Lead Onboarding Project Manager, Credit Products
MarqetaAbout the role
As Marqeta’s Lead Onboarding Project Manager for Credit Products, you will be a vital part of our mission to change the way money moves. You'll work within our GTM team, which comprises four critical functions: Revenue, Strategy & Operations, Customer Solutions & Delivery, and Partnerships. In this role, you'll be responsible for educating, motivating, and launching our customers on Marqeta’s Credit platform.
We work Flexible First. This role can be performed remotely anywhere within the United States or from our Oakland, CA office. We’d love for you to join us!
The Impact You’ll Have
- Lead cross-functional teams consisting of customers, internal departments (e.g., Product, Engineering, Compliance), and external stakeholders (e.g., vendors, banks) to ensure successful onboarding project execution. Inspire team collaboration and serve as the key liaison throughout the project lifecycle.
- Analyze customer needs and integration requirements to develop strategic project plans. Communicate project goals, progress, and any roadblocks clearly and effectively to both internal stakeholders and customer leadership teams. Provide detailed updates, reports, and post-implementation analysis to drive continuous improvement.
- Utilize project management tools and methodologies to oversee multiple, complex projects simultaneously. Create, track, and optimize workflows to ensure project deliverables are met on time and within scope, while managing resources efficiently.
- Proactively seek solutions to complex problems, showing initiative in improving processes and delivering innovative project strategies. Stay up to date on industry trends, regulations, and product updates to effectively guide customers through the onboarding process.
- Communicate effectively in a regulated and technical environment, partnering with revenue leads on customer needs.
- Navigate through uncertain or evolving project conditions, maintaining focus, composure, and performance under tight deadlines and shifting priorities. Manage ambiguous and changing business environments and customer expectations with agility and confidence.
- Develop our onboarding assets and SOPs for our various credit offerings
Who You Are
- Typically requires a minimum of 8 years of related experience with a Bachelor's degree; or 6 years and a Master's degree; or equivalent experience and PMI certification.
- Background in payments or financial services with a expert knowledge on credit products or lending
- Proven ability to lead and influence without direct authority, driving successful outcomes through collaboration, clear communication, and a positive attitude.
- Able to translate complex business requirements into actionable project plans, using data and customer feedback to inform decisions. You are highly skilled in anticipating challenges, changing priorities, and strategizing solutions in a fast-paced environment.
- Excels at identifying risks and unusual circumstances and mitigating them before they impact project success. You are skilled at navigating escalations, ensuring quick and effective resolutions while maintaining customer trust.
- Complete knowledge and full understanding of project management principles and practices within a professional discipline.
- Significant track record in customer-facing project delivery/management roles.
- Superior organizational skills with a proven ability to manage complex projects.
- At ease with technology, product, legal, and B2B technology applications.
- Comfortable taking ownership of projects with minimal guidance and direction and designing a process and procedure to support future projects.
- Comfortable working on projects with limited defined processes, and able to adapt to changing priorities and challenges
Nice-To-Haves
- Experience with implementation projects for mid-market and enterprise clients
- Familiarity with Smartsheets, Jira, Salesforce, and other collaboration tools
- Experience supporting Revenue-facing teams in a POD sales structure
Your Manager
- Melissa Stoller, Sr. Manager, Onboarding Management
Recruiter For This Role
- Katie Bamba
Typical Process
- Application submission
- Recruiter phone call
- Hiring manager video call
- Virtual “Onsite” consisting of 2-3 interviews with Team, 45 min calls
- Take home assignment and Presentation
- Final Interview with Leader
- Offer!
Compensation and Benefits
Marqeta is a Flex First company which allows you to
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