Background

Debt capital powers the growth of companies across all industries. When debt capital functions more efficiently, everyone wins.

The financial sector has benefitted from a surge in innovative technologies the past few years, yet debt capital management remains a time-consuming, manual, and error-prone task. It’s why over 90% of our business team brings experience from financial services.

Finley is an all-in-one debt capital management platform that streamlines lender-borrower relationships. We’re built upon the digitization of credit agreements, which contain the details and rules of debt financing transactions. By turning legalese into business logic, Finley is able to automate required reporting, track compliance, calculate interest & fees, and produce real time performance & risk dashboards.

Finley’s software helps everyone in the debt capital ecosystem, from corporate borrowers and issuers to credit funds and banks.

The Role

We’re looking for our founding Project Management Lead to join Finley. As an early employee, you’ll have the opportunity to shape our implementation approach, our multifaceted customer journey, and long-term trajectory. If you’re passionate about financial technology, working closely with customers and product development teams, and operating at the intersection of Sales and Customer Success, this is an excellent opportunity to join a high-growth enterprise technology startup backed by Y Combinator, Bain Capital Ventures, and CRV.

On any given day, you’ll craft project plans, design the systems to streamline onboarding processes, collaborate on best practices to train and enable customers to use Finley’s software, and oversee Finley deployments at innovative startups and large financial institutions. 

The ideal candidate brings experience managing complex implementation projects, possesses a rigorous operational mindset, and loves to see around corners in designing an excellent customer experience. We’re looking for "0-to-1" individuals who are comfortable with autonomy early on and excited to build structures that will scale their own impact over time.

Your Responsibilities

• Design the foundation to professionalize Finley’s implementation experience through scalable programs and processes, supporting a growing customer base and shortening time to value.
• Collaborate closely with Sales and Account Management to manage pipeline of facility implementations, resource assignment, thorough context transfer, clean handoffs, well-managed customer expectations and on-time project execution.
• Develop and refine implementation frameworks, templates, and playbooks to improve efficiency and consistency.
• Collaborate with scoping team to understand customers’ unique requirements and translate them into actionable project plans, assigning Technical Implementation resources according to onboarding capacity plan.
• Lead end-to-end enterprise implementation projects for bank customers, from initial scoping to go-live.
• Serve as the primary point of contact during implementation, ensuring customer satisfaction and timely delivery.
• Create foundation for professional services function - scoping, estimates, tracking, and resource management.
• Troubleshoot and resolve technical or operational challenges in collaboration with internal teams.
• Create and maintain metrics to measure the success of implementations and identify areas for improvement, including on-time project management, shortened TTV and accurate capacity planning.

Your Experience

• 5+ years of experience in implementation management or enterprise project management, ideally in a SaaS or fintech environment.
• Experience building, working with or managing a Professional Services team.
• Experience working with banks is a plus, but not required.
• Strong understanding of project management methodologies, as well as tools (Agile, Waterfall, or hybrid; Asana, Monday.com or similar).
• Player-coach experience, delivering customer-facing outcomes while building a better process for greater efficiency, impact and scale.
• Excellent problem-solving and troubleshooting skills with a customer-first mindset.
• Experience designing and scaling implementation processes and programs.
• Strong technical aptitude and experience working closely with product teams.
• Exceptional communication and interpersonal skills, with a talent for building trust with stakeholders at all levels.
• Works U.S.-based timezones.

We're Looking For

• Business partners. You understand the details of a customer’s workflows, use case and Finley’s value proposition, ensuring the onboarding experience optimizes for product value realization and customer business outcomes.
• Problem-solvers. You focus on delivering outcomes by identifying opportunities for standardization and automation, while maintaining creativity and flexibility to serve the needs of upmarket customers.
• Collaborators. You like collaborating with Engineering, Design, and Product functions in addition to go-to-market teams. You stay intellectually honest, challenge others without ego, and believe that the best solutions only emerge when everyone brings their perspective to the table.
• Systems thinkers. You enjoy the complexity of designing for a range of stakeholders (think borrowers, lenders, and banks) and user types. You get excited about building for the long-term.
• Team-builders. You look forward to helping recruit, train, and mentor a team of Post Sales professionals at Finley.