The Lead Delivery Manager will own the end-to-end planning and execution of Bank Pro implementations, coordinating across engineering, product, and partner teams. They are responsible for managing project scope, schedules, and risks while maintaining clear communication with internal leadership and external bank partners.
Manage the end-to-end customer relationship for a defined book of business, including onboarding, adoption, and renewal processes. Collaborate across internal teams to drive customer value and serve as the voice of the customer for product enhancements.
Lead end-to-end client engagements by gathering requirements, designing solutions, and managing implementation timelines. Act as the primary point of contact for configuration work while contributing reusable templates and playbooks to the practice.
The Customer Success Manager will own the end-to-end customer relationship, including onboarding, adoption, and renewals for a defined book of business. They will collaborate across internal teams to identify revenue opportunities and act as a trusted advisor to help customers achieve their business goals.
The role involves monitoring and responding to security alerts across cloud and endpoint tooling while managing the corporate hardware fleet and IT infrastructure. It also requires partnering with stakeholders to develop internal IT solutions and promoting a culture of security awareness.
Act as the technical lead in the enterprise sales process by translating complex treasury requirements into compelling product demonstrations. Manage the end-to-end technical sales cycle, including discovery, POCs, and RFP responses, while providing product feedback to the engineering team.
