Implementation Specialist – Banking & FinTech Solutions

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

📋 Description

• Act as the primary point of contact between CSI and financial institutions during the implementation of projects, system upgrades, conversions, and technical service initiatives.

• Oversee implementation projects for new conversions, cross-sell opportunities, mergers, and other significant customer endeavors.

• Configure software solutions and assist in end-to-end implementation processes either independently or as part of a broader implementation team.

• Develop, coordinate, and manage project plans, schedules, deliverables, and resources to ensure effective execution of projects.

• Facilitate project meetings, technical walkthroughs, testing efforts, issue resolution, and cross-functional review sessions.

• Collaborate closely with Networking, Operations, Application Support, Engineering, Project Management, and Customer Success teams to guarantee timely project completion.

• Collect and document client requirements to aid software development, implementations, and conversion activities.

• Assist in system validation processes, test script creation, file specification updates, production support, and management of test environments as necessary.

• Work with CSI leadership and internal stakeholders to ensure that customers successfully implement and utilize CSI solutions.

• Participate in weekend and after-hours work when necessary to support customer implementations and meet project milestones.

• Leverage AI tools such as ChatGPT, Claude, and other emerging technologies to enhance efficiency, project delivery, documentation, and customer support.

⛳️ Requirements

• A Bachelor's degree or a suitable combination of education and experience.

• At least three (3) years of relevant experience in banking, fintech, software implementation, or a similar field.

• Previous experience in banking and/or fintech is essential.

• Proficiency in SQL for data analysis, troubleshooting, or activities related to implementation.

• Fundamental understanding of JSON.

• Familiarity with relational database concepts.

• Experience with AI tools (e.g., ChatGPT, Claude) or a willingness to learn and integrate AI into daily tasks.

• Excellent communication, problem-solving, organizational, and customer relationship management abilities.

• Capacity to manage multiple priorities and excel in a fast-paced, customer-centric environment.

🏝️ Benefits

• A comprehensive range of benefits.