Program Manager

FintechOS is the AI platform for financial product operations — purpose-built to help banks, credit unions, and insurers design, launch, and evolve financial products dramatically faster than traditional methods. Our platform sits above existing core systems, enabling institutions to modernize without rip-and-replace, and to innovate without rebuilding from scratch.

We serve 60+ financial institutions across North America, Europe, and Asia-Pacific — including Hanscom Federal Credit Union, Vibrant Credit Union, Groupe Société Générale, and Admiral Group — and partner with Microsoft, Deloitte, Finastra, and Fiserv. Headquartered in New York and London, FintechOS delivered 40% year-over-year revenue growth in 2023 and is profitable and scaling fast.

The Opportunity

This is not a traditional program management role.

Delivery discipline is the baseline, not the measure of success. You will be evaluated on Net Revenue Retention, renewal rates, expansion ARR, and the depth of the strategic relationships you build with credit union leadership. The best candidate will have led complex financial technology transformations — and will be ready to evolve into the trusted partner credit unions turn to for their next phase of growth.

You will carry a portfolio of US credit union accounts at various stages of their FintechOS journey — from early platform adoption through to deep, multi-product engagement. You will be the senior FintechOS presence for these institutions: governing their transformation programs, building relationships with their executive teams, identifying expansion opportunities, and ensuring every customer realises measurable value from the platform.

Core Responsibilities

Customer Retention & Strategic Relationship Management

• Own the strategic health of a portfolio of US credit union accounts — acting as the senior FintechOS relationship owner across executive and working-level stakeholder teams.
• Build trusted, long-term relationships with CEOs, CIOs, COOs, and Chief Digital Officers within credit unions — understanding their member-growth objectives, competitive pressures, and technology constraints.
• Conduct regular Executive Business Reviews (EBRs) that articulate clear ROI in credit union terms: member acquisition, loan growth, product launch speed, and operational efficiency — not just platform utilization metrics.
• Proactively identify and close value gaps: situations where a credit union is underutilizing their platform investment relative to what their member base and competitive environment demands.
• Manage at-risk accounts with structured recovery plans; escalate early with context, options, and a clear path to resolution.

Expansion & Growth

• Identify and develop expansion opportunities within existing accounts — new product lines (digital account opening, embedded lending, mortgage automation), additional business units, or new member segments — working closely with commercial and solution teams.
• Build a documented expansion roadmap for each account during the first year of engagement, creating a natural pipeline of future ARR embedded in the credit union’s own strategic plan.
• Translate FintechOS platform capabilities and new releases into compelling member-impact business cases that resonate with credit union boards and executive leadership.
• Serve as the internal voice of US credit unions at FintechOS — bringing market intelligence, member-experience insights, and regulatory signals into product and commercial conversations.

Transformation Oversight & Program Governance

• Provide senior governance leadership across credit union technology transformation programs — including core system modernisation above legacy platforms (Fiserv DNA, Symitar, Corelation), digital channel launches, and loan origination overhauls.
• Establish and chair governance boards and steering committees, ensuring alignment between customer leadership, delivery partners, and FintechOS expertise throughout the transformation lifecycle.
• Maintain a rolling transformation roadmap for each account that is anchored to business outcomes, not just implementation milestones — and that extends well beyond go-live.
• Drive consistency and…