Implementation Project Manager - BFSI Collections
Location: Mumbai | Full-time | Work From Office
Implementation Team

Convin is building AI that turns customer conversations into measurable business outcomes. Founded by IIT Delhi alumni, Convin develops proprietary AI products that help B2C businesses engage customers across phone calls, WhatsApp, SMS, and website voice widgets. Convin helps businesses turn customer interest into qualified leads, booked appointments, renewals, and completed payments. Convin is building for two demanding B2C markets, India and the United States. In India, we serve leading EdTech, retail, and BFSI businesses. In the United States, we help home service businesses turn more inquiries into booked jobs.

At Convin, every team contributes to solving real business problems. Whether you are building our products, taking them to market, growing customer relationships, or strengthening the organization behind them, your work will directly influence Convin's growth and customer outcomes.

As Convin scales, you will have the opportunity to take ownership, work across India and US markets, and help shape the products, teams, and systems behind our growth. Convin is trusted by leading brands including Physics Wallah, SBI Life, Shaadi.6 on LinkedIn's Top Startups 2025 list in India
Ranked the 19th Best Software Company in India by G2

As an Implementation Project Manager - BFSI Collections, you will own the end-to-end delivery of SaaS implementation projects for enterprise customers in BFSI domain. You will be responsible for planning and executing complex implementations, managing client stakeholders, coordinating cross-functional teams, and ensuring projects are delivered on time, within scope, and to the expected quality standards.

The role requires strong project management expertise, hands-on experience in BFSI B2B SaaS implementations , excellent stakeholder management, and the ability to lead and manage project teams. You will work closely with Sales, Product, Engineering, Customer Success, and Support teams to ensure a seamless customer onboarding and implementation experience.

Project Planning & Execution
Own the end-to-end implementation lifecycle from project kickoff to go-live and handover.
Define project scope, timelines, milestones, dependencies, and success criteria.




Create and maintain detailed project plans and ensure timely execution.
Manage multiple enterprise implementation projects simultaneously.
Track project progress and ensure delivery within agreed timelines and scope.
Client & Stakeholder Management
Act as the primary point of contact for clients throughout the implementation journey.
Manage relationships with business and technical stakeholders across customer organizations.
Conduct regular project reviews, status meetings, and stakeholder updates.
Understand customer requirements and translate them into actionable implementation plans.
Handle escalations, manage expectations, and ensure a positive client experience.
Team Management & Leadership
Lead and manage a team of project managers/implementation resources.
Allocate resources, track team performance, and ensure effective project execution.
Mentor team members and establish best practices for project delivery.
Build scalable processes and frameworks for the implementation team.
SaaS Implementation & Technical Coordination
Drive implementation of B2B SaaS products across enterprise customers.
Coordinate with Product and Engineering teams for integrations, configurations, APIs, deployments, and technical requirements.
Understand technical dependencies and proactively identify implementation blockers.
Ensure successful transition from implementation to Customer Success/Support post go-live.
Risk, Issue & Escalation Management
Identify project risks, dependencies, and potential delays proactively.
Develop mitigation and contingency plans to keep projects on track.
Own critical implementation issues and drive resolution across teams.
Escalate risks appropriately while maintaining clear communication with stakeholders.
Build and standardize implementation processes, SOPs, templates, and playbooks.
Identify opportunities to improve implementation efficiency, quality, and scalability.




Establish project governance and reporting mechanisms.
Drive continuous improvement across the implementation lifecycle.
Track project health, timelines, milestones, risks, and key implementation metrics.
Prepare regular project status reports for internal and leadership stakeholders.
Monitor implementation KPIs and identify areas requiring intervention.
Ensure projects meet defined customer success and delivery objectives.
Work closely with Sales, Product, Engineering, Customer Success, Support, and Operations teams.
Ensure smooth handover from Sales to Implementation.
3–8 years of overall experience in Project Management / Program Management / Implementation.

- Strong hands-on experience in BFSI B2B SaaS implementation or enterprise software delivery.
- Proven experience managing Indian enterprise clients and customer stakeholders.
- Prior experience in team management , including leading and mentoring project/implementation teams.
- Strong experience managing end-to-end implementation projects with multiple stakeholders and dependencies.
- Strong stakeholder management and client-facing capabilities.
- Ability to manage multiple projects and priorities in a rapid-paced environment.
- Comfortable working full-time from the Bengaluru office .

Experience working with BFSI clients or exposure to Banking, Financial Services, Insurance, or related domains.
Experience managing large enterprise accounts and complex implementations.
Exposure to AI/ML-powered SaaS, Conversation Intelligence, Contact Center, or CX platforms .
Technical understanding of APIs, integrations, databases, cloud platforms, and software deployment .
Experience with tools such as JIRA, Asana, Monday.com, Trello, Salesforce, HubSpot , or similar project/CRM platforms.
Familiarity with Agile/Scrum methodologies .
Basic understanding of SQL, scripting, or data analytics for troubleshooting and project execution.

We're looking for someone who can own projects end-to-end , confidently manage enterprise customers, lead internal teams, and ensure implementations move from kickoff to go-live without losing momentum.

The ideal candidate is a strong communicator, structured project manager, hands-on problem solver, and people leader who can operate effectively in a fast-paced B2B SaaS environment.

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