About this position

We're looking to add a Project Manager to our fast-growing company. In this role, you'll architect robust solutions for Financial Institutions using the FINBOA platform. You'll lead all technical aspects of implementations, which includes collecting requirements, building workflows, user interfaces, security profiles, reports, training/demonstrating, handling support issues, and much more.


  • Help customers recognize their goals and drive towards a successful, on-time delivery
  • Provide functional expertise to customers during the implementation process
  • Forge strong partnerships with customers and colleagues
  • Engage customers in informed business and technical need discussions vs. feature/function basics
  • Provide strong understanding of FINBOA products with the ability to discuss and demonstrate the full platform and how it may be configured to meet a client's business needs
  • Create and/or improve implementation templates supporting requirements gathering, design and training
  • Follow implementation methodology for all customers and tailor to meet each project's unique business needs
  • Share relevant prior experiences and best practices with customers and colleagues
  • Provide assistance to colleagues where needed
  • Work well in both individual and team settings both on and off client site
  • Provide platform demonstrations and various trainings if required/as needed


  • Bachelor's degree required 3+ years' experience in systems applications consulting, either internally via an IT organization or externally with a consulting firm or software provider
  • Experience with legal operations processes and supporting technologies preferred, though not required
  • Experience delivering software demonstrations preferred
  • Experience with Software as a Service (SaaS) is a plus, as is any experience with financial accounting, customer management, and automation software
  • Previous consulting experience with software applications is a solid predictor of success
  • Strong written and verbal communication skills
  • Must have shown significant and consistent career growth as part of prior experience

FINBOA provides a process automation platform to financial institutions to improve efficiency, reduce risk, and improve customer experience. We value a strong work ethic and a great attitude. Be part of one of the fastest growing companies in Houston. Apply today.