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Cnslt - Bus Tech Intg

Charlotte, North Carolina;

Job Description:

Implementation specialist for client onboarding of CashPro Connect Receivables.  Gathers detailed requirements, performs all setups/mapping/connectivity, and coorinates client testing.  Regularly engages with internal business partners. 

• Assist Receivable clients by providing guidance and directlion during the EDI implementation process
• Manage multiple new and maintenance requests simultaneously.
• Interact with various internal bank and external resources to complete implementations successfully including Fulfillment, Technical, LOB Operations, Vendor, International, Data Transmission, and Product Management resources.
• Educate and counsel clients on the Receivables Network, EDI message standards, data communications, and security issues with a strong focus on ACH, Wire Transfer and LBX including documentation (i.e. file specifications) the client will use as a guide for their internal development.
• Explain all aspects of the requested EDI services.
• Participate in technical kickoff meetings, gather necessary requirements to meet client objectives, perform setups, recommend and conduct end to end testing, and monitor initial live files/activity once in production.
• Ensure the client is able to use the EDI services effectively.
• Maintain and/or contriubute to a project plan for client and internal use.
• Act as the single technical point of contact for client inquiries and guidance during the EDI implementation process.
• Initiate transition to client support services upon completion of successful monitoring of live files/activity.
• Provide consultative guidance as necessary for internal constituents including Sales, Fulfillment, Product Management, and LOB Operations.

• Cash management background with knowledge of electronic payments/receivables reporting
• Previous experience as a project manager or business analyst in cash management implementation, operations, customer service, technical consulting, sales, or systems
• Previous positions must have included extensive customer contact
• Familiarity with Accounts Receivable applications and/or operations, i.e. ACH, wire, lockbox, and related bank services
• Strong interpersonal and project management skills to achieve cooperation/coordination of multiple tasks performed by other business units w/in the bank
• Presentation skills are necessary
• The ability to communicate effectively to multiple levels in the customer organization
• The ability to deal effectively with multiple deadline-driven, customer-sensitive projects and tasks
• Very strong time management and task prioritization skills
• The ability to communicate clearly and concisely verbally and in writing
• PC proficiency - experience with Windows and all Microsoft Office applications.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Implementation specialist for client onboarding of CashPro Connect Receivables.  Gathers detailed requirements, performs all setups/mapping/connectivity, and coorinates client testing.  Regularly engages with internal business partners. 

• Assist Receivable clients by providing guidance and directlion during the EDI implementation process
• Manage multiple new and maintenance requests simultaneously.
• Interact with various internal bank and external resources to complete implementations successfully including Fulfillment, Technical, LOB Operations, Vendor, International, Data Transmission, and Product Management resources.
• Educate and counsel clients on the Receivables Network, EDI message standards, data communications, and security issues with a strong focus on ACH, Wire Transfer and LBX including documentation (i.e. file specifications) the client will use as a guide for their internal development.
• Explain all aspects of the requested EDI services.
• Participate in technical kickoff meetings, gather necessary requirements to meet client objectives, perform setups, recommend and conduct end to end testing, and monitor initial live files/activity once in production.
• Ensure the client is able to use the EDI services effectively.
• Maintain and/or contriubute to a project plan for client and internal use.
• Act as the single technical point of contact for client inquiries and guidance during the EDI implementation process.
• Initiate transition to client support services upon completion of successful monitoring of live files/activity.
• Provide consultative guidance as necessary for internal constituents including Sales, Fulfillment, Product Management, and LOB Operations.

• Cash management background with knowledge of electronic payments/receivables reporting
• Previous experience as a project manager or business analyst in cash management implementation, operations, customer service, technical consulting, sales, or systems
• Previous positions must have included extensive customer contact
• Familiarity with Accounts Receivable applications and/or operations, i.e. ACH, wire, lockbox, and related bank services
• Strong interpersonal and project management skills to achieve cooperation/coordination of multiple tasks performed by other business units w/in the bank
• Presentation skills are necessary
• The ability to communicate effectively to multiple levels in the customer organization
• The ability to deal effectively with multiple deadline-driven, customer-sensitive projects and tasks
• Very strong time management and task prioritization skills
• The ability to communicate clearly and concisely verbally and in writing
• PC proficiency - experience with Windows and all Microsoft Office applications.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21066899

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Jake Koehler

Referral Bonus:

0