Lead banking and payments transformation engagements from initiation through delivery. Manage project execution across payments, AML, and transformation programs; serve as the primary client contact; coordinate cross-functional teams; ensure timelines, quality, and outcomes; and drive stakeholder alignment and reporting.
This is a remote position.
Lead client engagements end-to-end, ensuring successful delivery of banking and payments transformation projects.
Key Responsibilities
-
Manage project delivery across payments, AML, and transformation programs
-
Serve as the primary client interface
-
Coordinate cross-functional teams
-
Ensure timelines, quality, and outcomes are met
-
Drive stakeholder alignment and reporting
Requirements
-
10–15 years experience in consulting or financial services
-
Strong project and stakeholder management skills
-
Experience delivering large-scale banking transformation projects
Key Skills
Project Management | Stakeholder Management | Delivery | Consulting
Similar Jobs
Artificial Intelligence • Digital Media • Information Technology • Software
Manages Engagement Coaches and customer service center operations, including team performance, quality monitoring, scheduling, coaching, hiring, development, employee relations, escalated customer issues, and compliance. Sets goals, evaluates performance, communicates policies, improves service and sales results, and supports operational projects. Requires a bachelor’s degree or equivalent experience and 2–5 years of related experience.
Top Skills:
MS Office
Artificial Intelligence • eCommerce • Logistics • Retail
Manage a portfolio of strategic and enterprise customers through onboarding, adoption, operational improvement, efficiency, and growth. Lead account cadences, monitor customer health, identify risks, conduct business reviews, and coordinate Support, Solutions Consulting, Engineering, and Sales. Bring relevant product and AI capabilities to customers, surface expansion opportunities, and ensure accounts achieve measurable outcomes.
Top Skills:
Ai ToolsDashboardsSpreadsheets
Marketing Tech • Professional Services • Analytics • Business Intelligence
Leads strategic Revenue Operations engagements for complex clients, serving as the primary contact for C-level go-to-market executives. Responsibilities include managing customer journeys, guiding Salesforce and HubSpot audits, designing workflows with technical consultants, leading cross-functional teams, overseeing project delivery, analyzing operational and sales data, and presenting actionable recommendations to improve efficiency and client satisfaction.
Top Skills:
AsanaHubspotJIRAMicrosoft ProjectSalesforceTrello
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
