Implementation Specialist

Posted Sep 11

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Assist in the implementation of financial services solutions, guiding projects from initial intake to delivery, along with short-term post-production support.

• Collect and document client configuration requirements and business processes.

• Customize solution components to fit client workflows and operational requirements.

• Aid in data migration by facilitating the transfer of existing client data to the new system.

• Evaluate upgrades, enhancements, configuration changes, and code fixes to ensure production readiness.

• Create and implement test plans and schedules aligned with implementation milestones.

• Organize both internal and external project meetings, provide status updates, and monitor issues, impacts, and dependencies.

• Develop documentation for processes and procedures related to product and feature functionalities.

• Assist in change management activities throughout the entirety of the project lifecycle.

• Collaborate closely with clients and internal teams to gather requirements, coordinate activities, and prepare clients for production readiness.


⛳️ Requirements

• Minimum of 3 years of experience in supporting software, technology, or financial services implementations, client onboarding, or project delivery activities.

• At least 3 years of experience in gathering business requirements, assisting with client configurations, testing system changes, and managing cross-functional implementation tasks.

• Proficient in using structured test plans, issue tracking, and process documentation to enhance implementation quality and adhere to delivery timelines.

• Excellent written and verbal communication skills, with experience leading project meetings and providing updates to both internal and external stakeholders.

• Bachelor’s degree in business, information systems, technology, or a related field, or an equivalent combination of education, relevant experience, and/or military service.

• Experience in financial services, payments, or fintech platforms.

• Familiarity with data migration, production readiness activities, or post-production support.

• Participation in change management and client training initiatives is preferred.

• Must currently hold valid and unrestricted U.S. work authorization; candidates requiring sponsorship now or in the future will not be considered.

• Proficient in using a computer and audio equipment.


🏝️ Benefits

• Fuel Your Life program to enhance your physical, financial, social, and emotional well-being.

• Paid holidays and generous leave policies.

• Access to no-cost mental health support through Employee Assistance Programs.

• Living Proof program to acknowledge peers' exceptional efforts with points that can be redeemed for rewards.

• Eight Employee Resource Groups to promote a collaborative culture and expand your professional network.

• Exceptional opportunities for professional growth through training, development, and internal mobility.

• Medical, dental, vision, life, and disability insurance options available from day one.

• Retirement planning options including 401k matching and discounted shares through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement program.

• Paid parental and military leave.

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