Program Manager

You will carry a portfolio of US credit union accounts at various stages of their FintechOS journey, from early platform adoption through to deep, multi-product engagement. You will be the senior FintechOS presence for these institutions: governing their transformation programs, building relationships with their executive teams, identifying expansion opportunities, and ensuring every customer realises measurable value from the platform.

Responsibilities

Own and grow a portfolio of US credit union clients, building strong executive relationships and driving long-term customer success; Lead strategic conversations (EBRs) that demonstrate business impact, including member growth, loan volume, speed to market, and operational efficiency; Identify and unlock expansion opportunities within accounts, shaping roadmaps that drive future revenue and align with customer strategy; Oversee large-scale transformation programs, ensuring strong governance, stakeholder alignment, and delivery focused on business outcomes; Drive platform adoption and value realization, enabling customers to scale usage and build internal capability on the FintechOS platform; Contribute to practice growth by mentoring team members, supporting pre-sales, and shaping the Customer Success approach for North America

Requirements

Based in the US (ideally Florida) with valid work authorization; Deep credit union industry knowledge, including the cooperative governance model, NCUA regulatory framework, and core processing platforms (Fiserv DNA, Symitar / Episys, Corelation Keystone, or equivalent); Proven track record of governing large-scale financial technology transformations, ideally including core system modernisation, digital account opening, loan origination platforms, or embedded lending programs; Demonstrable success growing and retaining strategic accounts, measured in NRR, renewal rates, and expansion revenue; Track record of building trusted relationships with credit union CXOs, Board-level stakeholders, and transformation leadership; Excellent written and verbal executive-level communication skills; experience presenting to credit union boards or executive committees is a strong advantage; High ownership mentality and proactive operation

Nice to have

Experience working within or alongside a SaaS platform vendor serving the credit union or community banking space, including understanding of subscription economics and platform adoption cycles; Familiarity with credit union technology ecosystems, including CUSO relationships, core-adjacent integrations, digital banking platforms (Lumin, NCR, Q2), and payment networks (Velera, PSCU); Experience with Customer Success platforms (Gainsight, ChurnZero, or equivalent) and program tooling (Jira, Confluence, Smartsheet, or similar); Relevant certification: PMP, PRINCE2, or Certified Customer Success Manager