Senior Onboarding Project Manager
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About Qolo
- now part of CSI
Qolo, now part of Computer Services, Inc. (CSI), simplifies complex financial infrastructure so businesses can grow with confidence. Qolo provides modern payment solutions, including a unified ledger, card issuing, digital wallets, and real-time transaction processing.
Job Summary
As a Senior Onboarding Project Manager at Qolo, you will lead complex onboarding projects that integrate our cutting-edge payment solutions. These projects involve close collaboration with banks, card networks, and card fulfillment providers to deliver seamless and secure payment experiences. You’ll work with both bank clients and fintechs building programs on Qolo’s unified ledger and payments platform, ensuring funds flows, account hierarchies, and configurations are set up correctly from day one.
You will own end-to-end delivery for some of our most strategic and complex customer programs and help shape how Qolo runs onboarding overall. Reporting into the Customer Success organization, you will partner closely with Product, Engineering, Risk/Compliance, and Commercial teams to ensure that what we promise, design, and launch is delivered on time, within scope, and with high quality.
To be successful, you’ll bring a blend of payment expertise, operational acumen, project management discipline, technical aptitude, and customer centricity.
Primary
Responsibilities:
Delivery Ownership
Serve as the Directly Responsible Individual accountable for overall success of your onboarding projects, including scope, timeline, quality, and stakeholder alignment.
Lead and manage complex onboarding projects, ensuring they are completed on time, within scope, and within budget.
Identify, sequence, and drive completion of all project tasks and workstreams required for timely project delivery.
Maintain and manage core project artifacts (e.g., project plans, RAID logs, decision logs, status reports) so that all stakeholders have a clear view of progress and risk.
Develop a clear understanding of each program’s funds flows and how they map to Qolo’s unified ledger (accounts, hierarchies, and reconciliation), ensuring onboarding designs support accurate settlement and reporting.
Customer and stakeholder leadership
Serve as the primary point of contact for customers and internal stakeholders during onboarding, ensuring clear expectations and a consistent experience.
Collaborate with cross-functional teams — including Product, Engineering, Risk/Compliance, Operations, and Commercial owners — to meet project goals and customer expectations.
Facilitate effective project governance, including regular status meetings, executive readouts, and decision forums for your programs.
Manage dependencies with external partners (banks, networks, card fulfillment providers, and other third parties) to keep work moving and unblock issues.
Risk, issues, and change management
Proactively identify project risks and issues, maintain RAID visibility, and execute mitigation and contingency plans before they impact launch.
Drive structured change control: ensure scope changes are documented, assessed (timing, cost, risk), and communicated to customers and internal stakeholders.
Escalate critical risks and decisions to leadership with clear options and recommendations.
Process, methodology, and continuous improvement
Develop and refine onboarding strategies, playbooks, and templates to improve customer time-to-value and operational efficiency.
Capture lessons learned from each onboarding project and feed them back into Qolo’s standard methodology, documentation, and tooling.
Mentor and coach other project managers and onboarding team members on best practices, helping to raise the overall bar for delivery.
Governance, compliance, and standards
Ensure compliance with Qolo policies, processes, and standards throughout the project lifecycle.
Partner with Risk, Compliance, and Legal teams to ensure onboarding activities align with regulatory expectations and sponsor bank requirements.
Contribute to internal documentation, runbooks, and training that help Qolo teams support customers effectively post-launch.
How You Will Operate:
Customer Focus You have a passion for exceeding customer expectations. You anchor decisions in long-term customer success, even when it requires tough trade-offs on scope or timeline. You push yourself, and the entire project team, to ensure our customers are successful.
Problem Solver You enjoy problem solving and thinking outside the box to find creative solutions to challenges. When things get tough, that’s when you excel and rise to meet obstacles. You use your experience leading complex projects to anticipate where problems might surface and stay ahead of them with clear plans, so programs are delivered as expected.
Bridge Between Tech and Non-Tech You understand API-driven applications and data flows and are comfortable working in a technical environment. You act as the bridge between technical and non-tech