About Yodlee
Yodlee is a leading data aggregation and analytics platform trusted by top financial service providers for over 25 years. Partnering with major banks and financial firms, Yodlee enables businesses to grow and enhance customer satisfaction through innovative financial data solutions. Committed to advancing the financial services industry, Yodlee delivers reliable tools that empower smarter financial decisions.
About the role
We are seeking a Senior Program Manager to lead delivery across client engagements and internal initiatives in a fast-paced SaaS environment. In this role, you will manage projects from kickoff through go-live, working closely with clients and cross-functional teams including solutions, product, engineering, and client success.
This role also plays a key part in leveraging AI enabled tools and automation to improve delivery efficiency, project insights, and stakeholder communication. The ideal candidate brings strong execution discipline, excellent client facing skills, and a forward looking mindset toward modern delivery practices, including the responsible use of AI.
What you'll do
Project & Delivery Management
- Own end‑to‑end project delivery for Consulting & Delivery engagements, from kickoff through go‑live and close.
- Build and manage project plans, timelines, milestones, and dependencies across workstreams.
- Proactively manage risks, issues, and change requests to ensure on‑time, high‑quality delivery.
- Ensure deliverables meet agreed scope, quality standards, and client success criteria.
- Lead internal initiatives to improve delivery efficiency, scalability, and qualit
AI & Automation
- Use AI‑powered tools to enhance planning, reporting, risk identification, and delivery insights.
- Identify opportunities for AI and automation to streamline workflows and reduce manual effort.
Client & Stakeholder Management
- Serve as primary client contact throughout the delivery lifecycle.
- Lead project kickoffs, status reviews, and executive‑level communications.
- Deliver clear, audience‑appropriate status updates and executive summaries.
Cross‑Functional Leadership
- Partner with Consulting, Engineering, Product, Operations, Client Success, Legal, and Finance teams to drive execution.
- Coordinate resources and ensure accountability across contributors.
- Support smooth handoff to Client Success or support teams post‑delivery.
- Help plan and execute cross‑company initiatives and internal programs.
- Drive adoption of new tools, processes, and platforms.
Governance & Operations
- Track project health across scope, schedule, and delivery metrics; support portfolio reporting.
- Ensure adherence to governance, processes, and documentation standards.
- Provide delivery insights, lessons learned, and recommendations for improvement.
- Continuously recommend process improvements to enhance delivery speed and predictability.
Qualifications
- 4–7 years of experience in project or program management within a SaaS, technology, or consulting environment
- Experience managing client-facing software implementations
- Experience working with Agile, Waterfall, or hybrid delivery models
- Strong stakeholder management, organization, and communication skills
- Proven experience managing client integrations involving APIs, data feeds, or platform implementations
- Ability to manage multiple clients, tasks, and projects effectively
- Comfortable working under pressure with a customer-first mindset
- Experience with project management tools such as JIRA and Microsoft Teams Planner
Preferred
- Experience in financial services, fintech, or financial data platforms.
- Exposure to APIs, data integrations, or platform implementations.
- PMP, Scrum Master, or related certification.
Traits of Successful Candidates
- Execution-oriented with strong attention to detail
- Comfortable working with clients and cross-functional teams
- Able to manage multiple priorities and navigate ambiguity
- Proactive problem solver with a strong sense of ownership
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