Customer Project Manager

About ThetaRay:

ThetaRay is a trailblazer in AI-powered Anti-Money Laundering (AML) solutions, offering cutting-edge technology to fintechs, banks, and regulatory bodies worldwide. Our mission is to enhance trust in financial transactions, ensuring compliant and innovative business growth.

Our technology empowers customers to expand into new markets and introduce groundbreaking products.

Why Join ThetaRay?

At ThetaRay, you'll be part of a dynamic global team committed to redefining the financial services sector through technological innovation. You will contribute to creating safer financial environments and have the opportunity to work with some of the brightest minds in AI, ML, and financial technology. We offer a collaborative, inclusive, and forward-thinking work environment where your ideas and contributions are valued and encouraged.

Join us in our mission to revolutionize the financial world, making it safer and more trustworthy for millions worldwide. Explore exciting career opportunities at ThetaRay – where innovation meets purpose.

We are looking for a Customer Project Manager to join our results-driven Customer Operations department.

As a Customer Project Manager, you will act as a trusted advisor to our customers, managing their full lifecycle by being actively involved in all phases of their journey with ThetaRay, including customer onboarding, adoption, retention, and business reviews.

The Customer Project Manager will be relentlessly customer-centric while managing the needs of the business and possess excellent written and verbal communication, project management, and customer success skills. You are committed to providing an excellent, value-focused customer experience, leading by example a matrix-managed team of professionals.

Responsibilities:

- Manage the onboarding (delivery) project of new clients of all sizes.
- Build strong relationships with our customers to understand their needs and ensure their success with ThetaRay.
- Set expectations, and develop and communicate the onboarding and implementation project activities, milestones, timeline, and deliverables.
- Manage the execution of the onboarding plan to a success.
- Identify, communicate, and mitigate risks
- Partner and engage Thetaray professional teams in the successful onboarding of the customer.
- Responsible for high customer retention rates
- Serve as the main point of contact and liaison between our customers and ThetaRay departments.
- Stay in touch with customers to ensure that they're realizing the full potential of ThetaRay’s solutions.
- Build, own, and execute client success and engagement plans.
- Represent the voice of the customer and influence the product development roadmap.
- Partner with ThetaRay’s professional teams for customer upsell, cross-sell, and expansion opportunities

REQUIREMENTS

- 3+ years of B2B SaaS customer facing delivery/onboarding project management experience working with accounts of various sizes (Banks and Fintech companies – advantage).
- Excellent customer management and project management abilities.
- Strong customer-facing and presentation skills with the ability to establish credibility with executives
- Superb written and verbal communication skills.
- Positive attitude, empathy, and high energy.
- Strong team player; thrives in a multi-tasking environment and can adjust priorities on the fly.
- Ability to take initiative and adapt.
- Prior experience in a fintech company - advantage
- English - High Proficiency a must
- Spanish - advantage
- Any other languages - advantage.
- BA or BS degree