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We are seeking an innovative, passionate, and proactive partner to deliver a seamless end to end client experience. The candidate must be able to consult with clients to understand their technical and business needs throughout the implementations process, then coordinate multi-disciplinary internal and client teams to deliver in an on-time, efficient manner. The individual will manage multiple complex deals/projects concurrently that may have competing priorities, resources, and timelines - and must be able to support broader program management of large clients as well as internal key initiatives. This includes providing consultation to clients on product capabilities, method of payment/currency requirements, gathering and documenting requirements, and analysis and expertise with various formats (JSON, SWIFT MT, ISO XML, NACHA, EDI X12, flat files, etc.).
Ultimately this role is responsible for ensuring client business requirements are translated properly and satisfied throughout the implementation of payment solutions and delivery against the mandated agreements. The candidate will be responsible for solutioning, early engagement activity, participating in finalist presentations, reviewing implementation requirements with clients pre-mandate, and supporting the roll-out of new products in the Wholesale Payments space.
Responsibilities
Conduct scoping meeting(s) with client to ensure product and technical requirements are understood and satisfied in accordance with the client's business and technical needs, as well as, the firm's capabilities
Attend and lead client engagement including recurring project status meetings
Prepare Project Charter and/or Statement of Work outlining product implementation options and timeline
Use tracking tools and systems to document current status, issues, and risks for all active projects
Establish test environments, validate file formats, execute testing, coordinate back office testing, track test results, and assist client with issue resolution
When necessary, perform impromptu troubleshooting sessions with clients regarding failed testing scenarios
Serve as an effective point of escalation on behalf of client
Attend meetings and training as required to continue development and product knowledge
Attend and demonstrate knowledge and value on pre-implementation calls with clients and Sales.
Qualifications
Cash management and treasury services experience / experience with technical payment solutions such as APIs and e-wallets and knowledge of payment connectivity / file formats preferred.
Seasoned project management and problem-solving skills required.
Client-facing experience preferred.
Excellent analytical skills and attention to detail required
Effective issue resolution and escalation skills
Willingness to learn and adaptable to change
Proficient in use of Microsoft products (Excel, Word, Project, PowerPoint
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