Senior Onboarding Project Manager (Fort Lauderdale)

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-technical teams — translating complex concepts into clear, actionable next steps for all parties. You come up to speed quickly on our product capabilities, non-technical processes, and the unique features and customer benefits our platform offers, and you speak about them with confidence and credibility.
• Project Management Excellence You bring advanced project management skills suited to complex onboarding: multiple workstreams, intricate requirements, dependencies on third parties, and executive-level visibility. You are disciplined in planning, RAID management, risk mitigation, and executive-ready reporting to ensure we deliver what we promised.
• Transparency and Communication You communicate clearly and consistently to both tactical and executive audiences. You keep teams tightly connected and always aware of what’s been done, what’s at risk, and what’s happening next. You are generous with your time and energy — to your customers and your internal team — and you prioritize clarity over comfort when delivering updates.

Qualifications

In addition to a proven ability to manage complex, cross-functional projects, we’re looking for:

• 5+ years of experience in customer-facing, complex, enterprise project delivery or project management roles (e.g., Onboarding/Implementation, Professional Services, Program Management).
• Excellent understanding of the payments ecosystem, with a particular focus on card issuing and related bank, network, and fulfillment partner interactions.
• Demonstrated success leading API-driven or technical integrations between customers and a SaaS/platform provider.
• Proven ability to prioritize, manage, and deliver multiple complex projects on time in a fast-paced, high-growth environment.
• Highly self-motivated; comfortable operating under aggressive timelines and in ambiguous environments.
• Ability to build strong working relationships and influence across multiple teams and levels, both internally and externally.
• Comfort working across product, technology, legal, operations, and commercial teams, and translating technical platform capabilities into clear business value for customers.
• Superior communication skills (interpersonal, verbal, written, and presentation) with the ability to tailor messaging for both executives and day-to-day operators.
• Proficiency with standard project management tools and practices (e.g., project plans, RAID logs, Gantt/roadmaps, stakeholder RACI) and collaboration tools (e.g., Jira/ClickUp, Confluence/Docs, Slack/Teams).

Nice to have

• Experience working within issuer processors, banks, card networks, or card fulfillment providers.
• Experience with ledger or accounting concepts (e.g., account structures, reconciliation, treasury operations) for bank or fintech programs.
• Direct experience in fintech, payments, or card issuing programs (e.g., virtual cards, commercial card programs, digital wallets).
• Prior ownership of onboarding or implementation methodology, including templates, playbooks, and standard operating procedures.
• Experience mentoring or coaching other project managers or implementation leads.

Location, Work Style, and Eligibility

• Location: Remote-first
• Work style: This is a highly collaborative role that requires comfort working across time zones and functions; limited travel (e.g., up to 10–20%) may be required for key customer launches or internal planning sessions.

Why Qolo

• Opportunity to help]]>