Job Description:
• Serve as the primary liaison between CSI and financial institutions during implementations, conversions, system upgrades, and technical service projects.
• Lead implementation projects for new conversions, cross-sell opportunities, mergers, and other high-profile customer initiatives.
• Configure software solutions and support end-to-end implementation activities either independently or as part of a larger implementation team.
• Develop, coordinate, and manage project plans, schedules, deliverables, and resources to ensure successful project execution.
• Facilitate project meetings, technical walkthroughs, testing activities, issue resolution, and cross-functional review sessions.
• Partner closely with Networking, Operations, Application Support, Engineering, Project Management, and Customer Success teams to ensure timely project delivery.
• Gather and document client requirements to support software development, implementations, and conversion efforts.
• Support system validation activities, test script development, file specification updates, production support, and test environment management as needed.
• Collaborate with CSI leadership and internal stakeholders to ensure customers successfully deploy and utilize CSI solutions.
• Participate in weekend and after-hours work when required to support customer implementations and project milestones.
• Utilize AI tools such as ChatGPT, Claude, and other emerging technologies to improve efficiency, project delivery, documentation, and customer support.
Requirements:
• Bachelor's degree or equivalent combination of education and experience.
• Minimum of three (3) years of relevant experience in banking, fintech, software implementation, or a related field.
• Prior banking and/or fintech experience required.
• Experience using SQL for data analysis, troubleshooting, or implementation-related activities.
• Basic understanding of JSON.
• Understanding of relational database concepts.
• Experience using AI tools (e.g., ChatGPT, Claude) or a willingness to learn and incorporate AI into daily workflows.
• Strong communication, problem-solving, organizational, and customer relationship management skills.
• Ability to manage multiple priorities and thrive in a fast-paced, customer-focused environment.
Benefits:
• Comprehensive range of benefits