Job Description
This role has two primary mandates: drive structured requirements documentation across all functional workstreams and produce rigorous solution path evaluations that enable confident build decisions. The role is open to candidates from BA or PM backgrounds — what matters is a proven track record in both disciplines, direct credit card industry experience, and the technical credibility to engage processor partners and internal engineering teams as an informed peer. SMB or commercial card exposure is a strong differentiator.
• Requirements Documentation — Lead discovery sessions across Product, Engineering, Risk, Compliance, Legal, Finance, and Operations; translate outputs into BRDs, functional specs, and user stories with full traceability.
• Maintain a living requirements repository; surface gaps, conflicts, and open questions with a clear resolution path.
• Solution Evaluation — Lead comparative evaluation of shortlisted processor finalists: structured scorecards, capability gap analyses, risk assessments, and commercial model trade-off analysis.
• Produce executive-ready recommendation artifacts to support the final processor selection decision.
• Program Management — Manage the RAID log and weekly status updates; coordinate cross-functional dependencies; serve as the central point of contact for requirements-related questions.
• Own and maintain the SMB Credit Card Discovery Hub (Confluence) as the authoritative artifact repository — RFP responses, decisions log, evaluation frameworks, and meeting notes.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
• 5+ years of direct credit card industry experience (product, BA, program management, or equivalent); 7+ years total in financial services or fintech.
• Proven track record leading structured requirements documentation for complex financial products — BRD/FSD authoring, user story writing, and acceptance criteria definition.
• Demonstrated experience conducting formal vendor evaluations or solution selections, including RFP analysis, capability gap assessments, scoring frameworks, and executive recommendation packages.
• Technical credibility to evaluate processor capability claims, probe integration complexity, and assess commercial terms directly with partners.
• Fluency with program management fundamentals: RAID logs, status reporting, dependency mapping, and milestone tracking.
• Exceptional written communication skills; produces executive-ready documents independently. Proficient in Confluence, Jira, and Microsoft 365.
Nice to Have Skills & Experience
• SMB or commercial card experience in any function — product, operations, underwriting, or program management. Strongly preferred.
• Hands-on experience with major card processing platforms (modern API-first processors, legacy large-scale processors, or both).
• Experience managing a card program in partnership with a BIN sponsor or bank originator.
• Prior experience at a large-scale fintech, card network, or financial institution; familiarity with Visa/Mastercard network rules and card program compliance.
• Working knowledge of regulatory frameworks relevant to commercial or consumer credit: TILA, ECOA, Regulation Z, BSA/AML.
• Proficiency with AI tools like Claude, ChatGPT, Perplexity a plus.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.