CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions. The Digital Client Operations Project Manager is responsible for managing the intake, onboarding, and implementation readiness of customer projects, ensuring structured processes and smooth transitions from onboarding into execution.
Responsibilities:
- Manage project intake and onboarding by defining requirements, capturing necessary data, and ensuring projects are properly structured prior to implementation
- Enforce implementation readiness standards, including required inputs, documentation, and approvals before projects begin
- Design and maintain system-based project workflows (Smartsheet, HubSpot, NetSuite) to support scalable and consistent processes
- Partner with Client Success, Implementation, and Digital teams to align ownership and ensure effective project handoffs
- Support a structured, professional customer onboarding experience through standardized tools and communication methods
- Establish and track key onboarding and implementation readiness metrics to measure success, identify gaps, and drive continuous improvement
- Continuously improve onboarding and readiness processes based on performance, volume, and evolving business needs
- Support cross-functional initiatives related to onboarding, implementation readiness, and lifecycle process improvements as needed
Requirements:
- Bachelor's degree in Business Administration, Information Systems, Finance, or a related field preferred. Equivalent professional experience may be considered
- 5+ years of experience in project management, onboarding, implementation, or operations with demonstrated success in building and improving workflows and systems in a cross-functional environment
- Project Management Professional (PMP) certification required
- Experience in the financial services, payments, fintech, or banking industry, with familiarity in payment card programs, EMV, or related customer onboarding processes preferred
- Strong ability to design scalable processes and implement system-driven solutions that improve efficiency, accuracy, and consistency
- Experience working within platforms such as Smartsheet, HubSpot, NetSuite, or similar systems. Ability to build workflows, enforce required inputs, and drive system adoption
- Ability to drive alignment across teams without direct authority, while also enforcing standards and holding teams accountable to defined processes
- Strong verbal and written communication skills, with the ability to clearly define expectations, processes, and responsibilities across internal teams and with customers
- Ability to identify operational gaps, develop practical solutions, and execute improvements in a fast-paced environment
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
- Agile Certification preferred