Implementation Specialist II

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛠️ Implementation Specialist

🦅 H1B Visa Sponsor

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Logo of CSI

CSI

1001 - 5000 employees

Founded 1965

💳 Fintech

🏦 Banking

🔒 Cybersecurity

💰 Private Equity Round on 2024-01

Fintech • Banking • Cybersecurity

CSI is a technology company specializing in modern banking solutions, offering products such as core banking software, digital banking, payment processing, and managed cybersecurity services. Their integrated solutions also include advisory services focused on financial crimes compliance and mitigation. CSI aims to empower financial institutions to thrive in a digital landscape while enhancing customer experience and operational efficiency.

📋 Description

• Lead loan origination software implementation projects from kickoff through go-live • Partner with financial institution customers to gather requirements, understand workflows, and confirm configuration needs • Define project scope, goals, deliverables, tasks, timelines, and resources with internal teams and customer stakeholders • Create and maintain project schedules, implementation timelines, task lists, and status updates • Coordinate data gathering sessions, configuration discussions, testing reviews, training sessions, and go-live preparation meetings • Lead customer testing and review sessions to validate functionality, identify issues, and prepare for adoption • Deliver customer training and hands-on support during implementation, go-live, and early post-launch activity • Manage communication across internal teams, customers, vendors, and project stakeholders • Monitor progress, identify risks or blockers, escalate concerns, and present updates on progress, issues, and resolutions • Stay current on product enhancements, new functionality, and loan origination best practices

🎯 Requirements

• 3+ years of experience as a project manager, implementation specialist, client success professional, or similar role within the fintech, banking, financial services, or software implementation space • Experience with loan origination processes, lending workflows, or financial institution operations, including familiarity with the loan lifecycle from application through closing and funding • Experience implementing SaaS, banking technology, lending platforms, core-adjacent systems, or other customer-facing financial software solutions • Ability to manage multiple moving pieces, prioritize work, meet deadlines, and keep stakeholders informed throughout the project lifecycle • Excellent communication skills, including explaining project expectations, system functionality, timelines, risks, and next steps to internal teams and external customers • Comfortable leading remote meetings, customer presentations, training sessions, and collaborative working sessions with clients and vendors • Strong problem-solving skills and ability to work through ambiguity, troubleshoot issues, and help customers navigate change during implementation • Customer-first mindset with a professional, consultative approach to building trust and guiding clients toward successful outcomes • Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future

🏖️ Benefits

• Eligibility for incentive awards based on both individual and business performance • Comprehensive range of benefits

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