Green Visor Capital

Management Company, LLC

Project Manager - VIRTUAL anywhere in United States at Cloud Lending Solutions
San Mateo, CA, US
About Cloud Lending Solutions

Cloud Lending Solutions is a financial services technology company offering a cloud-based, end-to-end lending platform to deliver innovation to the global lending community.

Unlike legacy technology platforms that are expensive to maintain and prevent agile response to market conditions, Cloud Lending Solutions’ clients take back control of their business

by quickly implementing, extending, and digitizing the entire lending lifecycle.

Clients include banks, traditional finance companies, online lenders, and marketplace platforms.

We are looking to hire a strong Project Manager to join our growing Professional Services team who is deploying complex lending solutions in some of the largest financial institutions globally.

Required Skills / Expertise - Primary Responsibilities


The Professional Services Project Manager (PM) is responsible for overseeing Client implementations of our financial software platform related to Loan/Lease management system. The PM will possess the depth and breadth of experience to lead our multi-functional team(s) to ensure an on-time and high quality implementation for our Client(s).

● Proven ability to lead and manage multiple Clients’ projects and/or programs and execute the scope of services outlined.

● Provides leadership and mentoring to project team via direct oversight for delivery and execution.

● Oversees the cross functional team in a dynamic environment to ensure high quality deliverables are on- time and within budget through effective resource management.

● Full accountability for the management of project timelines, budget and milestones for a variety of projects.

● Serves as the primary Client contact responsible for providing the Client and management project activity status via timelines, status reports and effective communication.

● Provides continuous reports, data, status updates across programs and project to demonstrate operational success.

● Responsible for building and maintaining project timelines and plans.

● Leads Client and internal status meetings and updates.

● Responsible for risk assessment, contingency planning and appropriate escalation of issues.

● Supports Client during user acceptance testing cycle and via ongoing product training as needed.

● Negotiates and manages Client expectations, scope of work and change orders as needed.

● Documents and resolves problems in a timely manner.

● Manages assigned project resources on an ongoing basis.

● Anticipates Client needs by understanding challenges and goals of the implementation process.

● Understands the product software and its intended use to guide the Client through the adoption and onboarding process.

● Maintains a consistently high level of Client satisfaction; raises and addresses issues proactively, and supports the Client expectations and goals while keeping the business in mind.

Working conditions:

● Travel: 10-25%

● Other: Client calls based on geography of client.

Required Skills - Qualifications:


● MBA or MS or with relevant experience.

Additional skill set:

● Proven ability to manage multiple projects and priorities with success.

● Independent and action driven with strong critical thinking and problem solving skills.

● Strong verbal, written and effective communication skills.

● Exceptional time management, planning and organizational skills.

● Strong computer skills and presentation skills.

● Strong MS Office suite, Word, Excel and PowerPoint skills.

Required Experience:

● 6-9 years in a project management or similar role leading multifunctional teams in a BFSI data management and or software technology development disciplines.

● Project Management experience is must.

● Loan Management system knowledge is plus.

● Understanding of Salesforce and Data migration is preferable.

● Knowledge of accounting and/or financial management or implementation of a financial system a plus.