Project Manager - Financial Services, SaaS

About Xceptor

Data is at the heart of everything we do:
Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust.

Our mission is to empower business users within financial institutions to build automated processes that deliver trusted data.

• Client Centricity
• One Team
• Impactful

We are looking for an experienced client‑facing Project Manager within our Client Delivery team to take responsibility for delivering a variety of projects across all our products and value proposition for new and existing global clients. These clients use Xceptor to support their digital transformation across a broad range of data and process automation use cases. As a key member of the team, you will run a portfolio of projects across a spectrum of banking, capital markets, financial services, and insurance clients.

• Managing the delivery of client implementations. Participating in all phases of onboarding clients – project initiation, infrastructure enablement, product delivery, platform integration, acceptance, migration and go‑live – ensuring that all aspects of the governance framework are adhered to.
• Working on several projects in parallel, including new Xceptor deployments, system upgrades and supporting a range of hybrid advisory/consulting services in line with our flexible delivery options.
• Leading projects that involve high levels of collaboration, both internally and externally. Working side‑by‑side with our clients, their project managers, business users and technical teams to deliver on project objectives.
• Taking the time to understand our clients, their businesses and operations, seeing their challenges and providing insight into how Xceptor can help solve them.
• Leading project governance from initiation through to closure, taking responsibility for planning, scheduling, executing and monitoring your projects. Managing stakeholders, scope, risk, change, quality and budget, and dovetailing Xceptor’s approach with the client’s delivery practices.
• Communicating project status internally and to clients according to agreed reporting methods, format and frequency. Running project meetings from daily stand‑ups through to steering committee meetings.
• Developing and maintaining strong product knowledge of Xceptor to act as a trusted adviser to clients. Working alongside Xceptor’s technology and strategic partners to coordinate joint delivery activities, ensuring seamless integration and maximising the platform’s value.
• Monitoring and reporting on monthly revenue performance against planned work, flagging variances and supporting timely corrective action to keep projects commercially on track.
• Managing project resource allocation, ensuring team members are fully assigned to deliverables and effectively utilised across the project lifecycle.
• Demonstrating a strong willingness to develop product knowledge to guide clients through successful implementations while proactively identifying and pursuing opportunities to extend platform value beyond initial engagements.
• Working closely with the PMO, providing direction and oversight on their involvement in project delivery to ensure alignment with governance, standards and reporting requirements.

• Proven track record of project management within a banking and/or vendor environment supplying products to banks and experience of software change projects.
• Experience managing multiple clients and a variety of external full‑cycle projects in parallel, from initiation and planning through to go‑live and closure.
• Working either for a Fin Tech software provider or a software development or implementation team within a banking or financial services organisation.
• Strong working knowledge of project‑management governance and control frameworks.
• Experience applying hybrid delivery approaches (Agile, Waterfall or blended) to suit client and project requirements.
• Experience using Rocketlane or similar PSA…