Solutions & Project Delivery Manager — BFSI
Turn customer needs into solutions that work.
At Orlig, we believe every successful transformation begins with listening—listening to customers, operations, data and the people delivering the service.
We are looking for an experienced Solutions & Project Delivery Manager who can work with banks, insurers and other financial institutions from the first discovery conversation through to successful implementation.
This is a hybrid role combining presales solutioning, business analysis and project management. You will not simply hand a proposal to another team after the deal is signed. You will remain responsible for ensuring that what we understand, propose and promise can be successfully delivered.
What You Will Do
Presales and Solutioning
- Conduct discovery workshops with Customer Service, Contact Centre, Complaint Management, Operations, Compliance, Risk and IT teams.
- Listen to customers and uncover the operational issues behind their stated requirements.
- Translate business, operational and regulatory requirements into practical Orlig solution designs.
- Prepare solution proposals, presentations, process flows, scope documents, implementation plans and effort estimates.
- Deliver product demonstrations based on relevant BFSI use cases.
- Coordinate responses for RFPs, RFIs and other tender exercises.
- Work with Orlig’s product and technical teams to assess solution feasibility.
- Clearly explain what can be delivered through standard product capabilities, configuration, integration or customisation.
- Identify assumptions, dependencies and potential delivery risks before commitments are made.
Project Management and Delivery
- Manage projects from kick-off through requirements, configuration, development, integration, testing, training, go-live and handover.
- Facilitate requirement-gathering and business process workshops.
- Prepare or review business requirements, user stories, workflows and acceptance criteria.
- Develop and maintain project plans, timelines, RAID logs, governance reports and stakeholder updates.
- Coordinate customers, internal teams, implementation partners and third-party vendors.
- Manage scope, change requests, dependencies, risks and customer expectations.
- Coordinate SIT, UAT, defect resolution and go-live readiness.
- Ensure project decisions, changes and customer approvals are properly documented.
- Monitor project effort, milestones, quality and commercial impact.
- Conduct project closure and transition the solution to BAU support.
Customer Development
- Build trusted relationships with business and technology stakeholders.
- Conduct post-implementation reviews and identify areas for further improvement.
- Recognise opportunities for additional modules, workflows, users, entities or AI capabilities.
- Bring recurring customer and market requirements back to Orlig’s product team.
Who We Are Looking For
You are likely to have:
- 7–12 years of relevant working experience.
- At least 3–5 years of experience managing enterprise software, CRM, workflow, complaint management or contact-centre projects.
- Experience working with banks, insurers, takaful operators or other regulated financial institutions.
- Hands-on involvement in discovery workshops, solution presentations, demonstrations, proposals or RFP responses.
- Experience managing projects involving integration, data migration, security reviews, SIT, UAT and multiple stakeholder groups.
- Strong business analysis, process-mapping and requirement-documentation skills.
- Good understanding of customer service, complaint management, case management or contact-centre operations.
- Awareness of Bank Negara Malaysia’s expectations relating to complaint management, auditability, customer fairness, data governance or technology risk.
- The confidence to engage both senior business stakeholders and technical teams.
- Strong written and spoken English and Bahasa Malaysia.
Experience with CRM or workflow platforms such as Salesforce, Microsoft Dynamics, Pega, Oracle, ServiceNow or similar enterprise solutions would be an advantage.
PMP, PRINCE2, Agile, Scrum or business analysis certification is useful but not essential.
You Will Fit Well at Orlig If You
- Listen carefully before proposing a solution.
- Are consultative rather than aggressively sales-driven.
- Can move comfortably between a boardroom presentation and a detailed process workshop.
- Are willing to prepare your own presentations, process flows, requirements and project reports.
- Know how to challenge unrealistic requirements respectfully.
- Protect project scope without damaging the customer relationship.
- Are comfortable working independently within a lean and experienced team.
- Take ownership of outcomes rather than only coordinating activities.
- Remain structured and calm when managing multiple stakeholders and competing priorities.
- Believe that customer trust is built by delivering what was promised.
Why Join Orlig?
Orlig is a Malaysian enterprise CRM and customer service solution provider established in 2003. We work with organisations in regulated and operationally complex industries, particularly banking, insurance and financial services.
Our solutions help organisations connect customer service, contact-centre operations, complaint management, workflows, governance and AI-assisted capabilities within a unified environment.
As part of a focused team, you will have the opportunity to:
- Work directly with senior BFSI stakeholders.
- Influence solutions from discovery through implementation.
- Gain visibility across business, technology and commercial decisions.
- Contribute to the direction of an established Malaysian enterprise platform.
- See the direct impact of your work on customers and their operations.
Apply
If you are a BFSI project manager, senior business analyst, implementation consultant or solutions consultant who wants to take ownership from solution discovery through delivery, we would like to hear from you.
Please submit your CV together with a short introduction explaining:
- Your experience working with BFSI customers.
- The types of enterprise solutions or projects you have delivered.
- Your involvement in presales, solutioning or RFP exercises.
Orlig Sdn Bhd
We listen. We understand. We transform.