Solutions Delivery Manager
Core
Facilitate data mapping, analysis, and ingestion activities for customers during the onboarding lifecycle, acting as a liaison between internal teams and external stakeholders.
Role type
Senior Solutions Delivery Manager (Professional Services)
Builds
Customer data integration projects, historical data migrations, and API implementations for financial services clients.
Domain
Financial Services / SaaS / Data Integration
Required skills
SQL, Excel, data mapping, API integration troubleshooting, project management, cross-functional coordination, technical documentation, QA processes
Preferred skills
Mortgage/Financial Services industry knowledge, SaaS experience, B2B software environment experience, AI system utilization
Technologies
SQL, Excel, API, flat files
Responsibilities
Engage with customers to guide data import processes and communicate file format requirements; Review import files for field mapping, data content, and formatting; Perform QA on data after imports or API integration completion; Manage documentation repositories and create best practice guides; Serve as project manager for customer API projects from setup to completion; Utilize project tracking methodologies to manage multiple projects; Troubleshoot customer-specific data integrations and resolve issues within complex datasets.
Seniority
Senior, hands-on IC with management responsibilities