Candidate Qualifications & Experience
10+ Years of Relevant Experience: Leading customer-facing software implementation, professional services, customer success, account management, or strategic consulting engagements with global systems integrators (GSIs) or enterprise software vendors.
Financials Industry Expertise: Strong professional background in banking and / or insurance companies, possessing in-depth domain knowledge of financial workflows, regulatory compliance frameworks, risk management, and security standards.
Portfolio Scale & Manager of Managers: Demonstrated experience leading portfolios of projects (10+ projects concurrently) and managing multiple project managers simultaneously, including full lifecycle accountability, resource balancing, and cross-project governance.
Engagement Management & Escalation Resolution: Proven track record acting as the trusted delivery advisor to VP and C-level client executives, managing complex stakeholder dynamics, and driving high-stakes project risk and conflict resolution.
RPA, Automation & Agentic Implementation: Hands-on experience delivering enterprise UiPath automation ecosystems, business process automation, and emerging autonomous agent architectures.
Professional Certifications: PMP (Project Management Professional) and / or PgMP (Program Management Professional) certification strongly preferred (or equivalent PRINCE2 Practitioner).
Center of Excellence (COE) Setup: Proven background establishing and scaling enterprise Automation Centers of Excellence, defining governance frameworks, and driving organizational enablement programs.
Change Management & Agile Delivery: Strong expertise in change management processes for dynamic professional services engagements, agile program delivery, and multi-workstream execution.
Commercial & Contract Governance: Deep experience reviewing, executing, and defending complex Statements of Work (SOWs) and MSAs in parallel.
Communication & Leadership: Exceptional executive client-facing communication, negotiation, and cross-functional leadership skills across technical and business domains.
Technical Ecosystem Familiarity: Familiarity with other automation platforms (e.g., Automation Anywhere, Blue Prism, OpenSpan) and modern cloud/SaaS architectures is an added plus.
Key Responsibilities & Core Deliverables
Portfolio Delivery Leadership: Govern and drive end-to-end delivery of a multi-million-dollar portfolio comprising 10+ concurrent software implementation projects across the AMER Financial Services sector, ensuring all commitments are met within scope, timeline, quality, and margin targets.
Manager of Managers: Supervise, coach, and align multiple project managers and technical project leads, driving standard delivery methodologies, resource optimization, and professional development across the regional team.
Executive Engagement & Escalation Management: Act as the executive delivery sponsor and primary escalation resolution authority for key enterprise accounts, conducting steering committee meetings and proactively remediating delivery risks.
Technical Feasibility & Solution Alignment: Collaborate with solution architects, AI specialists, and engineering leads to evaluate architectural trade-offs, define technical feasibility, and ensure robust integration of UiPath and agentic capabilities.
Financial Services Regulatory Standards: Embed industry-specific security, auditability, data privacy, and governance standards into every automation workflow for banking and insurance clients.
Resource Governance & Project Controls: Oversee resource availability, capacity modeling, project budgets, and change verification techniques across all assigned client programs.
SOW, MSA & Commercial Governance: Lead the definition, scoping, and review of Statements of Work (SOWs), Master Services Agreements (MSAs), and delivery acceptance criteria in coordination with Sales and Legal.
Continuous Delivery Excellence: Identify repeatable best-practice artifacts, delivery kits, and automation templates to package and share with worldwide project teams and delivery partners.
Customer Success & Value Realization: Maintain top-tier Customer Satisfaction (CSAT) and Net Promoter Scores (NPS), drive referenceable customer case studies, and partner with sales to cultivate expansion opportunities.