Treasury Implementation Specialist

Responsibilities

• Consultation to determine the best configurations for the client’s business needs and long-term usage of the software
• Configuring the software through the user interface to meet the needs and requirements of the client, according to the scope of the project.
• Configuring the software through back-end databases, scripts and via software tools; tracking, managing and providing regular updates on the progress of an implementation project.
• Ongoing communication with client-side and internal stakeholders throughout the process.
• Act as an internal technical product knowledge resource in collaborative training, testing and troubleshooting activities with team members and cross-functionally.
• Provide exceptional customer service to clients by phone, email, via web, and in person.
• Lead implementation client-facing kick-offs, requirement gathering sessions and configuration review meetings.
• Collaborate with our Product team by providing user feedback, research, testing, and acting as an internal Product consultant.

• Bachelor's degree, college diploma in related field and/or equivalent experience
• +6 years of experience with finance, software implementation projects, preferably financial software like TMSs or ERPs.
• Financial (Accounting and treasury management) experience.
• Strong interpersonal skills including collaboration, negotiation and diplomacy
• Strong organization skills and superb capabilities with managing multiple high priority projects simultaneously and successfully
• Learner’s mindset with drive and ability to consistently improve knowledge and abilities
• Spanish and English speaker.

• software configuration
• back-end databases
• scripting
• implementation project management
• customer service
• requirement gathering
• collaborative training
• testing
• troubleshooting

• interpersonal skills
• collaboration
• negotiation
• diplomacy
• organization skills
• project management
• learner's mindset
• drive for improvement

• Bachelor's degree
• college diploma