Implementation Specialist

U.S. Bank National Association • Minneapolis, MN

1d • Hybrid

About The Position

Implementation Specialists are responsible for onboarding new customers onto TravelBank’s solution. Responsibilities include: consultation to determine the best configurations for the client’s business needs; configuring the software with and for the customer; working with internal teams on complex technical integrations; tracking, managing and providing regular updates on the progress of an implementation project; ongoing communication with client-side and internal stakeholders throughout the process.

Requirements

• 5+ years of implementation, customer success, or customer support experience
• Meticulous attention to detail such as workflow and processes
• Knowledge of accounting/finance systems (e.g., Netsuite, Sage, QuickBooks) and accounting practices (e.g., monthly close, expense management, audit processes) preferred. If the prior knowledge isn’t there, this role must have the drive and aptitude to quickly get up to speed on core accounting concepts and processes.
• Strong interpersonal skills including clear communication and collaboration; ability to coach and train customers effectively
• Competence and comfort presenting to C-level executives
• Highly organized individual with the ability to handle multiple projects simultaneously on tight timelines
• Growth mindset with drive to continuously improve
• Bachelor’s degree, or equivalent work experience
• Typically eight or more years of relevant experience

Responsibilities

• Provide excellent customer service to your customers
• Leverage your deep product expertise to share best practices on how your customers may maximize value from their investment in TravelBank
• Acquire technical product knowledge through training, self-directed research and testing, and internal consultation
• Lead client-facing kick-offs, requirement gathering sessions and configuration review meetings
• Partner with internal and external technical teams to coordinate custom integration work
• Report on project status and blockers to Customer Success leadership during weekly meetings
• Train clients to a point where they are able to operate self-sufficiently and confidently on TravelBank’s platform
• Conduct webinars and group training sessions to onboard our smaller, more independent customers
• Share innovative ideas with peers and leadership on how to further enhance our thinking and focus on operational efficiency and innovation
• Cross-functionally collaborate with the Customer Success Management team to understand the client needs and requirements to ensure a timely and complete implementation process

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Senior