Onboarding Project Manager - US at DocFox

The onboarding team is a central function within the company, as such you will work alongside the Sales, Customer Success and Product teams to understand the clients’ needs. Your role as a project manager will be to co-ordinate and manage the successful implementation of the DocFox solution and related integrations for US banks, credit unions and fintechs. The role will allow you to be integrally involved in the end-to-end implementation of DocFox with our newest clients. You will work closely with the DocFox configurations specialists, Integrations, Product, Sales and Operations teams. You will be central to the conversations with banks looking to push the boundaries of innovation when onboarding their clients. In some institutions, you will help transform decades old processes into industry-leading solutions, changing the way their customers access their products and services. On the other hand, many institutions will already be some of the world’s leading innovators and you’ll have the opportunity to help them problem-solve and create new ways for clients to engage with financial institutions.

Key Responsibilities:

• Becoming an expert in the DocFox product solution
• Develop and manage a detailed project timeline taking into account inputs and dependencies from various stakeholders
• Working cross functionally within the organization and managing internal resources to ensure the on-time delivery of the overall project per the project timeline.
• Representing DocFox and leading client-facing meetings
• Provide project updates on a regular basis to various stakeholders about progress, risks to the project and necessary adjustments
• Managing several projects simultaneously by exercising judgement to prioritize competing priorities

Key Requirements:

• Working hours 11am - 8pm SA
• 2+ years of experience as a project manager
• Familiarity with B2B SaaS systems
• High-level communication skills
• Problem solving skills
• Ability to present ideas in a clean, user-friendly way
• Attention to detail
• High level organisation skills
• Deadline driven and time management skills
• Demonstrated ability to work independently in a low data environment

Nice to Haves:

• Previous work experience in tech for financial institutions
• Have an understanding of banking processes

In order to thrive at DocFox the following would be needed:

• Being comfortable with uncertainty and curious to figure out solutions and paths forward without complete information and data
• Resilience and tenacity to deliver results even when we are up against a tight deadline
• Be a patient teacher
• Be hungry to learn and grow