Client Operations Project Manager
Overview
The Digital Client Operations Project Manager is responsible for managing the intake, onboarding, and implementation readiness of customer projects, ensuring each project is fully defined, properly scoped, and prepared prior to entering implementation. This role owns the front end of the project lifecycle, establishing structured, system-driven processes that ensure complete and accurate customer information, clear project requirements, and a defined path to execution.
This position focuses on building and managing scalable project intake and onboarding workflows—possibly within Smartsheet and integrated platforms such as HubSpot and NetSuite—to eliminate manual gaps and reduce reliance on email-based coordination. The role ensures projects meet defined readiness standards, including required data, documentation, and approvals, before transitioning to Implementation.
The position works closely with Client Success, Implementation, Sales and Digital teams to define ownership, align expectations, and ensure a smooth transition from onboarding into execution.
This role operates as a senior-level individual contributor with authority to enforce project intake standards and implementation readiness requirements.
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.
Qualifications
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, Agile Certification preferred
Experience in the financial services, payments, fintech, or banking industry, with familiarity in payment card programs, EMV, or related customer onboarding processes preferred
Qualifications:
Process & Systems Thinking - Strong ability to design scalable processes and implement system-driven solutions that improve efficiency, accuracy, and consistency.
Technical Competency - Experience working within platforms such as Smartsheet, HubSpot, NetSuite, or similar systems. Ability to build workflows, enforce required inputs, and drive system adoption.
Leadership & Influence - Ability to drive alignment across teams without direct authority, while also enforcing standards and holding teams accountable to defined processes.
Communication Skills - Strong verbal and written communication skills, with the ability to clearly define expectations, processes, and responsibilities across internal teams and with customers.
Problem Solving & Execution - Ability to identify operational gaps, develop practical solutions, and execute improvements in a fast-paced environment.
Physical Demands:
This role requires the ability to work from home in a virtual environment, where the following is required:
reliable high-speed internet access (hotspot not acceptable)
dedicated distraction-free home work environment
work is conducted primarily in a seated position with extensive use of office equipment. Work involves dealing with detail, accuracy, and extensive human interaction.
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
Company Overview:CPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.
Benefits:Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.
CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.
The Digital Client Operations Project Manager is responsible for managing the intake, onboarding, and implementation readiness of customer projects, ensuring each project is fully defined, properly scoped, and prepared prior to entering implementation. This role owns the front end of the project lifecycle, establishing structured, system-driven processes that ensure complete and accurate customer information, clear project requirements, and a defined path to execution.
This position focuses on building and managing scalable project intake and onboarding workflows—possibly within Smartsheet and integrated platforms such as HubSpot and NetSuite—to eliminate manual gaps and reduce reliance on email-based coordination. The role ensures projects meet defined readiness standards, including required data, documentation, and approvals, before transitioning to Implementation.
The position works closely with Client Success, Implementation, Sales and Digital teams to define ownership, align expectations, and ensure a smooth transition from onboarding into execution.
This role operates as a senior-level individual contributor with authority to enforce project intake standards and implementation readiness requirements.
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.
Qualifications
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, Agile Certification preferred
Experience in the financial services, payments, fintech, or banking industry, with familiarity in payment card programs, EMV, or related customer onboarding processes preferred
Qualifications:
Process & Systems Thinking - Strong ability to design scalable processes and implement system-driven solutions that improve efficiency, accuracy, and consistency.
Technical Competency - Experience working within platforms such as Smartsheet, HubSpot, NetSuite, or similar systems. Ability to build workflows, enforce required inputs, and drive system adoption.
Leadership & Influence - Ability to drive alignment across teams without direct authority, while also enforcing standards and holding teams accountable to defined processes.
Communication Skills - Strong verbal and written communication skills, with the ability to clearly define expectations, processes, and responsibilities across internal teams and with customers.
Problem Solving & Execution - Ability to identify operational gaps, develop practical solutions, and execute improvements in a fast-paced environment.
Physical Demands:
This role requires the ability to work from home in a virtual environment, where the following is required:
reliable high-speed internet access (hotspot not acceptable)
dedicated distraction-free home work environment
work is conducted primarily in a seated position with extensive use of office equipment. Work involves dealing with detail, accuracy, and extensive human interaction.
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
Company Overview:CPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.
Benefits:Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.
CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.