The Project Manager at Peach will oversee the onboarding of clients onto the loan management platform, collaborating closely with Solutions Engineering and Customer Success teams.
At Peach, our goal is to improve the lending experience for everyone. We are doing this by offering a leading modern loan management and servicing platform that allows lenders to innovate, adapt and scale.
We are seeking a US based Project Manager. This role is a critical partner to Solutions Engineering who have ultimate responsibility for Peach’s implementation process and Customer Success who have ultimate responsibility for Peach’s relationship with our existing client base. Together as a team, Project Management and Solutions Engineering are responsible for onboarding clients onto Peach’s platform.
Responsibilities:
- Act as the primary point of contact internally and externally for new and existing customer implementations.
- Structure plan, milestones, and timeline for each implementation.
- Collaborate with clients to achieve buy-in and alignment on project timeline.
- Work directly with customers to remove blockers and ensure on-time project completion.
- Drive down completion time for repeatable projects.
- Identify opportunities for process and documentation improvement. Work with internal stakeholders to implement process improvement.
- Report on project timelines and proactively flag risks which could cause delays.
- Implement strategies and tactics to accelerate projects that are behind schedule and projects running ahead of schedule.
- Report to clients on implementation and major project progress, risks, and next steps.
- Tailor reporting to the audience – e.g., executive stakeholders, operations team members, product team members, etc.
- Proactively identify and document risks to project completion; work with clients to implement short term/long term plans to close gaps.
- Act as a good steward of internal engineering and product resources, balancing customer needs with internal teams’ bandwidth.
- Deliver progress reporting to client stakeholders via regularly scheduled project progress check in’s and ad hoc meetings.
- Recommend changes in process for Implementation and other critical internal and external-facing processes.
Qualifications / Experiences
- 5+ years experience working on software implementations in partnership with banks and/or FinTech companies in a project management, Solutions, or Implementation role. Product management experience in a similar industry would be considered as well.
- Demonstrated ability to deliver multi-month projects and/or implementations on time.
- Recommend process improvement to execute repeatable projects faster.
- Partner with stakeholders of varying technical and business acumen at varying levels within a client organization.
- Strong understanding of banking and fintech industry (retail banking, small business, deposits, lending, payments or card issuing).
- Bachelor’s degree or equivalent experience; a degree in Business Operations, Computer Science, or a related field is preferred.
Technical Skills
- This role needs to be familiar with API-driven architecture and software solutions.
- Ability to describe technical implementation concepts in plain english.
- Ability to use Postman, make API calls, interpret JSON output is a plus.
- This role does not need to know how to develop code or write software.
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