Full-Time

Implementation Project Management SR

Confirmed live in the last 24 hours

Sagent

Sagent

1,001-5,000 employees

Modernizes mortgage loan servicing with software

Fintech
Financial Services

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, resolve issues swiftly, and access expert advice. Unlike many competitors, Sagent emphasizes a seamless integration of advanced technology into the servicing process, which not only boosts customer satisfaction but also helps banks and lenders reduce costs and improve servicing values. The company's goal is to transform the mortgage servicing landscape, making it more efficient and user-friendly for both financial institutions and consumers.

Company Stage

M&A

Total Funding

$17M

Headquarters

Upper Merion Township, Pennsylvania

Founded

2018

Growth & Insights
Headcount

6 month growth

0%

1 year growth

2%

2 year growth

25%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for AI-driven document automation boosts Sagent's market potential.
  • Mobile-first solutions attract millennials and Gen Z homebuyers.
  • Regulatory scrutiny increases demand for compliance-focused software, benefiting Sagent.

What critics are saying

  • Emerging fintech startups pose a threat to Sagent's market share.
  • Integration challenges from ISGN acquisition may affect client retention.
  • Rapid tech advancements require continuous updates to Sagent's software.

What makes Sagent unique

  • Sagent offers AI-embedded tools for document automation and predictive insights.
  • Their mobile-first platform enhances consumer experience in mortgage servicing.
  • Sagent's SaaS model ensures scalable and efficient mortgage loan servicing.

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