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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive project and program management expertise, particularly within the banking and fintech sectors, with a strong focus on effective communication, risk management, and collaboration across diverse teams. Proficient in utilizing project management tools and methodologies to drive successful project outcomes and continuous improvement initiatives.
Highest-signal resume keywords
Project Management Professional (PMP) Certification7+ Years of Project Management ExperienceProficiency with Smartsheet and Microsoft Office SuiteExperience with Vendor Evaluations and System SelectionsStrong Collaboration and Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementRisk ManagementChange ManagementRoot-Cause AnalysisResource ManagementProject PlanningScope ManagementProcess ImprovementDocumentation ManagementTime Tracking
Soft Skills
Interpersonal SkillsPresentation SkillsAnalytical SkillsOrganizational SkillsTeam-Oriented Mindset
Tools & Technologies
SmartsheetHubSpotMicrosoft Office SuitePowerPointExcelWordTeamsSharePoint
Certifications & Qualifications
Project Management Professional (PMP)
Industry Keywords
BankingFintechCredit UnionsPaymentsVendor Management
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Oversee and manage multiple conversion projects and programs to ensure alignment with client expectations, goals, and objectives
- Partner with Strategic Consultant(s) to manage program workstreams and ensure timely, effective completion of interconnected project activities
- Develop, implement, and maintain project plans, schedules, tools, and templates
- Manage project scope and coordinate cross-functional project activities among clients, Engage fi resources, and vendor partners
- Communicate program and project progress through reports, presentations, status updates, and action-item tracking
- Manage Statements of Work (SOW) scope and escalate risks, issues, scope changes, and schedule impacts as appropriate
- Communicate approved project or program changes to relevant stakeholders
- Escalate project risks and issues internally and collaborate with clients and Strategic Consultant(s) to develop and implement resolutions
- Facilitate approved modifications to program and project plans
- Provision, manage, and maintain project and program documentation and related tools, including Smartsheet, PowerPoint, Word, Excel, Teams, and SharePoint resources
- Assist with the development and enhancement of Engage fi best practices, project tools, internal procedures, and process improvements
- Support implementation, adoption, and utilization of new tools, technologies, and processes
- Create and maintain internal standard operating procedures
- Accurately track and record project hours worked using approved systems and tools
- Support the broader Consulting Services team with project, process, and operational needs as requested
- Contribute to continuous improvement initiatives that increase efficiency and provide value to internal and external stakeholders
- Travel 10–20% based on client and business needs
Requirements
What you’ll need- Bachelor’s degree in Business Administration or a related field; equivalent experience may be considered
- Minimum of 7+ years of project and/or program management experience within credit unions, banking, payments, fintech, or related vendor industries
- Experience supporting vendor evaluations, system selections, conversions, or related consulting engagements preferred
- Experience working with enterprise-level software applications and project management methodologies
- Project Management Professional (PMP) certification preferred
- Proficiency with Smartsheet, HubSpot, resource management applications, Microsoft Office Suite, and related business software
- Strong collaboration skills across all organizational levels
- Excellent interpersonal, presentation, and professional communication skills
- Ability to listen, analyze information, develop recommendations, and effectively present solutions
- Ability to work independently in a peer-review environment while championing project management best practices
- Effective change management, risk management, and resource management skills
- Highly adaptable and comfortable working in a fast-paced, dynamic environment
- Strong written and verbal communication skills with the ability to produce clear, concise business correspondence
- Advanced problem-solving skills with a focus on root-cause analysis
- Ability to manage multiple priorities and competing demands effectively
- Self-motivated, highly organized, and committed to delivering quality results
- Team-oriented mindset with empathy, professionalism, and a collaborative approach
- Prolonged periods of sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
Benefits
Comp & perks- Competitive pay
- Incentive programs
- 401k matching
- Unlimited time off plus 11 paid holidays
- Medical, dental, and vision health plans with FSA or HSA options
- Opportunities to volunteer and give back to the communities we serve
- Paid remote work expenses
- Career development, trainings, continuous learning, and employee recognition
- Team engagement events and activities
- Culture of growth and continuous improvement
- Bonus
