Implementations Specialist - Transition 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 new conversions and mergers that are positioned with relatively low intensity.

Specific activities performed may include development of support plans and strategies, communication, coordination and collaboration with different teams internally and with bank senior management to provide training and support for newly converted customers.

KEY RESPONSIBILITIES

• Must organize different project resources to develop effective training and support strategies with each customer, exhibiting focus and attention to detail while keeping perspective of the larger goals and objectives.

• Maintains clear and timely communication with various stakeholders throughout the project cycle including bank senior or executive management; must be consultative, provide guidance, and demonstrate effective strategies to keep any audience informed through any means of communication.

• Must build trust and rapport with customers and deliver high quality support to successfully onboard new customers.

PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING

• Team and customers are well prepared for a successful conversion.

• Timely communication and regular updates are provided to key personnel and bank management teams throughout the project.

• Successful handoff of the customer to relationship management and customer support teams.

JOB REQUIREMENTS

Education & Certifications:

Experience or equivalent to a 4-year college degree

Experience:

Banking operations knowledge and/or experience required.

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

Team and/or project management experience preferred.

Required Skills:

• Mathematical skills

• Communication skills - demonstrated verbal and written communication skills

• Reasoning skills

• Computer skills - MS-Office suite of products

• Leadership skills

• Managerial skills

• Administrative skills

• Analytical skills

• Networking skills

• Organization and time management skills

RELATIONSHIP BUILDING

Requires regular contact both inside and outside the company to carry out company policy and programs; and requires abilities of persuasion and negotiation.

DECISION MAKING

Achieves planned results by decisions and actions based on professional methods, business principles, and practical experience.

SUPERVISION RECEIVED

General Direction. Exercises considerable latitude in determining objectives and approach to assignments. Completed work is reviewed from a long-term perspective for desired results.

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 (30-50%).

Physical Demands:

The employee is regularly required to sit, talk, and hear, and use hands to finger, handle or feel. This position requires the ability to occasionally lift or move up to 10 pounds. This position requires close vision (clear vision at 20 inches or less) and the basic need to look at a computer screen 8 hours a day.

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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