Senior Project Manager

JD - Senior Project Manager

About Vymo

Vymo transforms how financial institutions manage their distribution networks and collections

operations.Our AI-powered DMS and CMS platform serves 350,000+ users across 70+ global

financial enterprises, enabling banks and insurers to optimize performance across their

distribution channels, and empowering banks to drive operational excellence in collections.

Why Global Leaders Choose Vymo

Vymo partners with financial institutions through a comprehensive solution that combines deep

domain expertise with cutting-edge technology. Our platform's human-centric design, coupled

with enterprise-grade scalability and AI-powered intelligence, delivers measurable business

outcomes while ensuring high user adoption and engagement.

Recognition & Trust

● Backed by $45M+ funding from Peak XV partners (formerly Sequoia), Emergence Capital,

and Bertelsmann Investments.

● Trusted by leading global financial institutions including Berkshire Hathaway, AIA, AXA, SBI

Life, HDFC Bank, Aditya Birla Capital, Tata AIA, ABSLI and many more!

● Recognized by Celent in their 2024 Distribution Management Solutions report, with an

Advanced Functionality ranking.

● Featured in Gartner's Market Guide for Sales Engagement Applications and recognized as

a Strong Performer in Forrester's Sales Engagement Wave Report.

● Microsoft AI for All award winner for innovation in artificial intelligence

Explore Vymo at https://vymo.com/

Product:

The evolution of Vymo as a product can be broadly divided into three phases

1. Lead and Activity Management: We provided a mobile-first lead and activity management

tool that enabled large enterprises with distributed field sales teams to digitize their sales

processes and get real time visibility into their team's productivity.

1. Sales Engagement Platform: We built capabilities like nudges, goals, playbooks,

performance dashboards etc that enabled large financial institutions to improve their business

outcomes(faster time to convert, higher sales, increased productivity etc).

1. Distribution Management Platform: We are currently in this phase. With a significant

increase in the number of apps an average seller uses to perform their day-to-day business

activities,financial institutions are looking to consolidate their tech stack. In addition, werealize

that we have an opportunity to become an insurance core system by owning the end-to end

advisor life cycle - recruitment, onboarding, training, selling, engagement and performance

management.

About the Role

As a Senior Technical Project Manager at Vymo, you will lead our most complex, high-value implementations for global financial institutions. You will be the strategic lead for client onboarding, ensuring that Vymo's AI-powered platform is delivered with high quality, on time, and aligned with the intricate requirements of the BFSI (Banking, Financial Services, and Insurance) sector.

Key Responsibilities

1. Enterprise Client Onboarding & Delivery

• End-to-End Ownership: Lead the complete lifecycle of onboarding for Tier-1 global accounts (Discovery $rightarrow$ Planning $rightarrow$ Delivery $rightarrow$ Go-live).
• Strategic Face of Vymo: Act as the primary point of contact for senior business and IT stakeholders at the client organization, ensuring a predictable and high-quality delivery experience.
• Complex Account Management: Navigate the unique challenges of large-scale enterprise accounts, managing multiple workstreams and high-level project roadmaps.

2. Technical Delivery Ownership (BFSI Context)

• Technical Discovery: Lead discovery sessions to surface integration points, data flows, and non-functional requirements early in the project.
• Integration Governance: Partner with Engineering and Product teams to plan deliveries with a deep understanding of system constraints, APIs, middleware, and third-party integrations.
• Risk & Dependency Management: Anticipate and mitigate technical risks across Dev, QA, UAT, and Production environments, specifically within regulated BFSI infrastructures.

3. Agile Execution & Program Governance

• Agile Leadership: Plan and execute delivery using Agile/Scrum, ensuring sprint goals are strictly aligned with customer milestones and business outcomes.
• Scope & Change Control: Own the delivery governance — managing scope, timelines, and change requests. You will assess the impact of change requests on effort, risk, and regression.
• Engineering Standards: Ensure all deliveries adhere to engineering standards, security protocols, and quality benchmarks required by global banks and insurers.

4. Release, Go-Live & Post-Launch

• Launch Readiness: Drive the go-live readiness process, including code freeze coordination, deployment checklists, and formal sign-offs.
• Production Stability: Coordinate production deployments and Hypercare with Engineering, QA, and Support teams. Lead incident triage and Root Cause Analysis (RCA) for any post-launch issues.

5. Leadership & Process Excellence

• Mentorship: Guide and mentor Junior Project Managers on delivery excellence, customer management, and execution tactics.
• Continuous Improvement: Contribute to Vymo's delivery Playbook, refining best practices and scalable frameworks for global deployments.

Requirements (The Must-Haves)

• Experience: 8–10 years of experience in Technical Project Management, with at least 5+ years in a B2B SaaS Product company.
• Industry Domain: Significant experience managing product implementations within the BFSI (Banking/Insurance) sector. You understand the language of financial institutions.
• Global Delivery: Proven track record of managing implementations for US-based clients while collaborating with India-based Engineering/Product teams.
• Agile Mastery: Expert working knowledge of Agile methodology and JIRA (Certifications like PMP or CSM are a major advantage).
• Technical Proficiency: Hands-on ability to understand data flows and integration aspects (APIs, Middleware) from a delivery and operational lens.
• Soft Skills: Excellent customer communication (written and verbal) and a solve the issue attitude. High sense of ownership and customer obsession.