Location: Any CSI office. Open to location discussion (Remote).
JOB SUMMARY
Implementation Specialists are responsible for executing solution and application implementations for existing and new customers. They focus on and are typically assigned to implementations of one or more smaller solution(s) from lower complexity software and/or smaller customers. Their projects include new conversions and mergers that are positioned with relatively low intensity.
Specific activities Implementation Specialists provide training and support to newly converted customers to successfully onboard them to CSI.
KEY RESPONSIBILITIES
- Effectively communicates and interacts with the customer.
- Introduces customers to their CSI solution(s).
- Defines implementation requirements and ensures alignment with each customer’s functional expectations.
- Stays informed about all relevant products and enhancements to ensure knowledge for successful training and conversion.
- Performs other duties as assigned.
Transition specific tasks
- Prepares and delivers solution training to end users.
- Provides initial go-live, hyper-care, support; prepares and executes the transition plan for on- gong customer support.
- Supports post-implementation issue resolution and training, as necessary.
PRIMARY RESULTS ACCOUNTABLE FOR ACHIEVING
- Customer is properly trained for use of the systems.
- Customer is effectively supported during the project transition period.
- All parts of the implementation process are successful, and the customer is satisfied.
JOB REQUIREMENTS
Education & Certifications:
Education or job knowledge
Experience:
The minimum amount of relevant work experience required to successfully perform the job is at least two (2) years. A background in bank loan operations, loan processing, or lending is preferred.
Required Skills:
- Communication skills – demonstrated verbal and written communication skills
- Persuasion skills – ability to influence with diplomacy and tact
- Reasoning skills
- Computer skills – MS-Office suite of products and general technical aptitude
- Leadership skills
- Administrative skills
- Analytical skills
- Networking skills
- Organization and time management skills
RELATIONSHIP BUILDING
This position requires regular contact both inside and/or outside the company.
DECISION MAKING
The position requires the use of judgment to plan and perform; general decisions are made to solve a problem or select a course of action for a standard or recognized method of operation.
SUPERVISION RECEIVED
General Supervision. Assignments are both task-oriented and objective-oriented. Work is reviewed for soundness of judgement and overall adequacy and accuracy.
WORK ENVIRONMENT
The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands:
The employee is regularly required to sit, talk, and hear, and use hands to finger, handle or feel. This position requires the ability to occasionally lift or move up to 10 pounds. This position requires close vision (clear vision at 20 inches or less) and the basic need to look at a computer screen 8 hours a day.
CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.
CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more!
For more information about CSI, visit www.csiweb.com.
CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.
