Strong client communication and relationship management skills
- Track record of identifying process improvements that made implementations faster, more consistent, or more successful
- Solid understanding of construction finance and lending workflows — draw management, lien waivers, compliance tracking, loan administration
- Experience with enterprise software implementation methodologies (Agile, Waterfall, or hybrid approaches)
- Comfort with project management tools, CRM systems, and analytics platforms; ability to learn new tools quickly
- Preferred: Experience working in or closely with a community bank or credit union
- Preferred: Familiarity with lending operations, construction lending, draw management, or loan administration
- Preferred: Experience supporting software implementations, client onboarding, customer success, professional services, or complex cross-functional projects
Benefits
Comp & perks- Equity in the form of stock options
- Market-current medical, dental and vision coverage
- Unlimited PTO policy / uncapped vacation [US ONLY]
- Other benefits
- Competitive benefits
- Learning Grant program to support ongoing professional development
- 401k with match and expedited vesting [US ONLY]
- Company gatherings, such as Connect Week
- Reasonable accommodations for qualified individuals with disabilities
