Principal Case Management Platform Manager
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Job Location:
Frisco, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members were changing the way people think about and interact with personal finance.
Were a next-generation financial services company and national bank using innovative mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation and were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples lives with our core values guiding us every step of the way. Join us to invest in yourself your career and the financial world.
The role:
This role exists to own and evolve SoFis enterprise case management platform with a primary focus on Pega. The Principal Case Management Platform Manager (IC5) is responsible for defining how workflows are built scaled and used across operations.
This person leads the platform strategy and execution including the migration from Zendesk to Pega and drives automation of manual workflows across payments lending fraud and servicing. They act as the bridge between Product Operations Risk and Engineering to ensure the platform supports business priorities and improves operational efficiency at scale.
What youll do:
- Own the strategy roadmap and operating model for Pega and case management platforms
- Lead the end-to-end migration from Zendesk to Pega and ensure long-term scalability
- Partner with Product Operations Risk and Engineering to translate business needs into workflow solutions
- Design and optimize workflows that reduce manual work and improve operational efficiency
- Establish platform governance standards and best practices to ensure consistency and reuse
- Oversee delivery implementation and rollout to ensure solutions are adopted and meet business goals
- Drive release readiness user adoption training and change management
- Ensure platform capabilities meet regulatory and compliance requirements (e.g. SOX PCI)
- Define and track success metrics monitor platform performance and continuously improve based on data and feedback
What youll need:
- Bachelors degree in a technical or business-related field
- 10 years of experience with the Pega platform
- Deep expertise in Pega (v7v8) including Pega Cloud (PaaS)
- Experience owning or leading enterprise platforms or products end-to-end
- Strong background in workflow design case management and process optimization
- Experience working cross-functionally with Product Operations Risk and Engineering
- Ability to influence senior stakeholders and translate technical concepts into business outcomes
- Proven ability to operate in ambiguity and drive results independently
Nice to have:
- Pega Lead System Architect (LSA) certification
- Experience with GenAI and Constellation UI
- Domain expertise in payments fraud or lending
- Familiarity with IAM tools such as Okta SailPoint or CyberArk
Required Experience:
Manager
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
