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Yubi

Senior Project Manager

Posted Yesterday
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In-Office
Mumbai, Maharashtra, IND
Senior level
In-Office
Mumbai, Maharashtra, IND
Senior level
Lead customer onboarding and implementation for debt transaction products. Define configurations, workflows, APIs, SFTP, dashboards, and reporting requirements; conduct workshops, UAT, documentation, training, and operational handoffs. Coordinate functional and technical tasks in Jira, resolve platform gaps with Product Management, and manage a team of 3–5 members supporting customer accounts.
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About us: Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to seize it.


In 2020, we began our journey with a vision of transforming and deepening the global institutional debt market through technology. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of corporate borrowers and debt products on one side and helps corporates to discover investors and access debt capital efficiently on the other side. Switching between platforms is easy, which means investors can lend, invest and trade bonds - all in one place. All of our platforms shake up the traditional debt ecosystem and offer new ways of digital finance.


We are a fun bunch who are highly motivated and driven to create a purposeful impact. Come, join the club to be a part of our epic growth story.


Location: Mumbai


Key Responsibilities:

  • Understand the platform for different types of debt transactions for which the person/team is responsible. Example - Colending, Direct assignment, Secularization, SCF

  • Constant appraise and update themselves on the new features developed in the platform and use it for better understanding.

  • Conduct implementation workshop for new customer onboarding for the given debt transaction which the team is responsible for.

  • Understand customer specific policies/protocols on different interaction touch points - API, SFTP, dashboards/reports, user interaction

  • Define the configuration, workflow and educate the customer to use our platform for enabling the given debt transaction also solving for their specific policies/protocols

  • Use Yubis Low code setup to enable interaction touch points wherever possible

  • If there are functional gaps in the platform to solve for specific policies/protocols, those has to be raised with respective product management team and track it till closure

  • Detailed Documentation of customer configuration, workflow, interaction touch points - API, SFTP, dashboards/reports

  • Conduct end to end UAT for a given customer to confirm that all the required desired technical and functional aspects are covered

  • Handover and training Yubis operations team to handle regular operations for the customers if there is a need.

  • Project Management of functional and technical tasks using Jira for every customer and track it till closure

  • Managing and helping a team of 3-5 members to handle a group of customers for a given debt transaction product/products


Qualifications:

  • 8-12 years of experience with a Bachelor's degree in Computer Science, Information Technology, or related field. MBA is a plus

  • Proven experience as a Business Analyst in a product-focused role, preferably with lending background

  • Strong analytical skills with the ability to gather, analyze, and interpret complex data and user feedback.

  • Excellent communication skills with the ability to effectively collaborate with cross-functional teams and present findings to stakeholders at all levels.

  • Proficiency in tools and techniques for analysis, documentation and collaboration (e.g., JIRA, Confluence, Microsoft Excel, Word).

  • Experience with data analysis tools and techniques (e.g., SQL, Tableau) is a plus.



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