Program Manager - Consulting & Delivery

Yodlee

$115K — $135K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-7 years experience in SaaS project management.
  • Proven client-facing software implementation experience.
  • Strong organization and communication skills.
  • Experience with client integrations using APIs or data feeds.
  • Ability to juggle multiple clients and projects effectively.
  • Comfortable under pressure with a customer-first mindset.
  • Familiarity with project management tools like JIRA.

Responsibilities

  • Own and manage the full project lifecycle from initiation to closure.
  • Develop and maintain detailed project plans and timelines.
  • Proactively identify and manage project risks and issues.
  • Ensure deliverables meet scope and quality standards.
  • Lead launch readiness and internal go-live communications.
  • Coordinate client testing and rollout aligned to release management.
  • Apply AI and automation to streamline project workflows.

Benefits

  • Growth opportunities into senior leadership roles.
  • Travel expectations are minimal (0%-10%).
  • Work in a fast-paced, innovative SaaS environment.
Full Job Description
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 successes.

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 & Execution

  • Own and manage the full project lifecycle for Consulting & Delivery engagements, from initiation through implementation, production go-live, and project closure.
  • Develop and maintain comprehensive project plans, timelines, milestones, and dependency tracking across multiple workstreams.
  • Proactively identify, assess, and manage project risks, issues, and change requests, escalate early to protect delivery commitments.
  • Ensure project deliverables meet agreed upon scope, quality standards, and customer success criteria.
  • Lead launch readiness with operations, engineering, and QA teams, including quality gate completion, escalation, escalation contacts, and internal go-live communications.
  • Coordinate user acceptance testing, client environment enablement, and customer rollout aligned to the organization's release management process.
  • Lead internal Consulting & Delivery initiatives focused on improving delivery efficiency, quality, and scalability.
  • Apply automation and AI tools to improve planning, status reporting, risk identification, and delivery insights - without replacing sound program judgement.
  • Identify opportunities to apply AI and automation to streamline project workflows, improve documentation quality, and reduce manual effort.

    Client & Stakeholder Management
  • Serve as the primary point of contact for clients throughout the Consulting & Delivery lifecycle, managing expectations and building trusted partnerships.
  • Lead project kickoff meetings, status reviews, and executive level communications with internal and external stakeholders.
  • Prepare and deliver clear, audience-appropriate project status updates, risk assessments, and executive summaries.
  • Manage proof-of-concept and pilot programs with defined success criteria and transition paths to full production.

    Cross Functional Coordination
  • Partner closely with Consulting, Engineering, Product, Data Operations, Client Success, Legal, and Finance teams to drive alignment and execution.
  • Coordinate internal resources and ensure accountability across all project contributors.
  • Support smooth handoff from Consulting & Delivery to Client Success or ongoing support teams at project completion.
  • Support internal, cross-company initiatives by helping plan, coordinate, and drive execution.
  • Partner with cross-functional teams outside Consulting & Delivery (e.g., Product, Operations, Engineering, GTM) to help plan, track, and execute internal programs.
  • Help drive adoption of new tools, processes, or platforms by coordinating stakeholders and tracking progress.

    Governance, Financial & Operational Management
  • Track project health across schedule, scope, and delivery metrics, contributing to portfolio level reporting as required.
  • Ensure adherence to Consulting & Delivery processes, governance standards, and documentation requirements.
  • Support leadership with delivery insights, lessons learned, and recommendations for improving client outcomes.
  • Continuously evaluate and recommend process improvements that improve speed, quality, and predictability of delivery.
  • Support scope and change management with finance, legal, and sales when requirements evolve post-kickoff.

    Experience working with financial institutions of fintech platforms is a plus.

What Success Looks Like

  • Successfully delivery multiple client implementations from kick-off to go live.
  • Maintain high client satisfaction and strong stakeholder relationships.
  • Help drive successful proof-of-concept engagements that lead to production implementations.
  • Improve delivery efficiency through repeatable implementation practices.
  • Use automation and AI to measurably improve reporting quality, risk visibility, and team efficiency.


Qualifications
Required

  • 4-7 years of experience in project or program management within a SaaS, technology, or consulting environment.
  • Proven experience managing client-facing software or platform 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.


Career Growth

This role offers opportunities to grow into Senior Program Manager, Delivery Manager, or Consulting & Delivery leadership roles as you gain experience leading complex implementations.

Travel

Expected percentage of travel time is 0%-10%.

Location: Raleigh, NC and surrounding areas
Salary Range: $115,000 - $135,000 annually, plus eligibility for an annual bonus plan.

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