Description
About the Role:
The Principal Implementation Project Manager - Financial Products is a seasoned SaaS onboarding project management and delivery professional, with deep experience in customer spend management techniques for Enterprise and Mid-Market level customers and customer value realization. As an integral member of the Motive Card cross-functional team, you will serve as a player-coach to other onboarding project managers, providing day-to-day oversight of the inclusive upmarket Customer Motive Card onboarding project portfolio. This role will own the successful achievement of all established Card Practice OKRs (cards activations and attainment) and ensure delivery execution excellence.
What You'll Do:
- Own Card Onboarding Practice quality of execution including all OKR achievement, and successful completion of Motive Card Customer Implementation projects for Motive Cards clients throughout their lifecycle
- Dotted-line management responsibility over other Motive Card onboarding project managers providing day-to-day project-level oversight
- Work closely with the Card Sales teams following established Standard Operating Procedures (SOPs) to ensure a smooth transition from sales-to-onboarding occurs
- Ensure all customer onboarding value metrics (e.g. card activations and usage) are realized within established deployment timelines
- Attend and actively participate in weekly, monthly, and quarterly Motive Card pipeline, activation, and spend readout sessions
- Assist with customer escalations and take ownership of in-flight product and process related obstacles that occur, providing objection handling and action plans for quick resolution
- Work closely with Motive Card Product teams, Motive Sales, and the customer to ensure product customer-initiated product enhancement requests are captured and socialized to key Motive stakeholders
- Assist Motive Professional Services and Motive Product with the Card Customer Integration strategy and project-level Integration deployment planning and execution
- Work closely with Motive Risk team to support Know Your Customer (KYC) and Know Your Business (KYB) processes as needed
- Work with Motive Card fulfillment partner(s) as needed to ensure efficient and timely distribution of Motive Cards to the customer
- Assist Motive Card sales with securing customer and prospect legacy card transaction data and files
- Assist in delivering Motive Card customer dashboard training and ongoing customer enablement sessions
- Own Card resource management: staffing, capacity planning, and utilization reporting for all Card-related Project Managers
- Follow continuous improvement best-practices in terms of project documentation quality, and archiving project-level artifacts in a common Card Knowledge-base
- Ensure all Card projects and resource time tracking are managed meticulously for accuracy in Motive’s PSA tool
- Provide detailed, timely and accurate project-level metrics for all in-flight Card Onboarding projects (% complete, project health, project status)
What We're Looking For:
- MBA required
- 10+ years of customer-facing SaaS project management experience implementing financial products that process spend transactions
- 3+ years of direct industry experience at a company that provides a corporate card or business card offering
- 3+ years of leadership/management experience (at least one year of managing direct reports (not dotted line); 3 years a plus)
- Exceptional communication (both verbally and written) skills – presentation and interpersonal
- Excellent time management and organizational skills
- Excellent technical skills and understanding of integrations to financial systems required
- Understanding of accounting principles, terms and month-end closing and reconciliation processes required
- Ability to travel to customer sites required (approx. 20%)
- Must reside in the in Continental US (preferred location Western part of USA but will consider all of USA)
- Fleet Management, Telematics, Safety, and Compliance experience with an IoT Vendor a plus
