Implementation Specialist

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

📋 Description

• Assist in the implementation of financial services solutions for clients, from project initiation to delivery and initial post-production support.

• Collect client configuration requirements and document business workflows.

• Configure solution components to fit client workflows and operational necessities.

• Aid in data migration by helping transfer existing client data into the new system.

• Test upgrades, enhancements, configuration modifications, and code fixes to ensure production readiness.

• Create and implement comprehensive test plans and schedules.

• Facilitate both internal and external project meetings.

• Provide progress updates and monitor issues, impacts, and dependencies among project teams.

• Prepare documentation for new processes and procedures regarding product and feature functionalities.

• Assist with change management activities throughout the project lifecycle.

⛳️ Requirements

• Over 3 years of experience in supporting software, technology, or financial services implementations, including client onboarding or project delivery tasks.

• More than 3 years of experience in gathering business requirements, aiding client configurations, testing system modifications, and coordinating cross-functional implementation activities.

• Proficient in using structured test plans, issue tracking, and process documentation.

• Excellent written and verbal communication abilities.

• Experience in leading project meetings and delivering 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.

• Preferred experience in financial services, payments, or fintech platforms.

• Preferred expertise in data migration, production readiness tasks, or post-production support.

• Preferred experience contributing to change management and client training initiatives.

• Valid and unrestricted U.S. work authorization is required.

• Must not require sponsorship currently or in the future.

• This role necessitates the use of a computer and audio equipment.

🏝️ Benefits

• Fuel Your Life program promoting physical, financial, social, and emotional well-being.

• Paid holidays and generous time off policies.

• Complimentary mental health support through Employee Assistance Programs.

• Living Proof peer recognition program offering points that can be exchanged for rewards.

• Eight Employee Resource Groups available.

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

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

• Retirement planning including a 401(k) match.

• Discounted shares available through the Employee Stock Purchase Plan.

• Tuition assistance and reimbursement program.

• Paid parental and military leave.