• Responsible for the delivery (execution) of organizational projects, ranging from three to eight projects at any given time. • Drives key project decisions by meeting scoped deliverables and outlining risks and issues. • Assists with the discovery of resources needed to reach objectives and manages resources in an effective and efficient manner. • Prepares budget based on scope of work and resource requirements and tracks project costs to ensure we’re staying within approved budget. • Analyzes and solves problems that are complex in nature and presents multiple recommendations on solutions. • Provides transparency, accuracy and appropriate status updates including communicating any variances from scheduled delivery dates. • Manages contracts with vendors and suppliers by assigning tasks and communicating expected deliverables. • Measures project performance to identify areas for improvement. • Responsible for the coordination and completion of projects ranging in duration from six months to two years on time and within budget and scope. • Oversees all aspects of projects including setting deadlines, assigning responsibilities and monitoring project progress. • Works directly with key stakeholders to ensure deliverables fall within the approved scope and budget. • Coordinates internal resources and third parties/vendors for the seamless execution of projects. • Assists in the creation of project scope and objectives, involving all relevant stakeholders and ensuring resource and technical feasibility. • Develops a detailed project schedule and work plan to monitor and track progress. • Regularly prepares project status reports for upper management. • Measures project performance and manages changes to the project scope, schedule and budget using standard techniques. • Establishes and maintains relationships with third parties/vendors. • Creates and maintains comprehensive project documentation. • Uses and continually develops leadership skills. • Comply with all Federal Regulations as they pertain to your job duties, including BSA.

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. SWIVEL 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: SWIVEL is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWIVEL does not hire tobacco users as allowed by law. To learn more about SWIVEL, visit our website at https://www.getswivel.io/. If interested, please click the appropriate apply button.

• Maintain and update project schedules, task lists, and milestones in project management tools • Track and update RAID logs (Risks, Actions, Issues, Decisions) • Monitor progress against plan and flag risks, dependencies, and delays to the Project Manager • Maintain accurate, up-to-date project documentation and artifacts in designated repositories • Prepare weekly project status reports and dashboards for internal and customer stakeholders • Capture meeting notes, action items, and decisions; follow up to ensure closure • Coordinate and support internal and external project meetings • Prepare agendas, materials, and presentations for project forums • Distribute meeting minutes and action items in a timely manner • Track team time, allocations, and PTO as needed for project planning • Support budget tracking and basic financial reporting • Ensure projects adhere to defined delivery methodologies and governance standards

• 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.