As a Paysource Technical Implementation Manager II within the Technical Implementations Team, you will be responsible for onboarding Treasury Service products leveraging file transmissions for new and existing clients. This role is integral to the client experience, working closely with sales, service, and implementation teams. You will lead the client through the technical process of setting up and/or testing of inbound or outbound files, providing guidance on product capabilities, coordinating testing, and assisting with production verification. This role requires the ability to handle multiple projects concurrently, work independently with minimal supervision, and partner effectively with the larger project deal team. Your initial focus will be on regression test support and low complexity projects, with opportunities for growth based on your experience and training.
Job responsibilities
- Conduct scoping meeting(s) with the 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 sometimes lead recurring project status meetings via conference call
- Prepare Statement of Work outlining product implementation options and timeline
- Use tracking tools and systems (e.g. Deal Manager, SharePoint) to document current project status, issues, and risks for all active projects
- Establish test environments, validate file formats, execute file testing, coordinate back office testing, track test results, and assist client with issue resolution
- Serve as an effective point of escalation on behalf of client
- Support client during production migration and production verification; coordinate with production teams to ensure all components are successfully migrated, and provide timely status updates to the client and project team
- Attend meetings and training as required to continue development and product knowledge
- Provide support to colleagues when requested; become a subject matter expert for products supported
- Attend pre-implementation calls with clients, Project Managers and Sales as needed
- Identify and communicate process gaps and improvement opportunities; express willingness to own improvement initiatives
Required qualifications, capabilities and skills
- Relevant banking/treasury, technology, and/or project management skills required
- Strong client servicing skills; client-facing experience required
- Experience using mainframe systems required
- Excellent verbal and written communication skills to both clients and internal partners
- Ability to manage high work queue levels and effectively prioritize is required
- Excellent analytical skills and attention to detail required
- Effective issue resolution and escalation skills; must be able to recognize issues and their severity; escalate to appropriate individuals/functions and own those that are appropriate
- Proficient in various desktop and internet-based applications
- Able to work in a collaborative team environment and partner with colleagues
- Must be able to work independently with minimal supervision
- Willingness to learn and adaptable to change