Client Delivery Lead

Job description

The Client Delivery Lead (UAT) will serve as a dedicated extension of InvestCloud’s UAT and delivery teams for Wells Fargo, with a primary focus on clear release documentation, test readiness, and hands-on client support. This role bridges Product, Delivery, and Wells Fargo UAT teams, ensuring release items are fully understood, testable, and supported throughout the UAT lifecycle. Key Responsibilities: Partner closely with Product and Delivery teams to create thorough, easy-to-follow documentation for all release items, ensuring full transparency and readiness for client testing. Participate in key project meetings as the UAT representative, clearly communicating scope changes, timeline adjustments, and impacts to Wells Fargo. Coordinate data-conditioning efforts required for testing, confirming that test environments and prerequisites are properly prepared in advance. Triage, track, and help resolve questions related to release items, providing timely, accurate responses that support smooth testing cycles. Maintain an onsite presence at Wells Fargo, as needed, to deliver hands-on, 1:1 support—strengthening client relationships and ensuring seamless execution during critical proje...