Job Description
Lead the onboarding of clients and enhance platform usability at CapIntel as a Product Delivery Manager. Your expertise in project management and wealth management will drive effective implementations.
In this role, you will report to the Director of Solutions Architecture and serve as the key liaison between clients and internal teams. With multiple years of experience in software onboarding, you will gather requirements, manage project timelines, and ensure seamless delivery of tailored solutions. Your insights will help improve the user experience and align the platform with client needs.
Key Responsibilities:
• Lead client onboarding by understanding goals and requirements
• Manage the entire implementation lifecycle for projects
• Act as primary contact for onboarding communications and escalations
• Oversee contracts and integrate configurations with client systems
• Identify and implement UX/UI improvements based on feedback
Requirements:
• Multiple ye...
In this role, you will report to the Director of Solutions Architecture and serve as the key liaison between clients and internal teams. With multiple years of experience in software onboarding, you will gather requirements, manage project timelines, and ensure seamless delivery of tailored solutions. Your insights will help improve the user experience and align the platform with client needs.
Key Responsibilities:
• Lead client onboarding by understanding goals and requirements
• Manage the entire implementation lifecycle for projects
• Act as primary contact for onboarding communications and escalations
• Oversee contracts and integrate configurations with client systems
• Identify and implement UX/UI improvements based on feedback
Requirements:
• Multiple ye...