Implementation Project Manager

About the Role

Your Money Line is seeking an Implementation Project Manager to lead custom and white-label implementations for our largest, most complex customers and partners. This person will manage each project from discovery through launch, translating the customer’s business and technical needs into a clear, actionable project plan.

Working closely with customers, Sales, Client Success, Marketing, and Product & Engineering, the Implementation Project Manager will define project requirements and scope, establish timelines, and coordinate delivery. This person will keep projects on track by managing risks and dependencies, resolving issues, and providing regular progress updates. Creating and maintaining clear implementation process documentation is a core responsibility, along with applying lessons learned to streamline workflows and make future implementations more efficient and consistent.

The ideal candidate will combine strong project management skills and technical aptitude with the ability to build customer trust and explain technical concepts clearly to non-technical stakeholders. They should be comfortable navigating complex requirements and balancing competing priorities in a startup environment. An entrepreneurial mindset and a builder’s mentality are essential, demonstrated by taking initiative, adapting to change, and helping shape how the team works as the company grows. This role reports directly to the Director of Client Success.

This is a hybrid role based in Indianapolis, IN. Candidates must be able to work from our Indianapolis office 3 days per week. We are not considering fully remote candidates for this role.

Applicants must also be legally authorized to work in the United States without the need for current or future employment visa sponsorship.

Responsibilities

• Lead custom and white-label implementations for the largest and most complex customers and partners, from Sales handoff through launch and transition to Client Success
• Gather and document business and technical requirements, translate them clearly for Product & Engineering, and define project scope, deliverables, and what a successful launch looks like
• Build and maintain project plans with timelines, milestones, dependencies, task owners, and target launch dates
• Serve as the primary point of contact for customers and partners during implementation, leading kickoff meetings and providing regular progress updates
• Manage 5-10 concurrent implementations, typically 30-90 days each, coordinating Sales, Client Success, Marketing, and Product & Engineering and holding stakeholders to their commitments
• Identify project risks and roadblocks early, resolve issues, and escalate when needed
• Build and maintain the implementation playbook, including SOPs, project templates, onboarding checklists, and customer-facing instructions, and improve it with each launch
• Performs other duties as assigned.

Requirements and Qualifications

• 2-4 years of experience managing customer implementations, onboarding, or cross-functional projects in a customer-facing role, preferably in a B2B SaaS environment
• Bachelor's degree (preferred)
• Tech-literate and proficient with SaaS platforms, including working with data files and formatting; able to gather technical requirements and communicate them to Product & Engineering
• Experience with project management and collaboration tools; familiarity with HubSpot or Salesforce is a plus

About Your Money Line

Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals. Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making impactful, positive changes in the lives of employees and their families.

Benefits

Medical Insurance (Company pays 75% of the premium for all tiers)

Health Savings Account with employer HSA contribution

Dental and Vision Insurance

Company Equity

401K with Company Match

Unlimited Wellness Time Off

Unlimited Paid Time Off

Unlimited access to YML platform and resources

Flexible Spending Accounts and Dependent Care Flexible Spending Account

Elective Accident, Disability, and other non-medical insurance coverages

Group-Life & AD&D Insurance

Paid Paternity, Maternity, and Adoption Leave

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