Full-Time

Implementation Project Management SR

Posted on 11/15/2024

Sagent

Sagent

1,001-5,000 employees

Modernizes mortgage loan servicing with software

Data & Analytics
Enterprise Software
Fintech

Mid, Senior

Dallas, TX, USA

25%-50% travel required if not located in Dallas.

Category
Project Management
Business & Strategy
Required Skills
ServiceNow
SCRUM
Requirements
  • Bachelor’s degree in Business, Computer Science, or relevant discipline with 4 - 6 years of experience in a related field. Experience will be considered in lieu of a degree.
  • Project Management Professional (PMP) certification and / or Certified Scrum Master is beneficial but not required.
  • Familiarity with the financial/mortgage services industry, preferable within a financial institution or fintech company.
  • Demonstrated effectiveness in a program or project management role where technology is used to transform business processes or functions.
  • Ability to apply lessons learned from prior projects or programs to continuously improve implementation services planning and delivery.
  • Knowledge of project management methodologies and best practices.
  • Strong organizational, problem-solving aptitude and time management skills with ability to manage multiple tasks and multiple projects (including attention to details and multi-tasking skills).
  • Strong written, verbal, and presentation communication skills.
  • Excellent client-facing and internal communication skills with all levels of staff and management.
  • Expertise with MS Project, ServiceNow Projects and/or other project planning software.
  • Demonstrated experience in project management and customer onboarding.
  • Familiarity with SaaS-based solutions and financial technology.
  • Ability to provide guidance and support to a team.
  • Customer-focused mindset with a commitment to customer success.
  • 25%-50% Travel required if not located in Dallas.
Responsibilities
  • Lead assigned implementation projects to deliver scope on time and within budget.
  • Work with the Customer and Sagent's product stakeholders to identify everything needed to create macro (milestone) and micro (task) level project plans for product implementations.
  • Drive the implementation process from kick-off with the customer through go-live and transition to steady state – this will require working across teams, leading via influence, proactively finding ways to move impediments, surfacing blockers as needed, and driving progress to meet critical path milestones.
  • Analyze and determine customers’ implementation and system usage needs as related to customer’s business processes and coordinate with customer, third party vendors, and internal Sagent teams to ensure successful product implementation and adoption.
  • Execute principal project management activities including: Providing schedule management by creating and maintaining an effort-driven project schedule for each project by identifying and monitoring: overall project timeline, project milestones, tasks, resources, task and cross-plan dependencies, and critical path; Controlling and tracking project performance, time allocations, cost, quality and overall delivery (includes evaluating project progress, and conducting regular team status meetings); Providing issue and risk management by anticipating and identifying issues and risks that may impact deliverables while developing and owning / driving all mitigation and corrective actions; Monitoring and reporting on the status of project efforts including time reporting, resource forecasting, executive reporting, issue management and risk prevention/mitigation; Establishing scope that ensures the project remains focused on key objectives, goals, tasks and critical path for one or more projects.
  • Develop and manage project expectations ensuring all applicable functional areas are engaged on the projects.
  • Provide training, consultation and support to the client before, during and immediately after new client, existing client & new vendor implementation / conversion efforts.
  • Perform other related duties and process improvement projects as requested by management.

Sagent modernizes mortgage loan servicing for banks and lenders by providing software solutions that enhance efficiency and user experience. Their products include AI-driven tools for automating document processes, offering real-time insights, and enabling chat capabilities powered by generative AI. This technology allows financial institutions to manage large volumes of consumer loans while ensuring compliance and operational efficiency. Sagent's focus on a mobile-first consumer experience empowers homeowners to handle their mortgages easily, leading to improved customer satisfaction. Unlike competitors, Sagent emphasizes a subscription-based software-as-a-service model, which allows for scalable solutions tailored to the needs of banks and mortgage lenders. The company's goal is to streamline mortgage servicing operations, reduce costs, and increase servicing values across various market conditions.

Company Stage

M&A

Total Funding

$17M

Headquarters

Upper Merion Township, Pennsylvania

Founded

2018

Growth & Insights
Headcount

6 month growth

1%

1 year growth

4%

2 year growth

27%
Simplify Jobs

Simplify's Take

What believers are saying

  • Sagent's specialized focus on mortgage servicing technology positions it as a leader in a niche market with high demand.
  • The acquisition of ISGN Corporation could lead to expanded product offerings and improved technological capabilities, benefiting both employees and customers.

What critics are saying

  • The niche focus on mortgage servicing technology may limit Sagent's market opportunities compared to more diversified fintech companies.
  • Integrating ISGN Corporation's operations and technology could present challenges, potentially disrupting business continuity and innovation.

What makes Sagent unique

  • Sagent focuses on mortgage servicing technology, setting it apart from broader fintech companies that may not specialize in this niche.
  • The acquisition of ISGN Corporation enhances Sagent's capabilities and market reach, providing a competitive edge in mortgage technology.

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