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Job Description:
The Merchant Portfolio Analyst - Implementation Specialist is responsible for managing the end-to-end implementation of merchant payment processing solutions. This role ensures that clients are onboarded efficiently, payment processing systems are integrated successfully, and projects are completed in a timely fashion and within scope. The Merchant Portfolio Analyst-Implementation Specialist partners across the broader organization and with key vendors to drive client experience and operational excellence
Job Responsibilities:
Oversee the implementation of merchant processing solutions from initiation to completion
Develop and maintain project plans, timelines, and deliverables
Manage multiple client implementations simultaneously
Collaborate with internal teams (Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance, Vendors) to drive implementations to completion
Serve as the primary point of contact for merchant clients during assigned implementation
Work with internal partners to gather to gather required documentation during intake for client implementations
Complete and submit of CIMS Implementation Request and Acquiring Solutions Intake form for assigned implementation projects
Complete and submit all applicable boarding templates and forms, as needed
Engage required resources as needed to complete tasks for a successful implementation
Facilitate and attend implementation project meetings, as needed to ensure successful completion of assigned implementation projects
Track and provide updates on assigned implementation status via implementation item/record creation
Research, escalate, and resolve issues during implementation to ensure a timely implementation
Work closely with client and technical resources to troubleshoot and resolve technical issues during implementation
Perform post-implementation validation (auth/settle/funding/interchange/billing)
Job Requirements:
Previous Project Management experience and working with cross-functional team is a plus
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