
11 - 50 employees
Founded 2013
☁️ SaaS
💸 Finance
🏦 Banking
SaaS • Finance • Banking
FUNDINGO is a Salesforce-native lending operating system that helps lenders originate, underwrite, and service loans in a single intelligent platform. Built on Salesforce, FUNDINGO consolidates application intake, document collection, credit analysis, decisioning, payments, draws, disbursements and portfolio reporting into one CRM-based system, targeting CDFIs, mission-based lenders, banks, credit unions, small business lenders and commercial real estate lenders. The company emphasizes automation, compliance reporting, faster time-to-market for new loan products, and deep Salesforce integrations; it has won Salesforce Partner of the Year and Partner Innovation awards.
🔥 30 minutes ago
Where this job comes from
Posted on FUNDINGO's careers page, not through a job board
First seen by Remote Rocketship 30 minutes ago

11 - 50 employees
Founded 2013
☁️ SaaS
💸 Finance
🏦 Banking
SaaS • Finance • Banking
FUNDINGO is a Salesforce-native lending operating system that helps lenders originate, underwrite, and service loans in a single intelligent platform. Built on Salesforce, FUNDINGO consolidates application intake, document collection, credit analysis, decisioning, payments, draws, disbursements and portfolio reporting into one CRM-based system, targeting CDFIs, mission-based lenders, banks, credit unions, small business lenders and commercial real estate lenders. The company emphasizes automation, compliance reporting, faster time-to-market for new loan products, and deep Salesforce integrations; it has won Salesforce Partner of the Year and Partner Innovation awards.
• Lead the portfolio of active implementations and managed-services engagements, maintaining visibility into milestones, risks, dependencies, commitments, and next steps • Manage and coach project managers and implementation team members, setting expectations and holding owners accountable • Own capacity planning and resource allocation across project managers, implementation resources, and shared specialists • Establish and run delivery cadences, including portfolio reviews, project-health reviews, resource planning, and escalation management • Identify delivery risks early and step into at-risk projects or client escalations when needed • Standardize delivery practices including project planning, status reporting, action tracking, requirements handoffs, UAT, go-live, and post-launch transitions • Partner with Solutions & Enablement on product expertise and solution guidance • Collaborate with Sales on scoping, implementation feasibility, customer handoffs, and resource demand • Work with Product, Engineering, and QA to address technical dependencies, release risks, and delivery blockers • Strengthen scope and change-order management • Build documentation, tools, processes, and performance metrics for predictable, scalable delivery • Improve knowledge transfer to reduce dependency on individual subject-matter experts • Provide leadership with visibility into engagement health, ownership, risks, and milestones • Improve capacity forecasting, project cadence, escalation response, implementation predictability, managed-services prioritization, and cross-functional blocker resolution
• Experience leading a Professional Services, implementation, or client-delivery function within a complex SaaS or enterprise software environment • Direct responsibility for a portfolio of concurrent customer implementations • Experience managing project managers, implementation consultants, or similar client-delivery professionals • Strong capability in capacity planning, resource allocation, portfolio management, and prioritization • Working knowledge of requirements gathering, implementation planning, scope management, UAT, go-live, and post-launch support • Experience managing difficult client situations and coaching teams through delivery challenges • Ability to create accountability without becoming personally responsible for carrying every project • Track record of building practical operating processes that teams consistently use • Comfort working as both a strategic leader and hands-on operator in an evolving environment • Technical fluency to collaborate effectively with Product, Engineering, QA, and technical implementation teams • Clear communication, strong client presence, sound judgment, and consistent follow-through • Experience in lending, fintech, financial software, Salesforce, or other highly configurable enterprise platforms is valuable but not required • Legally authorized to work in the United States • Willingness to undergo a background check in accordance with local law/regulations • Hands-on experience owning Professional Services, implementation, or delivery for an external, paying customer base at a software/SaaS company • Hands-on experience with the Salesforce ecosystem • Direct experience managing a portfolio of concurrent software implementations or client engagements
• Competitive compensation package based on experience and market • Full-time role with significant growth potential as FUNDINGO scales • 100% of employee medical and dental premiums covered • 401(k) with maximum match, vested as you go • 15 paid holidays per year • Fully remote environment with a distributed team • Opportunity to work directly with company leadership and visibility into the broader business • Meaningful ownership and opportunity to build a growing function
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