About the role
**To be considered for this position, candidates must be legally authorized to work in the United States on a full-time basis without the need for employer sponsorship now or in the future.
SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,600 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.
SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.
The Senior Implementation Manager is client-facing and leads the end-to-end delivery of SavvyMoney's Lending and Deposit product implementations for our financial institution Partners. From post-sale kickoff through go-live, this role is the primary point of accountability, translating Partner business goals into configured, integrated, and tested solutions across a complex ecosystem of core banking systems, digital banking Strategic Partners, credit bureaus, and ancillary vendors.
Key responsibilities include -
Project Lifecycle Management
- Drive decisions, escalations, and accountability across internal and Partner teams. Own end-to-end delivery of Lending and Deposit implementations, averaging four months from kickoff through go-live, with two to three concurrent Partner projects.
- Maintain project plans, risk logs, and status reporting for internal leadership and Partner stakeholders.
Partner Relationship Management
- Serve as the primary point of contact for Partner executives, product owners, compliance leads, and technical resources.
- Lead discovery, requirements workshops, configuration reviews, and go-live readiness checkpoints.
- Communicate progress, risks, and tradeoffs in terms that resonate with both business and technical audiences.
Technical Delivery and Integrations
- Learn each Partner's technology stack, including core banking, loan origination, digital banking, credit bureaus, and identity and fraud vendors.
- Coordinate integrations with Strategic Partners and third-party providers, managing dependencies, credentials, and testing windows.
Cross-Functional Collaboration
- Own clean handoffs from Sales into delivery and from delivery into post-launch support.
- Surface Partner feedback to Product and Engineering to influence roadmap priorities.
- Contribute to playbooks, templates, and process improvements that strengthen the Operations function.
- Communicates clearly and effectively, both verbally and in writing.
Skills & Experience
- Experience: 5+ years in client-facing implementation, project management, or technical account management, preferably in fintech, banking technology, or enterprise SaaS serving financial institutions.
- Domain Expertise: Working knowledge of lending (consumer, auto, credit card, personal loan) and deposit (checking, savings, CD, money market) products and the systems behind them.
- Technical Skills: Comfort with REST/JSON APIs, file-based integrations, data mappings, and configuration specs. Experience coordinating integrations across core banking, LOS, digital banking, or CRM platforms.
- Tools and Platforms:
- Atlassian (Jira and Confluence) for ticket tracking, project management, and documentation.
- Smartsheet for project plans, dashboards, and executive reporting.
- AI tools such as Claude to accelerate documentation, communications, and analysis. Curiosity about applying AI to improve delivery is strongly valued.
- Soft Skills: Direct, results-oriented communicator with strong ownership, sound judgment under incomplete information, and the ability to adapt across executive, technical, and operational audiences.
- Education: Bachelor's degree in Business, Information Systems, Finance, or related field, or equivalent experience.
Base salary
The annual base salary for this position is $115,000.00 and $125,000.00 based on experience and geography + Annual Bonus Potential
Additionally we provide
- Equity Compensation Package
- Flexible Time Off (FTO) - take time off as needed to rest and recharge.
- Medical, Dental, Vision – 100% premium paid for employee
- Disability/Life Insurance
- Opportunity for learning and career growth with a top Bay Area technology company
- Reimbursement for remote work setup
- Monthly stipend for phone and internet
- Team building events, culture activities, all hands events
- Paid time off to volunteer and serve the community
- Half day Fridays
- 401k matching contribution
- Beautiful California East Bay offices in Dublin, CA
SavvyMoney’s EEO Statement
SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.
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