Project Manager Level 2

Position Overview

Key Responsibilities

1. Monitor and manage downstream funnel data received from approximately 40 banking and fintech partners.
2. Review large datasets for completeness, accuracy, formatting issues, discrepancies, delays, missing fields, and data gaps.
3. Triage data alerts and determine the source of ingestion or data-quality issues.
4. Work directly with external partners to communicate data issues, recommend resolutions, and coordinate remediation.
5. Review and validate data against established Client's standards and documented playbooks.
6. Support data governance activities by assessing whether existing data schemas and tagging structures provide the information required for new features, launches, and partner initiatives.
7. Partner with Engineering and Business Intelligence teams to support data ingestion and ensure required data is available for downstream models and business processes.
8. Collaborate with Legal, Product, Engineering, Finance, and other cross-functional stakeholders on data requirements and governance initiatives.
9. Conduct ongoing monitoring of partner data and identify emerging trends or discrepancies.
10. Support Finance and related stakeholders with data monitoring and forecasting-related activities.
11. Maintain accurate documentation and follow established processes for data review, triage, and escalation.
12. Manage multiple partner relationships and data-related requests while ensuring timely resolution.

Core Responsibilities

1. Investigate why expected partner data was not ingested or contains discrepancies.
2. Identify missing, delayed, mismatched, or incomplete data.
3. Coordinate with partners and internal teams to resolve data issues.

1. Work with Legal, Product, Engineering, and other stakeholders to determine future data requirements.
2. Evaluate whether new features or partner initiatives require additional data fields, schema changes, or tagging.
3. Ensure data requirements support appropriate tracking and business processes.

1. Continuously monitor partner data quality and completeness.
2. Identify trends and recurring discrepancies.
3. Support Finance and other stakeholders with data monitoring and forecasting-related needs.

Data & Technical Environment

1. APIs
2. SFTP
3. CSV files delivered via email

Required Qualifications

1. Experience in project management, business operations, data operations, data analysis, business analysis, or a related field.
2. Experience working with large datasets.
3. Strong proficiency with Microsoft Excel; experience working with large datasets in Excel is particularly valuable.
4. Basic knowledge of data analysis and data triaging.
5. Strong attention to detail and ability to identify data discrepancies and inconsistencies.
6. Ability to follow established standards, guidelines, and data governance playbooks.
7. Strong problem-solving and issue-triage skills.
8. Ability to communicate effectively with external partners and internal stakeholders.
9. Experience collaborating with cross-functional technical and non-technical teams.
10. Strong organizational skills and ability to manage multiple ongoing data-related activities.

Preferred Qualifications

1. Experience in banking, financial services, fintech, or credit card-related environments.
2. Familiarity with credit card or financial-services data flows and customer funnels.
3. SQL knowledge.
4. Experience with data governance or data-quality processes.
5. Experience working with Engineering, Business Intelligence, Product, Legal, or Finance teams.
6. Experience working with partner-provided datasets and data ingestion processes.

Stakeholder Environment

1. Finance
2. Engineering
3. Business Intelligence
4. Product
5. Legal
6. External banking and fintech partners

Work Environment

1. Hybrid position based in the Oakland, California office.
2. The role supports a West Coast-based team and broader stakeholder organization.
3. Work involves frequent collaboration with internal technical and business teams as well as external partners.
4. Established playbooks and Client's standards provide guidance for data review, monitoring, and issue triage.

Interview Process

1. Two conversational interviews.
2. Interviews will focus on relevant experience, behavioral scenarios, and understanding of the day-to-day responsibilities.
3. No case study is required.
4. The interview process will focus on candidates’ experience with monitoring, triaging, data quality, partner communication, and cross-functional collaboration.