Shield Compliance is growing quickly and currently seeking a Client Success Project and Account Manager. This client-facing team member will be responsible for implementing cloud-based compliance solutions for multiple clients within the financial services industry.
Responsibilities
- Managing project plans, leveraging technical and functional leadership to meet delivery guidelines.
- Oversees, manages, and supports implementation projects to ensure client needs are met, and the project is delivered successfully and on time.
- Implements configuration requests per project guidelines.
- Creates and maintains project reference documentation.
- Ensures that project/department milestones/goals are met.
- Supports Client needs on an ongoing basis once the Client is “live” and actively using Shield Solutions.
- Champions and owns client relationships with internal stakeholders.
- Facilitates and coordinates communication between all departments regarding new projects and changes to existing projects, including direct follow-up on outstanding client issues and updates. Demonstrates ability to pull staff together as needed to facilitate solutions.
- Demonstrates extensive knowledge of company products and internal processes.
- Work with the Director of Client Success and Operations Manager to prioritize and coordinate client deliverables.
- Demonstrate ability to lead/facilitate and delegate. Provide timely feedback to relevant parties, including team members, clients, supervisors, and management.
Requirements
- 3+ years of experience as in project or account management
- 3+ years of experience in software implementation
- Experience working within the Financial Industry (Banking, Loan Origination, etc.)
- Client-facing experience, performing on and off-site implementations and account reviews
- Proven ability to manage multiple ongoing projects simultaneously
- Bachelor’s Degree or higher in a related field
Company Description
Shield Compliance helps financial institutions manage risk and regulatory complexity in high‐risk industries through a combination of compliance technology, domain expertise, and trusted partnership—enabling banks to grow with confidence.