Trade Ledger is a loan origination and servicing platform. The projects are highly complex working with the client (typically a tier 1 bank) & integration partners such as Codat. Navigating discovery workshops, configuration & change requests, testing, delivery of key objectives, migration and roll out plans, whilst also providing key metrics and communications for business users and steering committee groups.
- Managed the successful implementation of corporate client projects with Tier 1 banks, ensuring timely delivery and alignment with business objectives
- Consulted on internal product and engineering practices, aiding in the prioritisation of the product roadmap
- Directed and coordinated the customer success team to optimise client outcomes and enhance service delivery
- Provided comprehensive sales cycle support through documented customer journeys and Statements of Work (SOWs)
- Maintained schedules to meet key milestones at every project phase.
- Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
- Presented regular status reports to executive leadership, providing insights into progress made toward achieving key milestones.
- Mentored junior project managers and team members to enhance their skills and career growth.