Implementation Specialist

2 months ago

dallas, United States FinTech Automation Full time

The successful Implementation Specialist will be motivated and self-driven and will be responsible for planning, establishing and managing the implementation of client systems development and rollout, as well as serve as a liaison between the technical team, management, and clients for assigned projects. This individual should have strong communication skills which enable them to explain complicated concepts in a simple manner as well as have a good understanding of technical requirements and concepts. This individual will also meet with customer representatives frequently in order to understand required content as well as technical team to explain the requirements laid out by clients.


Duties and Responsibilities

  • Maintain project economics while maintaining flexibility for unanticipated issues.
  • Develop, maintain and revise proposals for assigned projects including project objectives, technologies, systems, information specifications, timelines, funding and staffing
  • Analyze complex ideas or proposals and build a range of meaningful recommendations.
  • Use data and insights to inform conclusions and support decision-making.
  • Work and counsel with client on system and service configuration efforts, product adaptation and business best practice solutions.
  • Provide both large group and individualized training and coaching in support of basic and advanced skills.
  • Organize and lead training activities, ongoing site coordination, facilitate conference calls and meetings, data collection, and report writing.
  • Oversee formal hand-off of system and operational services to other departments/clients.
  • Proactively gather information to understand customer needs, and appropriately set expectations with the customer.
  • Develop a point of view on key global trends and how they impact clients.
  • Create a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of the team members.
  • Perform analysis, set-up, testing and validation for various projects while ensuring steller service while minimizing financial exposure.
  • Effectively communicate with all business partners ensuring appropriate and timely updates to any potentially impacted group or individual.
  • Review and verify documentation for compliance and operational accuracy, audit plan design for inefficiencies.
  • Build and maintain client relationships throughout consulting engagements and ensure customer satisfaction.

Required Knowledge, Skills, and Abilities

  • Organized with attention to detail
  • Excellent analytical, logical thinking, and problem solving skills
  • Excellent verbal and written communication skills
  • Thorough understanding of project management principles and planning
  • Thorough understanding of technology procedures and practices
  • Proficient with, or able to quickly become proficient with, a ranges of general and specialized applications, software, and hardware used in the organization and the industry
  • Ability to motivate groups of people to complete a project in a timely manner
  • Proficient with Microsoft Office Suite
  • Perform other related duties as assigned.


Credentials and Experience

  • Bachelors degree in Computer or Information Science, Software engineering or information management systems or related field required (Master’s Degree preferred)
  • Three years of related experience in technology industry required
  • Comfortable with budget planning, cost estimates, and project build outs.
  • Prior experience as a consultant, project management or implementation rollouts related to clients.
  • Able to collaborate with colleagues and clients.
  • Financial industry experience is a plus

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