Project Management Emphasis

Job Type: Full-time, Remote

About ADVANTAGE

ADVANTAGE, powered by JMFA, partners with community banks and credit unions nationwide to deliver innovative technologies, data-driven insights, and strategic solutions that help financial institutions grow, compete, and deliver better outcomes for their account holders.

Our offerings include:
▪ Overdraft program management
▪ Account acquisition and deposit growth strategies
▪ Vendor contract negotiations
▪ Technology strategy, evaluation and selection

By combining advanced technology with deep industry expertise, we empower financial institutions to optimize performance, enhance account holder experiences, and drive sustainable growth.

Position Overview

ADVANTAGE is seeking a highly motivated project manager to lead client implementation projects from start to go-live. This role ensures that clients successfully install ADVANTAGE’s recommended strategies, programs, and software solutions on schedule and in full compliance.

Implementation Managers play a vital role in maintaining our Client for Life philosophy—building strong, lasting relationships that deliver exceptional value and outcomes. Acting as a trusted advisor, you’ll guide clients through each step of implementation, ensuring that all recommendations align with compliance requirements and support their strategic business goals.

Key Responsibilities

• Lead multiple client implementation projects, ensuring timely delivery and successful adoption of recommendations.
• Serve as a primary point of contact for client project teams from data gathering through post-launch follow-up.
• Develop customized implementation timelines and align milestones to meet the designated go-live date.
• Conduct team meetings with both ADVANTAGE and client stakeholders to maintain progress and address potential risks.
• Submit status reports to internal management to ensure visibility into project milestones and challenges.
• Collaborate with Relationship Managers and Regional Directors to address key performance indicators (KPIs) and implementation risks.
• Facilitate Go/No-Go meetings with internal stakeholders and lead post-implementation reviews to identify best practices.
• Customize client deliverables—including policies, procedures, disclosures, and training materials—for accuracy and compliance.
• Review client websites and account-opening processes to ensure compliant presentation of overdraft services.
• Train client staff on ADVANTAGE software and daily operational procedures.
• Maintain expertise in core processing systems and ADVANTAGE’s suite of solutions.
• Identify opportunities to expand relationships and introduce additional ADVANTAGE products or services.

More About the Role

• Act as a strategic partner, ensuring decisions align with the client’s business goals.
• Maintain strong engagement and communication with client teams at every level.
• Advocate for client needs internally and help resolve issues proactively.
• Influence and collaborate with C-level executives to drive results and return on investment.
• Serve as a thought leader and trusted resource, promoting best practices and adoption across client organizations.

Skills & Qualifications

• 5+ years of project management experience (SaaS, fintech, or banking preferred).
• Banking or credit union experience required—consumer-facing, back-office, or service provider.
• Knowledge of overdraft, courtesy pay, and core processing systems strongly preferred.
• Advanced proficiency in Microsoft Excel and solid working knowledge of Microsoft 365 Suite.
• Strong executive relationship-building and client communication skills.
• Proven ability to manage multiple projects effectively in a remote environment.
• Excellent writing and editing skills, particularly with procedures and documentation.
• Demonstrated success in meeting client satisfaction and cross-sell goals.
• Bachelor’s degree in business, finance, or a related field preferred.
• PMP^® or CAPM^® certification is a plus.

Join ADVANTAGE

We’re a diverse team of innovators, problem-solvers, and collaborators dedicated to helping our clients achieve measurable success. Integrity, accountability, and transparency form the foundation of every partnership—both with our clients and each other.

If you’re passionate about helping others achieve their goals, thrive in a collaborative environment, and want to make an impact, you’ll fit right in at ADVANTAGE.

What We Offer

▪ Health, Dental, and Vision Insurance – effective Day 1
▪ 401(k) with Employer Contribution – eligible after 90 days
▪ Open Paid Time Off – we trust you to take the time you need
▪ Professional Growth Opportunities – continuous learning and advancement from within
▪ Collaborative Culture – diverse, inclusive, and idea-driven

Join a team that values innovation, client success, and personal growth—where you’ll have the tools, technologies, and support to make an impact.