CSI is a leading technology partner delivering innovative solutions and expert service.
Implementation Specialist – Banking & FinTech Solutions
Location
United States
Posted
4 days ago
Salary
0
Seniority
Senior
Job Description
Implementation Specialist – Banking & FinTech Solutions
CSI
• 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.
Job 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
Related Guides
Related Job Pages
More Implementation Specialist Jobs
Senior Consultant, Implementation and Enrollment Manager
Lincoln FinancialWe help people confidently plan for their version of a successful financial future.
• Serve as the primary implementation lead for national accounts, building strong relationships with clients, brokers, consultants, and internal teams (claims, underwriting, billing, eligibility, etc.) • Act as a trusted advisor, guiding clients through onboarding, enrollment strategy, and benefit education. • Lead and facilitate meetings, including kickoff calls, status updates, and executive stakeholder reviews. • Own the end-to-end implementation lifecycle, ensuring delivery on timelines, scope, and quality for complex group benefit programs. • Develop and execute detailed project plans, monitor milestones, track deliverables, and proactively manage risks and dependencies. • Document decisions, maintain clear communication, and manage expectations across all stakeholders. • Provide guidance on communication strategies and enrollment best practices. • Support finalist presentations and sales efforts by presenting implementation capabilities and approach. • Partner closely with account management, absence consulting, and service teams to ensure a coordinated client experience. • Serve as a liaison between internal teams to resolve issues and streamline processes. • Lead or support complex initiatives, including acquisitions, divestitures, and large-scale client changes. • Contribute to process improvement efforts that enhance efficiency, scalability, and the client experience. • Identify opportunities to simplify workflows and improve implementation outcomes.
Technical Implementation Consultant
CorityGlobal enterprise EHS software provider empowering those who transform the way the world works.
• Act as the primary technical liaison between Cority Client Service Consultants and clients during a project • Liaise with product/programming and consulting team to expedite resolution of high priority issues identified during the implementation ensuring client satisfaction and delivery of resolved technical issues or new enhancements required for a client’s Go Live • Assist in client business process review sessions (on-site or remote), provide support for any in-scope technical requirements, and assist in development of any project documentation • Provide Technical Subject Matter Expertise for implementing the Cority application to meet client requirements regarding application authentication (SSO, LDAP, LDAPS, MFA), Data Clean-up tasks for historical data (Web Service tools or SQL Scripts) • Define and document technical requirements in the form of Change Requests (Change Control Documentation) when applicable • Conduct System Administrator and advanced Business Intelligence Reporting training sessions for client system administrators and other technical leads • Provide application enhancement suggestions to Product Management for the core product
Technical Implementation Consultant
CorityGlobal enterprise EHS software provider empowering those who transform the way the world works.
• Act as the primary technical liaison between Cority Client Service Consultants and clients during a project. • This includes but is not limited to project meetings where technical discussions regarding database conversion (data mapping development and support to programming for SQL Script writing), review of client legacy systems for integration to Cority via proprietary web service tools, advanced security configuration, defining workflow logic through business rule and advanced report development. • Liaise with product/programming and consulting team to expedite resolution of high priority issues identified during the implementation ensuring client satisfaction and delivery of resolved technical issues or new enhancements required for a client’s Go Live. • Assist in client business process review sessions (on-site or remote), provide support for any in-scope technical requirements, and assist in development of any project documentation. • Provide Technical Subject Matter Expertise for implementing the Cority application. • Define and document technical requirements in the form of Change Requests (Change Control Documentation) when applicable. • Conduct System Administrator and advanced Business Intelligence Reporting training sessions for client system administrators and other technical leads. • Provide application enhancement suggestions to Product Management for the core product.
Implementation Consultant I – Safety
CorityGlobal enterprise EHS software provider empowering those who transform the way the world works.
• Understand the connections between the EHSQ suites in Cority and can demonstrate knowledge effectively to clients. • Have a strong commitment to service excellence and stay up to date on new features. • Instil confidence in clients and build meaningful trust relationships both internally and externally. • Demonstrate project budget awareness, responsiveness, and professionalism, and have exceptional written and verbal communication skills. • Meet or exceed an average annual chargeable utilization of 70%. • Act as a liaison between Cority and clients in all assigned projects and initiatives. • Lead and support project implementations following pre-defined implementation methodology, which includes configuring the application, training clients, testing, and note taking. • Work closely with the Project Management, Implementation Consultants, and Technical Consultants to form a cohesive project team. • Interact with and support other departments (including, but not limited to, Sales, Customer Success, Customer Support, Engineering, Product). • Establish, with the client team and Cority Project Manager, a plan for management of the project implementation including intervention where timeline milestones are being delayed or missed. • Update timesheets and project bookings daily and submit timesheets for approval at the end of each week. • Actively participate in the Cority PS Peer Training program.


