Strategic Projects Manager

CloudMargin is an award winning, growth-stage FinTech company offering an innovative Software-as-a-Service (SaaS) service. We are rapidly challenging the way financial and corporate institutions manage the collateral and risk associated with derivatives trading. We believe in offering our community an affordable, easy to deploy and scalable service.
Backed by professional investment and corporate investors, our global team works closely across product, technology and sales disciplines. Our flat structure and ethos of openness and communication means you’ll be engaged with everyone in the business and have the senior leadership team as one of your key stakeholders.

Primary Purpose of Role

A high-impact role at the centre of the business. Working directly with the President & COO and the Senior Leadership Team, you'll turn strategic priorities into structured plans and drive cross-functional projects and client initiatives through to completion. You'll bring structure, follow-through and reporting rigour to CloudMargin's most important work - freeing the COO to focus on strategic and external-facing priorities.

Core Accountabilities

• Own the COO's project-tracking system and priorities log - tracking key client and cross-functional projects, chasing action owners and surfacing risks, blockers and slippage early.
• Build structured plans, timelines and status reporting for strategic initiatives (e.g. strategic client projects and restructuring projects).
• Prepare materials for recurring leadership cadences, including monthly and quarterly management information and board packs.
• Keep function leads aligned with the COO's priorities, running regular check-ins and holding them to agreed deadlines.
• Support Client Success on large-scale client projects, bringing project management rigour and cross-functional coordination to major implementations and renewals.
• Run meetings independently with external stakeholders (clients, vendors, advisors) and manage those relationships directly.
• Analyse and summarise financial and operational data to support the COO's decisions (e.g. forecast inputs, vendor cost comparisons, KPI tracking), and own research, due-diligence and scoping work such as vendor RFPs, contract reviews and process reviews.

What Success Looks Like

• The COO has a single, up-to-date view of every priority project, with risks surfaced before they become problems.
• Leadership and board packs are delivered on time and accurate, with minimal input needed from the COO.
• Strategic client projects and internal initiatives land on schedule, with clear owners and follow-through.
• Senior leaders spend noticeably less time on coordination and chasing, and more on strategic and external priorities.

Experience

• 5+ years' experience in project management, business operations, strategy & operations, or consulting
• Financial services and/or capital markets experience is required; experience in a SaaS or fintech environment is an advantage.
• Demonstrated ability to run multiple concurrent projects and stakeholders to deadline with minimal supervision.
• Comfortable working with financial and numerical data (budgets, forecasts, KPI reporting) and turning it into clear, actionable summaries.
• Experience preparing executive or board-level materials (decks, status reports) is an advantage.
• A PM qualification (PMP, PRINCE2, Agile) is an advantage but not required.
• Experience setting up or improving project-tracking tools (e.g. Asana, Notion, Jira or similar), and using automation or AI tools to reduce manual reporting, is an advantage.

Skills

• Highly organised; able to turn ambiguous asks into clear plans with milestones and owners.
• Confident communicator, able to manage up to the COO and Senior Leadership Team, run meetings and own follow-through with external parties, and hold peers and function leads accountable without formal authority over them.
• Analytical and numerate; comfortable in spreadsheets and financial models.
• Discreet - regularly exposed to confidential strategic, financial, and compensation information.
• Proactive and self-directed; comfortable operating with incomplete information and shifting priorities.
• Shows sound judgement on when to escalate risks or concerns directly rather than let them sit unaddressed.
• Proactively closes own knowledge gaps (e.g. new functions, tools or reporting methods) as COO priorities evolve.

Education / Professional Qualifications

No specific qualification required.

Compensation & Benefits

Competitive base salary

Leave entitlement

• 25 days paid leave per year plus all Public Holidays

Flexibility

• We operate a hybrid-remote approach to work which includes at least two days per week in the office and four days per month where we get together for team days on Thursdays.
• 45 working days Work From Anywhere (WFA) policy

Learning and development

• £1,000 (or local equivalent) per year

Family

• Enhanced maternity pay (10 weeks full pay, 10 weeks half pay)
• 6 weeks paternity pay

Wellbeing

• Pension
• Life insurance
• 2x Wellness Days per year (no questions asked!)

Health

• Private healthcare
• Annual flu jab

Equal Opportunities

CloudMargin is committed to equal opportunities in employment and to a working environment free from discrimination, bullying, harassment and victimisation. We welcome applications from all backgrounds and, in line with the Equality Act 2010, will make reasonable adjustments throughout the recruitment process on request - just let the Recruiting Team know your requirements.

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