Program Manager - Consulting & Delivery

Yodlee; Raleigh (NC); On-site; USD 110,000 - 160,000; Full time

Job summary

Yodlee is seeking an experienced Project Delivery professional to lead end-to-end Consulting & Delivery engagements, from initiation through production go-live and closure. You will manage multi-workstream plans, track risks and dependencies, and coordinate cross-functional teams to ensure on-time delivery and customer success.

Ideal candidates bring 4–7 years of PM experience in SaaS or tech, with proven client-facing implementation work and strong communication skills. Travel is expected 0–10%.

Qualifications

• 4–7 years of experience in project or program management within a SaaS, technology, or consulting environment.
• Proven experience managing client-facing software or platform implementations. Experience working with Agile, Waterfall, or hybrid delivery models.
• Strong stakeholder management, organization, and communication skills.
• Proven experience managing client integrations involving APIs, data feeds, or platform implementations.
• Ability to manage multiple clients, tasks, and projects effectively.
• Comfortable working under pressure with a customer-first mindset.
• Experience with project management tools such as JIRA and Microsoft Teams Planner.

Responsibilities

• Own and manage the full project lifecycle for Consulting & Delivery engagements, from initiation through implementation, production go-live, and project closure.
• Develop and maintain comprehensive project plans, timelines, milestones, and dependency tracking across multiple workstreams.
• Proactively identify, assess, and manage project risks, issues, and change requests, elevate early to protect delivery commitments.
• Ensure project deliverables meet agreed upon scope, quality standards, and customer success criteria.
• Lead launch readiness with operations, engineering, and QA teams, including quality gate completion, escalation, escalation contacts, and internal go-live communications.
• Coordinate user acceptance testing, client environment enablement, and customer rollout aligned to the organization's release management process.
• Lead internal Consulting & Delivery initiatives focused on improving delivery efficiency, quality, and scalability.
• Apply automation and AI tools to improve planning, status reporting, risk identification, and delivery insights - without replacing sound program judgement.
• Identify opportunities to apply AI and automation to streamline project workflows, improve documentation quality, and reduce manual effort.

Skills

Project management

Client management

Stakeholder management

Agile/hybrid delivery

JIRA

Microsoft Teams Planner

APIs

Risk management

Tools

JIRA

Microsoft Teams Planner

Job description

What you'll do

Project Delivery & Execution

• Own and manage the full project lifecycle for Consulting & Delivery engagements, from initiation through implementation, production go-live, and project closure.
• Develop and maintain comprehensive project plans, timelines, milestones, and dependency tracking across multiple workstreams.
• Proactively identify, assess, and manage project risks, issues, and change requests, elevate early to protect delivery commitments.
• Ensure project deliverables meet agreed upon scope, quality standards, and customer success criteria.
• Lead launch readiness with operations, engineering, and QA teams, including quality gate completion, escalation, escalation contacts, and internal go-live communications.
• Coordinate user acceptance testing, client environment enablement, and customer rollout aligned to the organization's release management process.
• Lead internal Consulting & Delivery initiatives focused on improving delivery efficiency, quality, and scalability.
• Apply automation and AI tools to improve planning, status reporting, risk identification, and delivery insights - without replacing sound program judgement.
• Identify opportunities to apply AI and automation to streamline project workflows, improve documentation quality, and reduce manual effort.

Client & Stakeholder Management

• Serve as the primary point of contact for clients throughout the Consulting & Delivery lifecycle, managing expectations and building trusted partnerships.
• Lead project kickoff meetings, status reviews, and executive level communications with internal and external stakeholders.
• Prepare and deliver clear, audience-appropriate project status updates, risk assessments, and executive summaries.
• Manage proof-of-concept and pilot programs with defined success criteria and transition paths to full production.

Cross Functional Coordination

• Partner closely with Consulting, Engineering, Product, Data Operations, Client Success, Legal, and Finance teams to drive alignment and execution.
• Coordinate internal resources and ensure accountability across all project contributors.
• Support smooth handoff from Consulting & Delivery to Client Success or ongoing support teams at project completion.
• Support internal, cross-company initiatives by helping plan, coordinate, and drive execution.
• Partner with cross-functional teams outside Consulting & Delivery (e.g., Product, Operations, Engineering, GTM) to help plan, track, and execute internal programs.
• Help drive adoption of new tools, processes, or platforms by coordinating stakeholders and tracking progress.
• Track project health across schedule, scope, and delivery metrics, contributing to portfolio level reporting as required.
• Ensure adherence to Consulting & Delivery processes, governance standards, and documentation requirements.
• Support leadership with delivery insights, lessons learned, and recommendations for improving client outcomes.
• Continuously evaluate and recommend process improvements that improve speed, quality, and predictability of delivery.
• Support scope and change management with finance, legal, and sales when requirements evolve post-kickoff.

Experience working with financial institutions of fintech platforms is a plus.

What Success Looks Like

• Successfully delivery multiple client implementations from kick-off to go live.
• Maintain high client satisfaction and strong stakeholder relationships.
• Help drive successful proof-of-concept engagements that lead to production implementations.
• Improve delivery efficiency through repeatable implementation practices.
• Use automation and AI to measurably improve reporting quality, risk visibility, and team efficiency.

Qualifications

Required

• 4-7 years of experience in project or program management within a SaaS, technology, or consulting environment.
• Proven experience managing client-facing software or platform implementations. Experience working with Agile, Waterfall, or hybrid delivery models.
• Strong stakeholder management, organization, and communication skills.
• Proven experience managing client integrations involving APIs, data feeds, or platform implementations.
• Ability to manage multiple clients, tasks, and projects effectively.
• Comfortable working under pressure with a customer-first mindset.
• Experience with project management tools such as JIRA and Microsoft Teams Planner.

Preferred

• Experience in financial services, fintech, or financial data platforms.
• Exposure to APIs, data integrations, or platform implementations.
• PMP, Scrum Master, or related certification.

Traits of Successful Candidates

• Execution-oriented with strong attention to detail.
• Comfortable working with clients and cross-functional teams.
• Able to manage multiple priorities and navigate ambiguity.
• Proactive problem solver with a strong sense of ownership.

This role offers opportunities to grow into Senior Program Manager, Delivery Manager, or Consulting & Delivery leadership roles as you gain experience leading complex implementations.

Travel

Expected percentage of travel time is 0%-10%.

Why Join Us?

• Work with cutting-edge financial technology and industry-leading clients.
• Be part of a collaborative, innovative, and mission-driven team.
• Influence how complex implementations are delivered-and how delivery practices evolve.
• Enjoy flexible work arrangements and a supportive work culture.

With 25+ years of trusted data connectivity and intelligence, we offer AI-powered innovation for financial leaders.

Yodlee is a premier data aggregation and analytics platform that enables financial service providers to enhance business growth and customer satisfaction.

621 Hillsborough St, Raleigh, North Carolina 27603, US Varthur Hobli, Bangalore, IN Level39, One Canada Square Canary Wharf, London, London E14 5AB, GB Level 4 / 11 York Street, Sydney, NSW 2000, AU