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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading enterprise SaaS implementations and managing project lifecycles, with a strong focus on client relationship management and effective communication. Capable of solving complex data integration challenges and adapting to team needs while ensuring project objectives are met.
Highest-signal resume keywords
Enterprise SaaS ImplementationsProject ManagementFinancial Services ExperienceStakeholder Relationship ManagementData Integration Solutions
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 Lifecycle ManagementData IntegrationWorkflow AutomationTechnical ArchitectureAPI IntegrationContingency PlanningProcess ImprovementClient Requirements AnalysisExecution of Project PlansRisk Mitigation
Soft Skills
Strong Communication SkillsOrganizational SkillsMultitaskingRelationship-OrientedSelf-Sufficient
Certifications & Qualifications
Bachelor's Degree or Higher
Industry Keywords
FinTechEnterprise ClientsHigh ARR ClientsStakeholder CollaborationSales-to-Service Transition
About the role
Key responsibilities & impact- Onboard new client firms and serve as a subject matter expert and point of contact
- Lead enterprise onboarding and multi-million-dollar FinTech implementations from technical architecture through go-live
- Solve data integration, custodial API, and workflow automation challenges alongside financial engineers
- Balance Smartleaf and client objectives
- Collaborate with internal and external stakeholders
- Execute defined project plans
- Understand client requirements and objectives and translate them into actionable project plans
- Manage the project lifecycle from sales-to-service transition through planning, execution, monitoring, and closure
- Establish and maintain internal and external stakeholder relationships
- Partner with internal specialists to execute project plans
- Set expectations and hold teams accountable for deadlines and deliverables
- Report project status, progress against plan, and hours spent
- Identify issues, mitigate risks, and develop contingency plans
- Document lessons learned and recommend process improvements
- Adapt responsibilities based on team needs and contribute as an integral member of the organization
Requirements
What you’ll need- Bachelor's degree or higher in a related field required
- 5+ years of experience with enterprise SaaS implementations or project management
- Prior experience in Financial Services or FinTech preferred
- Experience with enterprise clients and high ARR clients preferred
- Organized and able to multitask and prioritize competing demands
- Strong communication skills
- Self-sufficient and able to work independently
- Personable and relationship-oriented
- Comfortable working with internal and external stakeholders, including executives
- Eager to learn and grow
- Must have current and ongoing authorization to work in the United States without sponsorship
- Smartleaf cannot provide visa sponsorship or transfer now or in the future
Benefits
Comp & perks- Comprehensive health, dental and vision insurance with 100% of premium and deductible covered for employees and family (copays apply)
- SIMPLE IRA with 4% company match
- Four weeks PTO + NYSE holidays
- Flexible work-from-home policy
- Casual dress code
- Beautiful office space within a 15-minute walk of 4 subway lines and commuter rail
- Office shower for bike commuters
- Stocked kitchen with breakfast and lunch options
- Espresso machine
- All team meetings are by video conference for remote employees
- Team communication via messaging stream, Google Meet, and Zoom
