• Monitor and manage project financials, scope, and schedule to ensure the project stays on track for assigned client projects • Drive implementations of high-quality AI and digital service solutions • Act as the primary day-to-day point of contact for the client and the operational aspects of the project, with a focus on building strong customer relationships • Facilitate or co-lead with the customer project manager regular status meetings with the project team, sponsors, and all stakeholders • Lead client-facing Outcomes and Business Objectives sessions at project kickoff, defining success metrics, desired business outcomes, and measurable goals. Then track and report progress against those metrics throughout the engagement • Support requirements ownership across the engagement. Partnering with the SA to ensure business requirements are clearly captured, groomed, and traceable through delivery • Comfort in owning user story creation and leading grooming sessions alongside the Solution Architect, owning the quality of user stories and acceptance criteria, and being able to present and speak to them confidently with clients and project teams • Assist consultant team members in the delivery of client presentations during requirements, design, pilot and user acceptance testing sessions • Facilitate and support User Acceptance Testing (UAT), including coordinating test plans, tracking defects, and driving resolution with the project team • Support end-user training efforts by coordinating training logistics, contributing to training materials, and ensuring readiness across client stakeholder groups • Plan, initiate & manage Business-to-Business (B2B) Customer Relationship Management (CRM) systems and Artificial Intelligence (AI) software projects • Coordinate with the Solution & Technical Architects to ensure that client business requirements are effectively incorporated into design specifications • Execute role of Agile Scrum Master and guide the software development lifecycle (SDLC) process for systems and product delivery • Bring a high level of energy and enthusiasm to NeuraFlash, part of Accenture every day

• Monitor and manage project financials, scope, and schedule • Drive implementations of high-quality AI and digital service solutions • Act as primary contact for clients • Facilitate status meetings and track project metrics • Support user acceptance testing and training efforts • Manage B2B CRM systems and AI software projects

• Efficient and effective management of Professional Services projects through the full engagement lifecycle: • Ensure regular and timely communications to all key stakeholders • Manage project issues and risks to resolution • Maintain and foster internal and external customer relationships, ensuring objectives and statement of work deliverables are met • Plan and manage resources ensuring all projects meet scope and budget expectations • Maintain the OpenAir PSA application for project data • Manage and support internal processes for revenue recognition and customer invoicing • Create and maintain project management methodology and process documentation • Provide Project Management services to GuidePoint customers in a professional service capacity • Other duties as assigned

Title: Senior Project Manager & Transformation Coach Location: United States Job Description: Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC. About ASI (A Banyan Software Portfolio): ASI is a financial services organization at a pivotal inflection point. We are modernizing our technology infrastructure, scaling our client operations, and driving enterprise-wide transformation across multiple functions simultaneously. We are building from the ground up and we need a seasoned change leader to create our Project Management Office and own a 5-year transformation agenda that spans technology, operations, and client-facing initiatives. About the Role: We are seeking a transformational, execution-focused Director of Transformation & PMO to build ASI’s Project Management Office from scratch and lead cross-functional change initiatives that will define the company’s next chapter. This is not a transactional program management role. You will be the connective tissue across technology, business operations, and client-facing initiatives, reporting directly to senior leadership with visibility to the CEO, board, and investors. The ideal candidate thrives in ambiguity, has a track record of building processes where none existed, and knows how to drive execution in a fast-moving financial services organization without relying on heavy corporate process overhead. The Role: - Build the PMO from the Ground Up: Design and implement ASI’s project management frameworks, tools, workflows, and governance where none currently exist. - Lead Cross-Functional Transformation Initiatives: Own projects spanning Salesforce optimization, technology modernization, business events, and client change management simultaneously. - Drive End-to-End Execution: Take projects from scoping and stakeholder alignment through delivery, measurement, and sustained adoption, with full ownership of outcomes. - Present to Executive Leadership & Investors: Communicate project status, risks, and outcomes directly to the CEO, board, and investors on a regular basis. - Enable Business Teams to Execute: Coach and support talented employees who are running cross-functional projects alongside their day jobs without formal PM infrastructure or dedicated time. - Champion the Technology Modernization Agenda: Drive a multi-year transition from legacy infrastructure (remote desktop banking environments) to modern, cloud-based operations. - Eliminate Organizational Bottlenecks: Identify process gaps and build lightweight, scalable solutions that keep pace with a nimble organization, without creating bureaucracy. - Own the Salesforce Transformation: Immediately take charge of a complex Salesforce initiative requiring coordination across multiple business stakeholders with competing priorities. - Drive Organizational Change Management: Lead client-facing change management initiatives, ensuring seamless adoption of new processes, systems, and workflows. Qualifications for Success: - 7–10 years of project management experience in financial services or banking, with demonstrated scope across multiple business functions. - Background from smaller, multi-function financial organizations, not narrow-scope delivery roles at large corporate banks. You have seen and driven organizational scale firsthand. - Proven track record building PM infrastructure from scratch, frameworks, workflows, and governance — in environments without an established PMO. - Demonstrated ability to manage projects spanning CRM/technology platforms, business operations, and client-facing change management at the same time. - Strong business acumen, you connect project outcomes to revenue, risk, and client impact, not just delivery milestones. - Exceptional communicator comfortable presenting to C-suite executives, board members, and investors. - Self-starter with an ownership mindset, you drive outcomes independently, not just document and coordinate. You create structure in ambiguity. - Quantifiable achievements that demonstrate organizational impact: examples may include supporting ARR growth ($5M to $20M), documented process savings ($500K–$2M), or successful large-scale technology migrations. - Agnostic on methodology, Agile, Waterfall, or hybrid. You focus on outcomes, not process labels, and adapt your approach to fit the organization’s pace. The expected base salary for this position is: USD $110,000 – $125,000 excluding annual bonus (5% performance bonus potential). Salary is based on several factors including market conditions, location and may vary depending on job-related skills and experience. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Teams, associates, our Operating Companies, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. The hiring process includes AI assistance. Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. Recruitment Notice Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation. Beware of Recruitment Scams We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment. Protect yourself by following these steps: - Verify that all communications from our recruiting team come from an @banyansoftware.com email address. - Remember, employers will never request payment or banking information during the hiring process. - If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it. Your safety and security are important to us. Thank you for staying vigilant.