Sofi10d ago

Principal Case Management Platform Manager

United States·Friscolead

OtherPlatform Manager

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Quick Summary

Key Responsibilities

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,

Requirements Summary

Bachelor’s degree in a technical or business-related field 10+ years of experience with the Pega platform Deep expertise in Pega (v7–v8+),

Technical Tools

OtherPlatform Manager

Employee Applicant Privacy Notice

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re 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 we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

Responsibilities

~1 min read

→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

Bachelor’s degree in a technical or business-related field
10+ years of experience with the Pega platform
Deep expertise in Pega (v7–v8+), 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

~2 min read

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

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!