Implementation Specialist

2 days ago

Dallas, Texas, United States FinTech Automation Full time

The ideal candidate for this Implementation Specialist role will possess a strong understanding of project management principles and planning, as well as excellent analytical and problem-solving skills. They will be responsible for planning, establishing, and managing the implementation of client systems development and rollout, serving as a liaison between the technical team, management, and clients for assigned projects.

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 clients 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 stellar 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 range 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

  • Bachelor's 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 the 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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