Project Manager I - CCBX

Description

About Us

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement strategies. We support not only individuals with their personal banking needs; we also empower businesses by integrating modern banking technology that drives growth, flexibility, and innovation.

At Coastal, we think and move like entrepreneurs; focused on impact, speed, and continuous improvement. We believe in working smart, collaborating deeply, and building solutions that unlock real potential. If you're someone who thrives in a fast-moving environment, loves solving complex problems, and wants to help shape the future of banking, we’d love to meet you.

 Check out our video here! 

Requirements

Overview

You’ll be the engine of execution for Coastal projects — turning goals into clear plans, creating cadence, and keeping teams aligned so we ship on time and within scope. This role independently manages multiple, cross-functional projects with support from PMO leadership, building a culture of clarity, accountability, and follow-through. 

Responsibilities To Include

Plan & Scope

• Partner with stakeholders to define scope, objectives, deliverables, and success criteria; ensure technical feasibility and alignment with business goals. 
• Develop right-sized project plans, timelines, and resource assumptions; outline tasks and delegate clearly. 

Run Delivery

• Coordinate internal teams and/or third parties/vendors to execute with accuracy and efficiency. 
• Lead the day-to-day cadence (standups, planning, reviews), capture decisions and action items, and drive follow-ups to closure. 
• Manage change control for scope/schedule; update plans and owners as impacts are understood. 

Track, Communicate & Measure

• Maintain source-of-truth schedules, RAID (risks/assumptions/issues/dependencies) logs, and comprehensive project documentation in Notion. 
• Measure performance using appropriate tools/techniques; track and report progress against short- and long-term goals. 
• Provide clear, predictable status updates and escalate challenges/dependencies to management early—no surprises. 
• Coordinate testing, cutover, and go-live checklists; ensure required artifacts (requirements, runbooks, support handoffs) are complete. 

Risk, Budget & Governance

• Perform risk management; propose mitigations and contingency plans. 
• Support budget tracking and resource allocation as needed. 
• Build strong relationships across Product, Engineering, Operations, Risk/Compliance, and external partners. 

Tooling & AI (part of the job, not all of it)

• Use Jira for backlog/boards and delivery tracking; use Notion for docs, templates, and status hubs. 
• Recommend improvements to our PM toolset and workflows (integrations, dashboards, automations). 
• Identify safe, practical ways to use AI (e.g., status draft assistance, meeting note summaries, risk/theme synthesis), with appropriate guardrails in a regulated environment. 

Regulatory Awareness

• Maintain working knowledge of relevant banking regulations and policies, including the Bank Secrecy Act (BSA), USA PATRIOT Act, OFAC, Regulation E, Truth in Lending Act, Truth in Savings Act, and UDAAP; follow internal compliance procedures. 

Qualifications

• Experience leading multiple, cross-functional projects end-to-end (financial services/fintech or regulated environments a plus). 
• Strong organization and facilitation skills; clear written and verbal communication tailored to execs and delivery teams. 
• Problem solving with minimal guidance; good judgment on when to escalate. 
• Collaborative mindset—able to build trust, hold teams accountable, and keep work moving without formal authority. 
• Comfort with ambiguity and iterative delivery; bias for action and follow-through. 
• Proficiency with Notion and Jira (or similar), plus Microsoft Outlook, Excel, and Word. 
• Interest in tooling/automation and an eye for where lightweight AI can help (and where it shouldn’t). 

Education/Experience

• 2–3 years of project management experience; banking/fintech or SaaS/technology experience preferred. 
• Project Manager Professional (PMP) certification or equivalent is preferred. 
• Working knowledge of multiple PM principles/methodologies (Agile, waterfall/phase-gate, hybrid) and associated best practices. 
• Proficiency in project management software and tools Notion and Jira (or similar)  

How We’Ll Measure Success

• Milestones delivered on plan—or variances surfaced early with options and trade-offs. 
• Visible reduction in open risks/issues and clearer cross-team accountability. 
• Reusable Notion/Jira templates and dashboards adopted by partner teams. 
• Positive stakeholder feedback on clarity, cadence, and predictability. 

How You’Ll Thrive At Coastal

• Be the Best – Communicate effectively, pay close attention to detail, and prioritize your personal development.
• Be Relentless – Thrive in a goal-oriented environment exercising both patience and persistence. Advocate for our customers and team members and strive to promote the Coastal Difference.
• Be Un-Bankey – Be a forward thinker with a creative mindset. Build long-lasting relationships promoting the Coastal Difference, built on a foundation of integrity, honesty, and trust.
• Embrace Gray Thinking – Use sound judgment while decision-making and problem-solving. Think outside the box.
• Stay Flexible – Organize and strategize effectively while always being prepared to adapt on the fly. Seek efficiencies for Coastal to work smarter, not harder.
• Take Care of Each Other – Understand what it means to be a true team player and have your teammate's back. Practice self-awareness and build your emotional intelligence.

Being You At Coastal

Coastal is an equal opportunity employer. We are committed to providing a workplace free from discrimination and harassment. All employment decisions are based on merit, qualifications, and business needs. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable laws. 

Physical Demands

The physical demands described below are required to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee must be able to:

• Sit for extended periods of time.
• Stand for extended periods of time.
• Perform repetitive finger, hand, and arm movement.
• Use electronic office equipment such as a computer keyboard, mouse, ten key, telephone, etc. 
• View and read computer screens for extended periods.
• Occasionally stoop, kneel, crouch, or crawl.
• Occasionally lift or move up to 10 pounds.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Salary Description $98,408 - $115,00