SWIVEL is seeking a talented individual who will support project planning, coordination, and execution for a business unit. The Project Manager collaborates with cross‑functional partners to track progress, identify blockers, and maintain clear communication across teams. This position exists to help ensure projects are delivered on time and with quality, enabling operational consistency and supporting business goals. The Project Manager will lead projects independently from strategic planning to execution. This role requires exceptional communication skills, the ability to influence outcomes at all levels, a strong ability to execute on tasks, a deep understanding of the company’s goals and objectives, and a strong executive presence. This person will bring several years of experience managing projects, ideally in a payments and/or operations space.
Why you'll love this role:
In this role, you’ll support the successful delivery of projects that help strengthen SWIVEL’s operations and business objectives. You’ll work closely with cross‑functional teams, help structure project plans, coordinate milestones, and keep work on track. You’ll leverage your skills in project management, process improvement, and stakeholder communication while contributing to meaningful projects that help the business operate more efficiently.
Essential duties include the following:
- Support end‑to‑end coordination of assigned projects, including timeline management, task tracking, and documenting project updates.
- Partner with cross‑functional teams to gather requirements, maintain project documentation, and follow up on action items.
- Prepare project materials such as status reports, presentations, and meeting agendas; capture notes and follow‑ups.
- Assist with process improvement initiatives by documenting workflows, identifying inefficiencies, and proposing incremental enhancements.
- Monitor project risks and escalate issues to leadership in a timely manner.
- Build and maintain positive working relationships across teams to support collaboration and alignment.
- Contribute to operational planning cycles by providing data, updates, and administrative project support.
- All other duties as assigned.
Serious candidates will possess the minimum qualifications:
- Bachelors degree in Business Administration, Finance, Management Information Systems, or related fields.
- Minimum of two (2) years of general experience in project management.
- Specialized experience in a SaaS or technology industry; EdTech experience would be a plus.
- Analytical-thinking and problem-solving experience
- Ability to think strategically while maintaining a hands-on approach to problem solving.
- Excellent interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.
- Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
- Possess a working knowledge of personal computers to include MS Word, Excel, PowerPoint and SaaS applications.
- Able to lift 10 - 20 lbs. of binders, paper, and/or files.
- Able to sit for long periods of time while executing computer applications, speaking with clients or aiding team members.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
Skills Required
- Bachelor's degree in Business Administration, Finance, Management Information Systems, or related field.
- Minimum of two (2) years of general experience in project management.
- Specialized experience in a SaaS or technology industry (EdTech a plus).
- Analytical thinking and problem-solving experience.
- Ability to think strategically while maintaining hands-on problem solving.
- Excellent interpersonal, organizational, written and oral communication, and telephone etiquette skills.
- Ability to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
- Working knowledge of personal computers, including MS Word, Excel, PowerPoint and SaaS applications.
- Able to lift 10 - 20 lbs. of binders, paper, and/or files.
- Able to sit for long periods while using computer applications and speaking with clients or team members.
- Pass pre-employment drug testing; employer does not hire tobacco users as allowed by law.
What We Do
Since 1976, SWBC has been providing a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. Company Overview Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.
