[Hiring] Implementation Project Manager @MeridianLink

Role Description

The Implementation Project Manager leads the end-to-end delivery of MeridianLink Mortgage LOS, POS, and core banking system integration implementations for new and existing customers, from project kick-off through testing, go-live, and transition to support. The Implementation Project Manager serves as the primary point of contact for customers throughout the implementation lifecycle and is responsible for:

• Project planning
• Customer communication
• Risk management
• Escalation management
• Overall project execution

The role reviews project scope established by contractual agreements, manages implementation activities against established timelines, and drives accountability among both customers and MeridianLink project resources for agreed-upon milestones, deliverables, and project objectives. The Implementation Project Manager serves as the project lead and coordinates activities with Implementation Analysts (IAs) and other cross-functional MeridianLink resources to support successful project delivery. The role reports to the Manager of Services Program Management and is responsible for:

• Evaluating and communicating project risk
• Maintaining portfolio health
• Providing regular status and escalation updates to Services Program Management

Expected Duties:

• Schedule and lead major milestone meetings including the project kick-off, project charter review call, project closure, and other customer-facing meetings as required.
• Create and maintain project plans, resource assignments, milestones, and timelines using approved project management tools, including Smartsheet.
• Serve as the primary point of contact for customers throughout the implementation lifecycle and maintain timely, professional communication regarding project status, risks, decisions, and next steps.
• Drive customer engagement and accountability by monitoring deliverables, action items, dependencies, and readiness activities needed to maintain project momentum.
• Serve as the initial point of contact for project escalations and coordinate resolution efforts with cross-functional MeridianLink resources and leadership as needed.
• Lead and coordinate project activities with Implementation Analysts (IAs) and other cross-functional MeridianLink resources to support successful project delivery.
• Identify, evaluate, document, and communicate project risks, issues, delays, and scope-related concerns to stakeholders and leadership.
• Track and manage implementation-related cases and project administration activities within approved systems, including Salesforce, as applicable.
• Provide regular project status updates, portfolio health updates, and escalation reporting to Services Program Management.
• Maintain internal project management procedures, templates, and operational documentation and recommend process improvements to improve consistency, efficiency, and successful customer outcomes.

Qualifications

• Demonstrated capacity to manage multiple complex implementation projects concurrently while balancing competing priorities, timelines, and stakeholder needs.
• Demonstrated ability to manage customer expectations, facilitate change management, identify and communicate project risk, and communicate effectively verbally and in writing with both customer and internal stakeholders.
• Strong organizational skills with the ability to maintain accurate project plans, documentation, action items, and status reporting across multiple concurrent projects.
• Demonstrated ability to work collaboratively in a cross-functional team environment while adapting to changing priorities, project demands, and business needs.

Requirements

• 3-5 years of relevant experience, specifically leading enterprise software deployments.
• Experience utilizing enterprise project management tools. Specific experience with Smartsheet is preferred.
• Familiarity with the mortgage industry, mortgage origination software, or financial technology solutions is a strong differentiator but not required.
• Experience incorporating AI-powered tools, such as Claude or Microsoft Copilot, into project management, customer communication, documentation, or operational workflows is a plus.