Manager of Professional Services & Implementations
Four Eyes Financial
Manager, Professional Services & Implementations
The Manager Professional Services & Implementations owns the critical post-sales lifecycle from contract signature through successful client onboarding and initialization. Reporting to the Chief Revenue Officer, this role builds, formalizes, and leads the Project Management Office (PMO) to ensure that Four Eyes’ wealth management compliance and data automation solutions are deployed on time, within scope, and with a world-class client experience. Serving as the operational bridge between Sales, Product Services, and enterprise clients, the Manager directly impacts Time to Value (TTV) metrics and long-term client retention.
Key Responsibilities
- PMO Leadership & Methodology Design: Architect, document, and continuously optimize a scalable framework for client implementations, and projects. Establish project management methodologies, health-tracking dashboards, and risk-mitigation protocols for all active client implementations. Manage project allocations to ensure team capacity is balanced across concurrent client rollouts.
- Client Onboarding & Delivery Execution: Own the formal transition from Sales into Delivery, ensuring all technical requirements and scope parameters are clearly mapped. Serve as the executive project lead on high-complexity client deployments, managing stakeholder relationships within enterprise wealth management institutions.
- Scope & Margin Management: Ensure projects are delivered within agreed scopes. Identify, track, and manage scope creep, converting custom requests into formalized change orders or product feedback loops.
- Cross-Functional Collaboration: Partner closely with Sales, Client Success, and Engineering & Delivery during late-stage sales cycles to ensure delivery timelines are realistically framed in client agreements.
- The Stabilization Handshake: Own accountability through the initial Stabilization Phase. Manage a strict Definition of Done process to seamlessly transition live, stable clients to the Client Support & Revenue Operations team for ongoing BAU support.
- Performance & Reporting: Track and report on key delivery KPIs including Time to Value (TTV), milestone adherence, and client CSAT at go-live. Use data to continuously improve delivery methodology and reduce the stabilization window.
Key Competencies
SaaS & WealthTech Delivery Experience : 5+ years of project management or professional services delivery experience within B2B SaaS, with preference for FinTech or WealthTech environments.
- Has delivered complex software implementations within regulated financial services environments.
- Understands the unique compliance and change management dynamics of wealth management firms.
- Has navigated multi-stakeholder onboarding projects with competing priorities and tight regulatory timelines.
- Brings structured delivery practices to an environment that is scaling its implementation function.
Technical Aptitude & Integration : Proven experience navigating complex software deployments involving data architecture, API integrations, and institutional security and compliance frameworks.
- Can engage meaningfully with technical teams on data migration, API configuration, and custodian integrations.
- Understands security and compliance requirements relevant to financial data environments (SOC 2, SSO, data residency).
- Translates technical constraints into clear client-facing language and manages expectations accordingly.
PMO Methodology & Process Design : Deep familiarity with Agile/Waterfall hybrid project management systems. PMP, Agile, or equivalent certification is a strong asset.
- Has designed or formalized a delivery playbook, onboarding framework, or PMO function from scratch or early stage.
- Establishes governance structures, health-tracking dashboards, and risk-mitigation protocols across concurrent projects.
- Continuously refines delivery methodology using lessons learned, performance data, and stakeholder feedback.
Executive Communication & Change Management: Exceptional executive-level communication skills, with a proven ability to manage change management and pushback within large financial institutions.
- Conducts highly effective project status meetings with clear agendas, documented decisions, and actionable follow-ups.
- Translates technical complexity and implementation challenges into business language for C-suite and compliance stakeholders.
- Manages difficult conversations around scope, timelines, and client resource issues with professionalism and composure.
Four Eyes Financial is a rapidly growing Regulatory Technology company based in Saint John, NB. We are at the forefront of change in how Wealth firms optimize their data and compliance functions through our Intelligent Compliance Platform.
Benefits Include
- Group health & dental benefits
- RRSP matching program
- Competitive salary & vacation days
- And more!
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Manager of Professional Services & Implementations in Moncton, NB vacancy
- ...inspiring teams? If so, GardaWorld is on the hunt for a savvy Service Delivery Manager to steer our ship towards new horizons. As a Service... ...productivity targets and quality standards. Develop and implement streamlined processes to enhance efficiency. Collaborate...SuggestedPermanent employmentInternship
$77.12k - $104.11k per year
...As the Manager – Customer Service, you will manage a team responsible for ensuring customer service levels are met or exceeded. You will establish... ...internal and external constituencies with high degree of professionalism and a focus on continuous improvement, while exhibiting...SuggestedWork at officeImmediate startWorldwideShift work- ...Johnston Equipment as a Road Service Technician. As the Road Service... .... Able to interpret and implement technical procedures Solid... ...and tools to better manage warehouse productivity; racking... ...are growing and need talented professionals to drive our vision to create...SuggestedWork at officeFlexible hours
- ...195696 Career Group: Store Management Job Category: Retail -... ...highest level of customer service, while adhering to all Food... ...Regulatory Adherence • Lead the implementation of all corporate policies,... ...budget Personal/ Professional Development • Thorough understanding...ImplementationLong term contractFull timeTemporary workInternshipWork at officeLocal area
- ...days) to receive an alert: Supervisor Service Apply! » Date: May 30, 2026... ...responsible for the day-to-day operations and management of the service department, managing the... ...Ensure that personnel are customer oriented, professional and adequately trained to perform their...Suggested
- ...Centre with a Cause: Patient Service Coordinators Needed! As part... ...Recognized as one of Canada’s Best Managed Companies, we believe in... ...standards of confidentiality and professionalism Track and report adverse... ...); experience in patient management systems is a plus Customer...Permanent employmentFull timeLocal areaShift workAfternoon shift
- ...Make an impact with our Family Office Services team as an Associate. The MNP Family Office... ...team is a multi-disciplinary team of professionals that works with clients to help them understand... ...to work independently Strong time management skills and able to work across multiple...Work at officeRemote workFlexible hours
- ...performance, an enjoyable travel experience, and most importantly, service with a smile. Our success is due to our people, and we’re... ...Service Representatives to join our growing team of committed professionals in Moncton, NB. Duties and Responsibilities Assist customers...Permanent employmentPart timeFlexible hoursShift work
- ...Customer Service Representative Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for... ...and services. Use smartphone-based U-Scan technology to manage rentals and inventory. Move and hook up U-Haul trucks and trailers...Start todayManual laborLocal areaImmediate start
$46.29k per year
...in everything we do — and that begins with our team of 8,000+ professionals who bring a cross-section of diverse life experiences and career... ...leading solutions in insurance, primary care and emergency medical services that impact millions of lives in Canada each year. Our...Permanent employmentFull timeContract workInternshipWork at officeWork from homeMonday to fridayFlexible hoursShift work- ...Department Managers play a key leadership role in driving sales... ...example in safety, customer service, and visual merchandising standards... ...performance metrics, and implementing action plans to meet targets... ...and customer concerns professionally, promoting a respectful and...Shift work
$57.5k - $76.2k per year
...Technicians to join our amazing group of professionals. As part of the Materials Engineering... ...forward our ambitious plans to enhance our service offering in the province through your... ...environment. You will support sample management and the safe materials handling practices...Work at officeLocal areaRemote workFlexible hours- ...activities of staff who prepare and portion food Train staff in job duties, sanitation and safety procedures Ensure that food and service meet quality control standards Address customers' complaints or concerns Maintain records of stock, repairs, sales and wastage...Full time
- The Bayview Group is a full service, parts and sales dealer for Kenworth Trucks. We are currently hiring for our Moncton New Brunswick... ...Ability to work in a team environment and present themselves in a professional manner with a positive cooperative attitude. * Maintain an...Hourly payFull timeRelocation packageFlexible hours
$17 per hour
...activities of staff who prepare and portion food Train staff in job duties, sanitation and safety procedures Ensure that food and service meet quality control standards Address customers' complaints or concerns Maintain records of stock, repairs, sales and wastage...Permanent employmentFull timeRemote work- ...seeking a proactive and detail-oriented professional to join our team. In this role, you will... ...customer experience. Role: Customer Service Representative | White Glove Division... ...Essential Competencies: Exceptional time management skills with the ability to multitask and...Work at officeMonday to friday
$21 per hour
...Eaton’s ES AMER PCS division is currently seeking a Intern, Field Service Representative (4 to 12-month) - Moncton, NB . The hourly rate... ...scope of work performed Follow required safety practices Manage paperwork and office procedures, as required Perform all work...Hourly payInternshipWork at officeRelocationWeekend workAfternoon shift- ...Représentant(e) des services techniques Vous aimez être en contact avec les gens et la technologie? Nous sommes actuellement à la recherche d’un(e) représentant(e) des services techniques , que nous appelons Agent(e) des services . Dans ce poste, vous répondrez aux besoins...ApprenticeshipFlexible hours
$55k per year
...partnership with our District Managers, Corporate Store Managers,... ...marketing initiatives. Will manage the stores within the Southern... ...performance. Prioritize customer service, engagement and expediently... ...schedule Training and professional development Employee discount...Long term contractContract workWork at office$40.25k per year
...in everything we do — and that begins with our team of 8,000+ professionals who bring a cross-section of diverse life experiences and career... ...leading solutions in insurance, primary care and emergency medical services that impact millions of lives in Canada each year. Our...Permanent employmentFull timeInternshipWork at officeRemote workMonday to fridayFlexible hoursShift workAfternoon shift- ...You’ll love it here! We are hiring immediately for a technical service representative , which we call service agent . In this role, you will take care of our customers’ service and repair needs. No experience required! Your everyday tech use has already given you a...Immediate startFlexible hours
- ...General Managers at Canada's leading casual dining restaurant, Boston... ...member experience, the General Manager will work to attract Guests by developing and implementing marketing, advertising, public... ...pace environment Driven by professional development opportunities, and...Casual workWork at officeLocal areaFlexible hours
$18.25 per hour
...when working from home you must have reliable, hard-wired internet service and a quiet, distraction-free place to work. Job Description:... ...industry standard Be point of contact for the event vendor management process includes activating and adding new vendors Accurate...Permanent employmentContract workWork from homeFlexible hours$17 - $24 per hour
...work remotely. Work setting ~ Retail service establishment Responsibilities Tasks... ...operations Plan and organize daily operations Manage staff and assign duties Determine merchandise and services to be sold Implement price and credits policies Resolve...Permanent employmentFull timeRemote work- ...Senior Account Manager / Account Manager – Bermuda Office Technology & Managed Services Our client, an established Bermuda-based technology solutions provider, is... ...Bermuda. Bermuda offers a unique combination of professional opportunity, international business exposure,...Contract workWork at officeRelocation package
- ...Job Responsibility: Sales Manager The Hotel Business is your first love and selling... ...degree is preferred. Previous customer service experience is also required, with prior... ...while exhibiting a consistent level of professionalism and the ability to evaluate and select among...Full timeLocal area
- ...Job Type Full Time Position Details To perform regular scheduled service, maintenance, startups, troubleshooting and repairs on a variety of refrigeration and HVAC systems. You will also be responsible for promoting the continued growth of the service team to current...Weekly payRemplacementFull timeApprenticeshipFlexible hoursShift work
- ...What is the opportunity? As Manager, Operation Process Optimization, you will deliver... ...employee experience in the design and implementation of processes and to proactively identify... ...collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and...ImplementationLong term contractFull timeTemporary workWorldwide
- ...Store 6002306: 365 Elmwood Dr., Moncton, New Brunswick E1A 1Y6 Customer Service Representative Flexible schedules Large, stable employer Opportunities for fast career advancement Task variety Weekly pay Night shift premium Employee discount Scholarship...Weekly payTemporary workPnpFlexible hoursNight shift
- ...job duties, sanitation and safety procedures Estimate ingredient and supplies required for meal preparation Ensure that food and service meet quality control standards Address customers' complaints or concerns Maintain records of stock, repairs, sales and wastage...Permanent employmentFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager of Professional Services & Implementations. Be the first to apply!
Related searches
- responsable services généraux Moncton, NB
- responsable service Moncton, NB
- coordonnateur de service Moncton, NB
- responsable service à la clientèle Moncton, NB
- project manager no experience Moncton, NB
- operations manager - administrative services Moncton, NB
- responsable département service client Moncton, NB
- case manager no experience Moncton, NB
- social media manager no experience Moncton, NB
- gérant de service Moncton, NB