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Manages approximately 15 digital banking clients across the Western U.S., driving retention, renewals, revenue expansion, and product adoption. Builds executive relationships, conducts business reviews, aligns digital strategies with client outcomes, presents recommendations, negotiates contracts, and collaborates with sales, marketing, product, and implementation teams. The role requires banking or credit union experience, consultative SaaS/PaaS selling expertise, and strong strategic account management skills.

Lead Terafina implementation projects by configuring solutions, developing Salesforce customizations and integrations, gathering requirements, supporting sprint reviews, UAT, cutover, and issue resolution. Collaborate with cross-functional teams and customers, provide technical project management, and train Salesforce developers. Serve as a liaison with Terafina support and work across US and India teams.

Implement and customize Terafina solutions for financial institutions using Salesforce development, integrations, and configuration. Gather requirements, design solutions, support implementation sprints, UAT, cutovers, and transitions. Collaborate with cross-functional teams and customers, resolve delivery issues, and train Salesforce developers. Apply business analysis, technical project management, Salesforce architecture, API integration, and version control expertise across US and India teams.

Supports HR Business Partners with employee relations, performance management, talent planning, onboarding, compensation cycles, HR metrics, compliance, employee communications, and process improvements. Serves as a first point of contact for routine HR questions, maintains employee records, assists with organizational initiatives, and builds relationships across the organization while developing foundational HR business partnering experience.

Manage approximately 15 digital banking clients across the Western U.S., driving retention, renewals, revenue growth, and product expansion. Build executive relationships, conduct business reviews, align digital strategies with client outcomes, present proposals, negotiate contracts, and promote multi-product adoption. Collaborate with sales, marketing, product, and implementation teams to support client success. Represent the company at trade shows, conferences, and client events.

The Project Manager leads complex projects for financial institutions, ensuring timely delivery, stakeholder communication, and effective project governance while managing resources and risks.

Candescent seeks a Business Operations Consultant to support banks and credit unions by optimizing digital banking solutions, enhancing customer experience, and leveraging data analytics for growth.

Lead and scale revenue operations to drive new business, expansion, and renewals. Own renewals, retention, forecasting, territory and quota planning, KPI frameworks, and process optimization. Partner cross-functionally with Sales, Customer Success, Finance, Product, and Marketing. Build and mentor a high-performing Sales Operations team and deliver executive-level insights.

Lead month‑end, quarter‑end, and year‑end close activities, maintain the general ledger per US GAAP, prepare audit schedules, research complex technical accounting (ASC 606/842), strengthen internal controls, partner cross‑functionally, and drive accounting process and systems improvements.