Portland, Oregon

Sam
Poloway

Project Manager · Fintech & SaaS

8+ years leading cross-functional teams at the intersection of strategy, execution, and technology. I build scalable systems — from CRM platforms to payment infrastructure — that drive measurable results.

Get in Touch View Experience
0
Years experience
0
% Chargeback reduction
0
% Transaction success lift
0
Payment gateways integrated
Project Management Fintech SaaS CRM Payment Operations SQL API Testing SDLC
Project Management·Fintech·SaaS·CRM Development·Payment Operations·PCI DSS·3DS Authentication·SQL·API Testing·Fraud Prevention·Stripe · Adyen · NMI·SDLC· Project Management·Fintech·SaaS·CRM Development·Payment Operations·PCI DSS·3DS Authentication·SQL·API Testing·Fraud Prevention·Stripe · Adyen · NMI·SDLC·
01

Experience

Project Manager
Workiflow · Certified monday.com Platinum & Make.com Gold Partner
Aug 2025 – Present
Portland, OR · Remote
  • Managing 20+ concurrent client implementations spanning law firms, immigration attorneys, marketing agencies, and professional services — each with unique workflows, compliance needs, and integration requirements.
  • Leading end-to-end monday.com and Make.com implementations: scoping, workflow design, build, testing, client onboarding, and post-launch support across all accounts.
  • Responsible for training and mentoring junior project managers within the company, establishing best practices, onboarding frameworks, and documentation standards used across the team.
  • Leverage Claude AI extensively throughout implementation — from generating automation logic and API documentation to creating client-facing training materials and building internal tooling faster.
  • Architect complex Make.com automation scenarios connecting monday.com to external platforms including CRMs, document tools, calendaring systems, and communication platforms via API.
  • Work closely with immigration attorney clients to automate USCIS case tracking workflows, reducing manual data entry and improving case visibility across large caseloads.
  • Use Front for unified client communication management across all accounts, maintaining response SLAs and ensuring nothing falls through the cracks across a high-volume client roster.
monday.com Make.com Claude AI Front Automation API Integrations PM Training 20+ Clients
Project Management Consultant
Triumph Advertising Inc.
Jun 2022 – Oct 2024
Toronto, ON · Remote
  • Led the full project lifecycle for SwissCRM — a proprietary CRM platform built from the ground up — from planning through QA and launch.
  • Reduced chargeback rates by 50% through strategic fraud tool implementation and enhanced transaction monitoring.
  • Increased transaction success rates by up to 80% by optimizing gateway configurations and 3DS flows across the US and Europe.
  • Integrated Stripe, Adyen, NMI, and Authorize.net — customizing implementations for each client's regional compliance needs.
  • Ran SQL queries and performed data validation to support BI dashboards, fraud detection, and LTV analytics.
  • Used Postman to test APIs and troubleshoot integration issues across CRM and payment systems.
  • Maintained PCI DSS compliance by embedding security best practices into technical infrastructure and business operations.
SDLCStripe · Adyen · NMI3DSPCI DSSSQLPostman
Senior Project Manager
Full Service Funnels
Jun 2018 – Jun 2022
Portland, OR
  • Led multi-channel marketing initiatives and digital campaign execution across B2B and B2C client portfolios.
  • Managed full-cycle delivery for subscription billing, recurring payment systems, and alternative payment integrations.
  • Oversaw merchant onboarding, chargeback management, and fraud prevention strategies.
  • Used Wrike, Jira, and Trello to streamline workflows across development, creative, and marketing teams.
  • Delivered performance reporting that translated campaign metrics into actionable business insights.
Jira · WrikeSubscription BillingFraud PreventionB2B · B2C
Digital Producer
Freelance
Mar 2017 – Mar 2018
Portland, OR
  • Created and curated content for sport-specialized brands across Facebook, Twitter, and Instagram.
  • Managed freelancers and coordinated original content pipelines for multiple concurrent clients.
  • Researched, wrote, and SEO-optimized blog posts and paid advertisements.
Media Intern
Tournament Golf Foundation
Apr 2016 – Mar 2017
Portland, OR
  • Grew Instagram followers 230% and Twitter followers 43% through targeted social campaigns.
  • Placed 3rd out of 36 tournaments in the Social Media Campaign Category at the LPGA Gold Driver Awards.
  • Produced fulfillment reports for sponsors and optimized paid advertisements across all social channels.
02

Projects

01
Workiflow Client Implementations
Managing 20+ simultaneous client implementations at a certified monday.com Platinum & Make.com Gold Partner. Clients include law firms, immigration attorneys, and marketing agencies — each requiring custom workflows, automations, and integrations built from scratch.
20+ Active Clients Multi-industry PM Training Lead
monday.comMake.comClaude AIFrontAPI Integrations
Proprietary CRM platform built from the ground up for high-volume eCommerce businesses. Led end-to-end delivery across engineering, design, compliance, and executive teams.
↓ 50% Chargebacks ↑ 80% Transaction Success Multi-client Deployment
CRMPayment Gateways3DSPCI DSSSQLSDLC
03
Payment Gateway Integrations
End-to-end integration and optimization of Stripe, Adyen, NMI, and Authorize.net across US and European markets. Implemented 3DS authentication protocols and custom gateway fallback logic.
4 Gateways Integrated US & EU Markets 3DS Compliant
StripeAdyenNMIAuthorize.netPostman
04
Portland Classic — Social Campaign
Managed the digital presence and social media strategy for the LPGA Tour's longest-running non-major. Built audience and drove engagement across all platforms for Oregon's premier women's golf event.
↑ 230% Instagram ↑ 43% Twitter 3rd / 36 LPGA Awards
Social MediaPaid AdsAnalyticsContent
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Skills

Project & Product
  • Project lifecycle management (SDLC)
  • Cross-functional team leadership
  • Agile / Scrum methodologies
  • Jira, Wrike, Trello
  • Stakeholder communication
  • Risk management
Fintech & Payments
  • Stripe, Adyen, NMI, Authorize.net
  • 3DS authentication (US & Europe)
  • Gateway optimization & fallback logic
  • Chargeback management
  • PCI DSS compliance
  • Merchant onboarding
Technical
  • SQL querying & data validation
  • API testing with Postman
  • CRM platform development oversight
  • Business intelligence dashboards
  • Advanced Excel modeling
  • Fraud detection analytics
Automation & AI Tools
  • monday.com implementation & configuration
  • Make.com automation & scenario building
  • Claude AI for implementation & tooling
  • Front for client communication
  • Custom API integrations
  • PM training & documentation
04

Interests

Sports
⚾ San Diego Padres
Padres vs. Rockies
Sun Apr 12 · Petco Park
7–2 W
Padres vs. Mariners
Tue Apr 14 · 6:40 PM PDT
Upcoming
Padres vs. Mariners
Wed Apr 15 · 6:40 PM PDT
Upcoming
Padres vs. Mariners
Thu Apr 16 · 5:40 PM PDT
Upcoming
⚽ Liverpool FC
Liverpool vs. Fulham
Sat Apr 11 · Anfield
2–0 W
Everton vs. Liverpool
Sun Apr 19 · 6:00 AM PDT
Upcoming
Liverpool vs. Crystal Palace
Sat Apr 25 · 7:00 AM PDT
Upcoming
Man United vs. Liverpool
Sun May 3 · 7:30 AM PDT
Upcoming
Travel
9
Cities explored
Budapest
Prague
New York
Delhi
London
Vienna
Munich
Croatia
Athens
05

Education

University of Oregon
B.S. Communication, Journalism & Related Programs
Class of 2014

Ethos Magazine · Flux Stories · Study Abroad, Vienna (Foreign Correspondence)

Carlsbad High School
2006 – 2010

Varsity Soccer, Captain

Columbia Scholastic Press Association · 2015
Gold Crown Award
Flux Magazine — one of eight recipients in the collegiate magazine category from 1,203 eligible publications.
LPGA Gold Driver Awards · 2017
3rd Place — Social Media Campaign
Ranked 3rd out of 36 tournaments in the social media category for the Portland Classic.
Published Work
Ethos Magazine · The Vienna Review
Published articles on Oregon cannabis policy and the EU healthcare austerity crisis.
06

Let's Connect

Open to new opportunities in project management, fintech, and SaaS. Based in Portland — available remotely worldwide.

✉ sam.poloway@proton.me in linkedin.com/in/samuelpoloway ↗ sampoloway.com
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