Note: The job is a remote job and is open to candidates in USA. Branch is on a mission to empower workers with financial freedom by providing accessible financial services. As a Strategic Program Manager, you will lead strategic initiatives and manage customer relationships to deliver exceptional solutions and experiences.
Responsibilities
- Client Relationship Management for Design Partners: Lead the client-facing aspects of product launches for design partners. Act as the customer’s primary point of contact, serve as project manager, fostering collaboration between clients and internal teams to bring new features or products to market
- Project Management for Partner Integrations: Oversee the technical and operational aspects of partner integrations, ensuring smooth and timely project execution, and support the enablement of internal teams in collaboration with the Partner Management team
- SOW Approval: Responsible for the sign-off of custom SOWs created for integration customers. Consult with Solution Engineering on all new Statements of Work
- Liaison Between Product and Customer Success Teams: Serve as the bridge between Customer Success and Product teams. Ensure that Customer Success is equipped with the necessary training, resources, and tools to support new product launches and updates
- Process Optimization and Enablement: Develop and refine processes for onboarding, customer feedback loops, and internal playbooks, enhancing scalability and efficiency across the team
- Manage the overall project charter, collaborating with various stakeholders from Sales, Account Management, Marketing, Product, Engineering, Success, Risk, and Support to deliver world class solutions and experiences
- Maintain highly organized and comprehensive internal and external documentation
- Provide regular project updates to key stakeholders and executive management
- Participate in relevant client-facing meetings with key stakeholders, steering and influencing where necessary
- Negotiate customer requests while balancing needs with system capabilities, business impact, resources, and timelines
- Engage with technical stakeholders to solution, document, test, and deploy various integration workflows and configurations
- Accountable to revenue attainment on new logo bookings through user and product adoption
Skills
- 5-10 years of experience in enterprise project management, leading complex, cross-functional projects
- Experience in designing, testing, and deploying integrated solutions, with a technical understanding of APIs, webhooks, and deployment best practices
- Proficient in implementation best practices with demonstrated ability to create and deliver repeatable processes that drive improvements for KPIs such as time to launch, on-time delivery, revenue attainment, etc
- Strong verbal communication and interpersonal skills, with the ability to communicate effectively with both technical and non-technical stakeholders
- Highly detailed in internal and external documentation, with a focus on maintaining accurate and comprehensive records
- Detail-oriented with the ability to think strategically and anticipate potential issues and risks
- Proven experience in developing and implementing new processes, best practices, and supporting resources to drive repeatability and operational efficiency
- Ability to solve complex technical and operational problems, with a strong focus on delivering exceptional customer experiences
- Financial, FinTech, HR industry experience
- Experience in customer success, account management, or consulting
- Familiarity with various project management tools
- Understanding of data analysis and reporting tools
Benefits
- Market-leading medical, dental, and vision insurance
- Stock options
- Free Premium-Tier Origin Financial Wellness subscription
- Monthly home-office stipend
- 401k (TransAmerica)
- 12-weeks paid parental leave for birthing and non-birthing parents
- Flexible time off + sick and safe time
- 11 paid company holidays
- Branch@Branch Same Day Pay Option
Company Overview