Senior Implementation and QA Manager

Department: Advisory Services
Location: Remote
Reports To: Managing Director, Advisory Services

Salary: $96,600-$134,200

Summary Job Description:
The Senior Implementation and QA Manager for Advisory Services is a key leader responsible for overseeing the full implementation lifecycle, software quality assurance, User Acceptance Testing (UAT), and client optimization of Profitability FIT, CECL FIT, and Stress Testing FIT solutions for community financial institutions (CFIs). This position combines deep technical expertise, client relationship management, and project leadership to ensure seamless onboarding, ongoing value delivery, and continuous product improvement within the Advisory Services suite. This position is essential to ensuring the successful implementation and optimization of our software solutions, contributing to both client success and the growth of the Advisory Services department.

Duties and Responsibilities:
Implementation Management:
  • Lead end-to-end implementation of Advisory Services solutions for new and upgrading clients, ensuring smooth configuration, integration, and system setup.
  •  Develop and maintain comprehensive implementation plans, timelines, and project scopes in collaboration with internal stakeholders.
  • Manage multiple complex projects simultaneously while maintaining attention to detail and meeting deadlines.
Quality Assurance and UAT Testing:
  •  Develop and execute comprehensive testing strategies, including UAT plans and timelines, in partnership with development teams and internal stakeholders to meet tactical and strategic department and product objectives.
  • Lead efficient and effective quality assurance activities across multiple projects, ensuring test cases align with client requirements, business goals, and compliance standards. Ensure appropriate documentation is created and maintained. 
  • Proactively identify risks and implement mitigation strategies throughout the development process.
Client Success and Optimization:
  • Provide post-implementation support to ensure systems are fully operational and meet success criteria.
  • Act as the primary technical contact for clients regarding ongoing optimization and performance of solutions.
  • Work closely with clients and Advisors to monitor and ensure software is used to its full potential, offering guidance on optimization.
  • Collaborate with cross-functional teams to enhance user training and provide ongoing technical support to maximize client value and improve user experience
  • Develop and implement strategies that enhance 'Time to Value', ensuring immediate benefits from our products.
Leadership and Communication:
  • Lead, mentor, and develop a team of technical implementation specialists and testers, ensuring performance targets and professional development goals are met.
  • Collaborate with cross-functional teams to align software functionality with client needs and business goals.
  • Communicate regularly with clients and Advisors to provide updates on implementation progress and optimization strategies.
  • Track and report on key performance indicators (KPIs), such as implementation success, testing timelines, and client satisfaction.
  • Contribute to the continuous improvement of internal processes for software deployment, testing, and client optimization. 
Skills Required: 
  • Strong understanding of financial software architecture and familiarity with financial modeling, regulatory reporting, and data analytics.
  • Prior experience in a client-facing role, focusing on client success, adoption, and optimization.
  • Expertise in UAT methodologies, tools, and practices, with excellent communication skills to engage stakeholders at all levels.
  • Experience with software development life cycles, project management systems, and testing tools.
  • Familiarity with core banking systems (Fiserv, Jack Henry, FIS) and data mapping a plus
  • Knowledge of database management tools (Access, SQL, MySQL) and data privacy regulations is a plus.
  • Strong leadership skills with the ability to motivate and manage a team, ensuring project milestones are met.
  • Exceptional problem-solving, analytical, and troubleshooting abilities.
  • Proficiency with Microsoft Office Suite, particularly Excel, PowerPoint, and Word.
  • Ability to work remotely and manage a geographically dispersed team.
  • Strong attention to detail with a commitment to quality and accuracy.
  • Strong interpersonal skills with the ability to build lasting relationships with clients, internal teams, and cross-functional departments.
Education/Experience Requirements:
  • Bachelor’s degree in a related field
  • At least 7 years of experience in software implementation, quality assurance, and client management.
  • Proven experience with financial software solutions and implementation methodologies, preferably in profitability, CECL, and/or stress testing models.

Physical Demands/Work Environment:

The physical demands/work environment described here is a representation of what must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand or sit; use hands/arms/fingers to handle, feel or reach, talk/hear, position self to move and have visual acuity to determine accuracy, neatness, and thoroughness of the work assigned. The employee may be required to lift and /or move up to 25 pounds. The noise level in the work environment is usually moderate.

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PCBB is an equal opportunity employer and will consider qualified applicants for employment without regard to race, color, national origin, ancestry, sex, gender, gender identity, gender expression, religious creed, disability (mental and physical), medical condition, genetic information, age, marital status, sexual orientation, military and veteran status, or any other characteristics protected by federal, state or local law.