
51 - 200 employees
Founded 2009
🏦 Banking
💳 Fintech
☁️ SaaS
🔥 Funding within the last year
💰 $225M Private Equity Round - SavvyMoney on 2025-10
Banking • Fintech • SaaS
SavvyMoney is a financial wellness and embedded fintech platform built for banks, credit unions, and fintechs. The company provides real-time credit score insights, monitoring and alerts, personalized pre-qualified offers, account opening and onboarding workflows, and analytics to drive deposit and loan growth. SavvyMoney integrates with core and digital banking systems (70+ integrations), is positioned as a B2B SaaS partner to financial institutions, and is used to increase engagement, personalization, and measurable ROI—reaching tens of millions of consumers.
🕒 September 9
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51 - 200 employees
Founded 2009
🏦 Banking
💳 Fintech
☁️ SaaS
🔥 Funding within the last year
💰 $225M Private Equity Round - SavvyMoney on 2025-10
Banking • Fintech • SaaS
SavvyMoney is a financial wellness and embedded fintech platform built for banks, credit unions, and fintechs. The company provides real-time credit score insights, monitoring and alerts, personalized pre-qualified offers, account opening and onboarding workflows, and analytics to drive deposit and loan growth. SavvyMoney integrates with core and digital banking systems (70+ integrations), is positioned as a B2B SaaS partner to financial institutions, and is used to increase engagement, personalization, and measurable ROI—reaching tens of millions of consumers.
• Lead, coach, and develop a large configuration team completing high-volume, technically complex work for multiple partner implementations • Build and maintain a capacity model to forecast team workload and identify over-allocation • Assign and balance work based on skill level, task complexity, and partner priority • Onboard new team members using a documented training plan • Set performance expectations, conduct regular one-on-one meetings, and report team gaps and development needs to leadership • Own configuration timelines and due dates for active implementations • Identify delays, dependencies, and risks; reduce them and escalate with recommended solutions • Track and report cycle time, throughput, rework, and on-time completion metrics • Coordinate with Implementation Managers, Engineering, and Product to sequence work and remove blockers • Define, document, and improve configuration processes, including intake, prioritization, peer review, validation, and handoff • Standardize repeatable work using templates, checklists, and automation • Facilitate retrospectives and convert findings into documented process changes • Build clear, accurate reports for leadership • Build stakeholder trust through accurate status reporting and reliable delivery • Act as expert user of Jira and Confluence, including workflows, custom fields, automation rules, JQL, filters, dashboards, and space setup • Define and enforce Jira ticketing standards • Maintain Confluence as the team's single source of truth with process guides, runbooks, standards, decision logs, and onboarding material
• BS/BA in a technical field such as Computer Science, Engineering, or Information Systems, or equivalent experience • 7+ years in technical project management, delivery management, or technical operations, including 3+ years managing a team of 10 or more people • Expert-level Jira and Confluence administration, including workflows, automation, JQL, dashboards, and space setup • Experience leading a distributed team across multiple time zones • Strong written and verbal English communication, including the ability to write a clear status report for senior leadership • Willingness to work hours that overlap U.S. Eastern Time, and to complete hands-on work alongside the team when needed • Experience with Online Banking platforms, Loan Origination Systems, or consumer lending and deposit products • Experience working with credit unions, banks, or fintech partners on implementation or onboarding
• Equity Compensation Package • Flexible Time Off (FTO) - take time off as needed to rest and recharge. • Medical, Dental, Vision – 100% premium paid for employee • Disability/Life Insurance • Opportunity for learning and career growth with a top Bay Area technology company • Reimbursement for remote work setup • Monthly stipend for phone and internet • Team building events, culture activities, all hands events • Paid time off to volunteer and serve the community • Half day Fridays • 401k matching contribution • Beautiful California East Bay offices in Dublin, CA
Apply Now🕒 September 9
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