Senior Project Manager & Transformation Coach

Banyan Software

About The Position

ASI, a Banyan Software portfolio company, is at a pivotal inflection point, modernizing its technology infrastructure, scaling client operations, and driving enterprise-wide transformation. They are seeking a seasoned change leader to build their Project Management Office (PMO) from the ground up and own a 5-year transformation agenda. This role is crucial for defining the company's next chapter, acting as the connective tissue across technology, business operations, and client-facing initiatives, with direct reporting to senior leadership and visibility to the CEO, board, and investors. The ideal candidate thrives in ambiguity, has a proven track record of building processes in new environments, and can drive execution in a fast-paced financial services organization without excessive corporate overhead.

Requirements

7–10 years of project management experience in financial services or banking, with demonstrated scope across multiple business functions.
Background from smaller, multi-function financial organizations, not narrow-scope delivery roles at large corporate banks.
Proven track record building PM infrastructure from scratch, frameworks, workflows, and governance in environments without an established PMO.
Demonstrated ability to manage projects spanning CRM/technology platforms, business operations, and client-facing change management simultaneously.
Strong business acumen; ability to connect project outcomes to revenue, risk, and client impact.
Exceptional communicator comfortable presenting to C-suite executives, board members, and investors.
Self-starter with an ownership mindset; ability to drive outcomes independently and create structure in ambiguity.
Agnostic on methodology (Agile, Waterfall, or hybrid); focus on outcomes and adapting approach to the organization’s pace.

Nice To Haves

Quantifiable achievements demonstrating organizational impact (e.g., supporting ARR growth, documented process savings, successful large-scale technology migrations).

Responsibilities

Design and implement ASI’s project management frameworks, tools, workflows, and governance from scratch.
Lead cross-functional transformation initiatives including Salesforce optimization, technology modernization, business events, and client change management.
Manage projects from scoping and stakeholder alignment through delivery, measurement, and sustained adoption, taking full ownership of outcomes.
Communicate project status, risks, and outcomes directly to the CEO, board, and investors on a regular basis.
Coach and support employees managing cross-functional projects alongside their primary roles, in the absence of formal PM infrastructure.
Drive a multi-year transition from legacy infrastructure to modern, cloud-based operations.
Identify process gaps and build lightweight, scalable solutions to eliminate organizational bottlenecks without creating bureaucracy.
Take charge of a complex Salesforce initiative requiring coordination across multiple business stakeholders with competing priorities.
Lead client-facing change management initiatives to ensure seamless adoption of new processes, systems, and workflows.