Implementations Specialist - Card Lead

Location: Any CSI office. Open to location discussion.

JOB SUMMARY

Implementation Specialists are responsible for executing solution and application implementations for existing and new customers. They focus on and are typically assigned to implementations of one or more smaller solution(s) from lower complexity software and/or smaller customers. Their projects include but are not limited to new conversions and mergers.

Specific activities for Implementation Specialist

• Card Lead to perform includes a combination of customer data conversion, spec configuration, go-live transition and training, and providing leadership in the implementation process. The ideal candidate will have banking experience or understanding of bank operations, account reconciliation/balancing, customer experience, and debit card processing. The candidate must have leadership skills, a desire to grow within the company, be energetic and excellent at communication. The role is specifically for a Card Project Lead, which will require direct bank contact, end-to-end project ownership and management, as well as travel requirements, with work outside the typical work week.

KEY RESPONSIBILITIES

• Effectively communicates and interacts with the customer.

• Introduces customers to their CSI Payments solution(s).

• Defines implementation requirements and ensures alignment with each customer's functional expectations.

• Stays informed about all relevant products and enhancements to ensure knowledge for successful training and conversion.

• Leads efforts to handle the client relationship and project success.

• Performs other duties as assigned.

Data conversion and configuration-specific tasks

• Review requirements for and configure application settings within CSI solution to meet the client's functional expectations.

• Prepares for and executes solution testing; may lead customers through initial acceptance testing activities; triages issues resulting from user acceptance testing.

• Performs other duties as assigned.

Transition specific tasks

• Prepares and delivers solution training to end users.

• Provides initial go-live, hyper-care, support; prepares and executes the transition plan for on- going customer support.

• Supports post-implementation issue resolution and training, as necessary.

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• When applicable, that data is converted accurately.

• Application configuration is complete and accurate.

• Customer is properly trained for use of the systems.

• Customer is effectively supported during the project transition period.

• All parts of the implementation process are successful, and the customer is satisfied.

JOB REQUIREMENTS

Education & Certifications:

Education or job knowledge equivalent to college or university undergraduate education.

Experience:

The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years.

Practical knowledge of basic banking and accounting practices for account balancing and reconciliation, required.

Required Skills:

• Leadership skills - self-starter with desire to grow

• Communication skills - demonstrated verbal and written communication skills

• Persuasion skills - ability to influence with diplomacy and tact

• Reasoning skills

• Computer skills

• MS-Office suite of products and general technical aptitude

• Administrative skills

• Analytical skills

• Networking skills

• Organization and time management skills

Preferred Skills:

• Debit Card knowledge

• Exposure to debit card processing and settlements

• Project Management knowledge

• Exposure and application of project management basics to manage tasks

RELATIONSHIP BUILDING

This position requires regular contact both inside and/or outside the company.

DECISION MAKING

The position requires the use of judgment to plan and perform; general decisions are made to solve a problem or select a course of action for a standard or recognized method of operation.

SUPERVISION RECEIVED

General Supervision. Assignments are both task-oriented and objective-oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel: Some travel required (30%)

Physical Demands:

The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and/or functions listed above to the extent job-related and consistent with business necessity.

Not For Albany County, NY, California, Colorado, Connecticut, Hawaii, Maryland, Nevada, New York City, Washington applicants.

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more!

For more information about CSI, visit www.csiweb.com.

CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.

If you live less than one (1) hour drive from a CSI office, you will be required to be hybrid in-office.

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