About the Job

As a Technical Project Manager at Zone & Co., you’ll lead the successful delivery of complex, SaaS-based fintech implementations for our customers. You’ll serve as a trusted partner throughout the project lifecycle, working closely with clients, internal teams, and executive stakeholders to ensure projects are delivered on time, within scope and budget, and to a high standard.

This role is ideal for a project leader who brings strong professional services experience, understands SaaS and fintech environments, and thrives in a fast-paced, collaborative setting. You’ll balance strategic project leadership with hands-on execution—from gathering onboarding requirements and coordinating initial system setup to facilitating client walkthroughs, managing risks, and driving successful solution adoption.

What You'll Do:

• Lead multiple SaaS-based fintech implementation projects from planning through successful delivery, managing scope, timelines, budgets, resources, and customer satisfaction.
• Serve as the primary point of contact for clients, building strong relationships and maintaining proactive communication throughout the project lifecycle.
• Define project objectives, requirements, milestones, and deliverables in partnership with clients and internal teams.
• Develop and maintain detailed project and implementation plans, including resource allocation, timelines, dependencies, and risk mitigation strategies.
• Gather client onboarding requirements and coordinate initial system setup and implementation activities.
• Coordinate cross-functional teams and external stakeholders to ensure alignment, accountability, and smooth project execution.
• Lead project meetings and provide clear, consistent status updates to clients, project teams, and executive stakeholders.
• Conduct client demos, walkthroughs, overview training, and ongoing support to facilitate successful solution adoption.
• Monitor project budgets and resources, proactively addressing risks, issues, scope changes, and competing priorities.
• Identify and resolve project issues, escalating when appropriate and keeping stakeholders informed of impacts and recommended actions.
• Ensure deliverables meet quality standards through ongoing project assessments and quality assurance checks.
• Prepare high-quality project documentation, status reports, issue analyses, proposals, presentations, and other project communications.
• Interpret Statements of Work (SOWs), project blueprints, and implementation requirements to ensure alignment throughout delivery.
• Facilitate effective collaboration across teams, resolve conflicts, and keep projects moving toward critical milestones and deadlines.
• Apply Waterfall and Agile project management principles as appropriate to the project and customer environment.
• Contribute to continuous improvement efforts by identifying opportunities to strengthen implementation processes, customer experiences, and internal practices.

What You'll Need:

• Bachelor’s degree in business, finance, project management, or a related field.
• 3+ years of project management experience, preferably within fintech, SaaS, software implementation, or professional services.
• Experience managing multiple complex projects simultaneously, including scope, budget, timelines, resources, risks, and deliverables.
• Strong understanding of SaaS-based fintech solutions and software implementation processes.
• Experience working with ERP and/or CRM applications; familiarity with platforms such as NetSuite is a plus.
• Ability to interpret Statements of Work, project plans, and implementation requirements.
• Strong client-facing communication skills, with the ability to explain complex technical or business concepts clearly to diverse audiences.
• Proven ability to build and maintain strong relationships with clients, colleagues, and cross-functional stakeholders.
• Excellent organizational and time-management skills, with the ability to prioritize effectively in a fast-paced environment.
• Strong problem-solving, analytical, and decision-making skills, with exceptional attention to detail.
• Demonstrated ability to proactively identify risks, resolve issues, and drive projects to successful outcomes.
• Strong leadership and collaboration skills, with the ability to influence and coordinate cross-functional teams.
• Experience using project management tools and software.
• Familiarity with both Waterfall methodology and Agile principles.
• Understanding of change management and software adoption processes.
• PMP certification or equivalent project management certification is preferred.
• A proactive, results-oriented mindset and a demonstrated ability to meet critical deadlines.