Client Implementation Project Manager

Job not on LinkedIn

October 29

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

+5 more states

🌵 Arizona – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote

💵 $65k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👷‍♀️ Project Manager

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FINBOA

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SaaS • Banking • Fintech

FINBOA is a SaaS provider of compliance-first dispute management and back-office automation for community and regional banks and credit unions. The company offers automated solutions for Reg E dispute tracking, payment disputes, treasury onboarding, exception management, and digital process automation that integrate with digital banking systems to reduce processing time, write-offs, and compliance risk while enabling touchless or policy-driven decisioning.

11 - 50 employees

Founded 2016

☁️ SaaS

🏦 Banking

💳 Fintech

📋 Description

• Lead Implementation Projects: Serve as the primary point of contact for client implementations, overseeing project plans, timelines, and deliverables. • Collaborate with Financial Institutions: Work closely with banks and credit unions to ensure successful adoption of FINBOA’s solutions, aligning with client goals and compliance requirements. • Facilitate Communication: Act as a bridge between technical teams and clients, ensuring clear and actionable communication without requiring deep technical explanations. • Provide Expertise: Guide clients in configuring workflows, understanding Reg E dispute management processes, and maximizing the value of our platform. • Drive Client Success: Build strong relationships with clients, delivering exceptional service and ensuring project success. • Improve Processes: Develop and refine implementation methodologies and templates to optimize efficiency and outcomes.

🎯 Requirements

• Bachelor’s degree or equivalent experience in project management • 3+ years of experience in project management, preferably in SaaS, software consulting, or financial services • Familiarity with banking or credit union operations, particularly Reg E dispute management • Proficiency in Google Workspace tools (Gmail, Sheets, Docs); experience with Asana is a plus • Strong written and verbal communication skills, with the ability to engage diverse audiences • Demonstrated ability to manage multiple projects, prioritize effectively, and resolve challenges quickly • A proactive attitude and a track record of significant career growth. • Experience working directly within a bank or credit union (preferred) • Familiarity with automation software or legal operations processes (preferred) • Exposure to dispute management workflows or compliance processes (preferred)

🏖️ Benefits

• IRA with company matching • Wellness resources • Bonus based on performance • Dental insurance • Health insurance • Opportunity for advancement • Paid time off • Training & development • Vision insurance