Client Implementation Specialist
About The Position
The Client Implementation Specialist ensures successful onboarding and implementation of Keystone Hosting, Enterprise Cloud, and other SwitchThink products and solutions. The role plans, executes, and oversees post-sale client onboarding, with an emphasis on technical project coordination, adherence to internal processes, and cross-functional alignment. The position serves as a primary liaison among clients, SwitchThink IT teams, vendors, and internal departments to support smooth project delivery and a strong client experience. The role partners with clients after the sales cycle to launch structured onboarding; manages implementation projects such as client conversions, card conversions, vendor connections, and support tickets; coordinates technical and operational deliverables; and monitors schedules, risks, issues, and decisions. It also leads client and internal project meetings, maintains project documentation and tickets, and contributes to process improvement. The posting refers to the position as “Implementation Manager” in its description of liaison responsibilities.
Requirements
- At least 2 years of experience coordinating IT-related projects or in project management.
- At least 1 year of experience managing technical client implementations or software delivery projects.
- At least 1 year of experience in the credit union, banking, or financial technology sector.
- Demonstrated ability to manage concurrent projects in a fast-paced, cross-functional environment.
- Familiarity with enterprise IT systems, including virtualization, Linux/Windows operating systems, networking, storage, messaging tools, and disaster recovery.
- Strong organizational, communication, and interpersonal skills.
- Ability to navigate ambiguity and drive resolution without constant oversight.
- Bachelor’s degree in business, Information Technology, or Project Management preferred; an equivalent combination of education and experience is required.
Nice To Haves
- Problem-solving and critical-thinking abilities to proactively identify and resolve issues.
- Customer service orientation and ability to build strong client relationships beyond project delivery.
- Time management and multitasking skills to manage competing deadlines efficiently.
- Knowledge of Agile, Scrum, or Waterfall project management methodologies.
- Experience using ticketing systems and project management tools.
- Change management skills to help clients and teams adapt during transitions.
- Data analysis skills to track project metrics and identify improvement opportunities.
Responsibilities
- Partner with clients after the sales cycle to launch structured and supportive onboarding processes.
- Build client trust through timely, accurate, and value-driven onboarding engagements.
- Plan, manage, and track implementation projects, including client conversions, ad hoc projects such as card conversions and vendor connections, and daily support tickets.
- Coordinate cross-functional teams of 5–10 people across IT, architecture, engineering, operations, Corelation, and vendors.
- Track deliverables related to connectivity, vendor interfaces, integration, testing, operational automation, and turnover.
- Act as a technical liaison, asking clarifying questions, resolving issues, and communicating requirements.
- Partner with the Hosting Product Owner to improve product and implementation processes and align with Hosting strategies.
- Develop and monitor detailed project schedules, task trackers, and action plans.
- Monitor project risks, issues, and decisions, and communicate status, blockers, and next steps to internal and external stakeholders.
- Prepare for and lead client and internal project meetings; create and distribute agendas, notes, and follow-up action items.
- Use project templates, systems, forms, and guidelines to manage projects.
- Open and manage project-related tickets and proactively track progress.
- Attend meetings hosted by clients, vendors, and Correlation, and follow up as needed.
- Support process improvement efforts to improve team efficiency and client satisfaction.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
