Commercial Ops Client Implementation Project Manager
About The Position
As the Client Implementation Project Manager, the individual is responsible for leading the end‑to‑end implementation of Treasury Management solutions for Commercial Banking clients. This role serves as the primary implementation owner and client point of contact, partnering closely with Sales, Product, Operations, Technology, and Support teams to deliver a seamless onboarding and go‑live experience. This role is designed to elevate the client implementation experience by combining strong project management discipline, deep treasury solutions knowledge, and a high‑touch, concierge‑style approach to client engagement.
Requirements
- Strong implementation or project management experience in finance, technology, software or ERP software.
- Solid understanding of Treasury Management banking solutions and operations.
- Strong, proven high level of customer service.
- Excellent communication, stakeholder management and problem-solving skills.
- Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment.
- Ability to collaborate and partner with internal and external cross-functional teams for seamless implementation of clients’ solutions resulting in high client satisfaction.
- Ability to manage multiple priorities and deliver results in a deadline-driven environment.
- Bachelor’s degree in business, Finance, Accounting, Information Technology or related field.
- Strong understanding of project lifecycle methodologies (Waterfall, Agile).
Nice To Haves
- Experience working with Mid-market and Mid-corporate commercial segment preferred.
- Ability to travel 30+% of time.
- PMP certification highly preferred.
Responsibilities
- Lead the end-to-end implementation of Treasury Solutions products for Commercial clients, including planning, configuration, training, testing and go-live.
- Coordinate with internal Citizens teams to align implementation goals and client expectations.
- Act as the primary point of contact for clients throughout the implementation project life cycle – from kick-off through go-live.
- Review deliverables, validate configurations and ensure solutions meet business and technical acceptance requirements.
- Manage multiple concurrent implementations, ensuring adherence to scope, timeline and budget.
- Build relationships across various teams (Product, Sales, Support, Onboarding & Implementation SMEs) to facilitate seamless solution delivery.
- Manage updates per client requirements.
- Maintain up to date project documentation for internal and client communications throughout implementation.
- Monitor project milestones and update schedules to reflect implementation progress.
- Escalate delays or roadblocks to relevant stakeholders and drive resolution.
- Continuously manage and exceed client expectations.
- Proactively identify risks, manage concerns and ensure a high level of customer experience.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
