Xformative - Client Project Manager

About the role

Xformative Payment Systems (XPS) is a late-stage startup focused on card-based and payment product capabilities for healthcare and benefits. As we enter our growth phase and expand beyond current markets, we're seeking an experienced Client Project Manager to lead the successful onboarding and implementation of new client contracts. This is an opportunity to shape our implementation function, establish best practices, and create a client-focused team that delivers exceptional experiences while driving operational excellence.

Our small, agile team operates in a flexible, fully remote work setup, allowing you to balance professional and personal life while contributing to our exciting growth journey.

Responsibilities

• Lead end-to-end implementation of new client programs, managing timelines, deliverables, and dependencies from project initiation through successful go-live.
• Serve as the primary liaison with client stakeholders during onboarding to gather, document, and validate business and operational requirements.
• Assess and confirm alignment between client requirements and existing system and operational capabilities; identify gaps and required enhancements.
• Translate identified gaps into actionable workstreams and coordinate with Product, Technology, and Operations teams to initiate and track required development and operational changes.
• Drive cross-functional coordination across internal teams (Operations, Product, Technology, Relationship Management) to ensure alignment, accountability, and timely execution.
• Coordinate onboarding activities with external partners, including sponsor bank, network, and fulfillment vendors, ensuring completion of required documentation, approvals, and setup activities.
• Manage program setup and readiness activities, including configuration, workflow validation, and operational preparedness for launch.
• Track and communicate project status, risks, dependencies, and key milestones to stakeholders and leadership; proactively identify and address potential issues.
• Ensure all required documentation, approvals, and operational readiness criteria are completed prior to go-live.
• Support transition from implementation to ongoing operations, ensuring a smooth handoff to Operations Support and Relationship Management teams.
• Maintain organized project documentation, including requirements, decisions, timelines, and deliverables, to support transparency and future reference.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• 4–8 years of experience in project management, client implementation, operations, or a related discipline.
• Demonstrated success managing complex, cross-functional projects with multiple stakeholders and competing priorities.

Preferred Qualifications

• Experience in one or more of the following industries is highly preferred: Payments, Card programs, Financial services, Banking, Financial technology (FinTech).

Skills

You are someone who:

• Excels at building relationships and collaborating with clients, leaders, and cross-functional teams.
• Confidently engages with stakeholders at every level to elicit, analyze, challenge, and validate business, operational, and technical requirements.
• Can quickly understand business and operational requirements and translate them into actionable implementation plans.
• Thrives managing multiple, complex projects simultaneously while maintaining quality and attention to detail.
• Is highly organized, detail-oriented, and proactive in identifying risks before they become issues.
• Takes ownership for advancing projects and enjoys rolling up your sleeves to solve problems.
• Adapts easily to changing priorities and remains calm under pressure.
• Is excited by the opportunity to build new processes, improve workflows, and help define a growing implementation organization.

Corporate Core Competencies

• Drive Action & Results
  • Take on new opportunities with enthusiasm
  • Achieve results even in tough circumstances
  • Take personal accountability for decisions and actions
• Adapt to Change
  • Operate effectively when things are uncertain
  • Proactively acquire and evaluate information and adapt approach to match shifting demands/situations
  • Rebound from setbacks
• Embrace Innovation
  • Create new and better ways to approach challenges and develop solutions
  • Learn through experimentation
  • Encourage feedback and seek opportunities to work better/smarter/faster
  • Show personal commitment and take action to continuously improve
• Create Diversity & Foster Collaboration
  • Actively bring, seek, engage, and honor diverse perspectives
  • Identify and address barriers to inclusion to ensure equity and center belonging
  • Work collaboratively and build partnerships to meet shared objectives

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While this is primarily a sedentary role, the employee is regularly required to talk and hear. The employee is also required to sit, stand, walk, use hands to finger, handle or feel, and reach with hands and arms. Specific vision abilities required by this job include close vision, depth perception, and the ability to adjust focus.