# Managing software delivery for fifteen financial institutions

Founder experience · previous employment

Published October 27, 2026. Client and product names omitted.

Product delivery continued through onboarding, adoption, and go-live. In a previous financial-software role, Nicholas Roberts led ten engineers delivering professional services for fifteen financial-institution clients.

## The operating context

The client portfolio represented $2 million in annual recurring revenue. The work covered banks and credit unions using CRM, loan-pipeline, predictive-analytics, business-intelligence, and workflow capabilities.

Each implementation connected software capabilities to the institution's operating needs. The product-management responsibility included the work required for customers to adopt and use those capabilities.

## The responsibility

The résumé records management of onboarding, adoption, resourcing, roadmaps, quality assurance, and go-live. Technical delivery and customer success were part of the same remit, with responsibility for coordinating the engineering team around client requirements.

The delivery remit connected CRM, loan-pipeline, analytics, and workflow capabilities to the operating needs of banks and credit unions.

## What the numbers establish

Fifteen institutions describe the client portfolio served. Ten engineers describe the team led. The $2 million ARR figure describes that portfolio's recurring revenue; it is not a claim of new revenue generated by this work.

The résumé does not provide a measured retention increase, onboarding-time reduction, or conversion lift for these engagements. The evidence here is leadership and delivery scope.

## What this experience brings to a product brief

The relevant experience spans prioritization, requirements, engineering capacity, quality checks, launch, and customer adoption. For a team with an active backlog, those responsibilities need clear owners and a recurring decision process.

Devekko's [fractional product-management offering](/services/product-development-and-management) can be scoped around that need. An engagement can coordinate your existing contributors, with development included where agreed.

## Source and scope

Based on [Nicholas Roberts’s published résumé](https://www.niccolox.com/assets/downloads/Nicholas-Roberts-Resume.pdf), reviewed October 27, 2026. Self-reported professional experience; no client endorsement or forecast for a new project is implied. The source résumé identifies the organizations.