Sponsorship – Settlement Implementations

Description

As the Implementation Manager, you will be responsible for directing all aspects of cash management product/service set-up for new and existing clients of Treasury Solutions. You will act as the central point of contact for the client, develop a customized plan for each client, and direct required internal partners (i.e., legal, product, operations, technology, risk, and sales) to ensure delivery of products and services is completed within agreed upon timeframes, with full ownership of end-to-end process from client commitment to revenue generation.

Primary responsibilities include

• Independently manage deliverables from Treasury Solutions team including Sales, Product, New Account Setup Unit (NASU), Operations, and Client Services. Routinely manages the most complex implementations and high revenue clients; deals that require a higher level of expertise and experience.
• Conduct implementation kickoff with client (in person, via teleconference, or via email as required) to review project requirements, develop plan of approach, develop implementation project plan, assign roles and responsibilities, and determine agreed upon timeframes for completion; regular communication with client and Treasury Solutions Sales to update status and address issues. Utilize project plans for managing implementations. Perform postimplementation satisfaction, product usage, and customer billing reviews and provide feedback to Treasury Solutions Sales. Lead training sessions with client as needed via webinars, on phone, and in person for one/one interaction on more complex products.
• Proactively participate in sales activities, e.g. client presentations and proposals when required to enhance the client experience. Serve as product expert by accompanying sales officers on client calls to explain more complex product setup to customers, and help ensure our capabilities meet client needs.
• Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes, and technologies. Provide feedback and advice on modifications of Treasury Solutions products and proactively identify and communicate process improvement opportunities. Represent Implementation Organization on working groups for new products, enhancements to products, and improvements to business processes.
• Train and mentor less experienced implementation managers. Serve as “resident expert” on particular product setups.

Education

• Bachelors Degree Required 

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.