Senior Implementation Consultant

Branch

21h•$105 - $120•Remote

About The Position

As a Senior Customer Success Manager at Branch, you will manage onboarding and ongoing operational initiatives for some of our most strategic customers and partners. You will act as the subject matter expert of the relationship, be the go-to technical advisor for customers, and collaborate with various stakeholders to deliver world-class solutions and experiences. The right candidate will have experience leading enterprise-level engagements, managing the work of cross-functional project teams, and solving a variety of complex technical and operational problems.

Requirements

3-5 years of experience in enterprise project management, leading complex, cross-functional projects.
Experience in designing, testing, and deploying integrated solutions, with a technical understanding of APIs, webhooks, and deployment best practices.
Strong verbal communication and interpersonal skills, with the ability to communicate effectively with both technical and non-technical stakeholders.
Highly detailed in internal and external documentation, with a focus on maintaining accurate and comprehensive records.
Detail-oriented with the ability to think strategically and anticipate potential issues and risks.
Proven experience in developing and implementing new processes, best practices, and supporting resources to drive repeatability and operational efficiency.
Ability to solve complex technical and operational problems, with a strong focus on delivering exceptional customer experiences.

Nice To Haves

Financial, FinTech, HR industry experience
Experience in customer success, account management, or consulting
Familiarity with various project management tools
Understanding of data analysis and reporting tools

Responsibilities

Serve as a customer’s go-to technical advisor, owning day-to-day project management and escalation for an assigned book of business.
Act as the subject matter expert of the relationship and be willing to understand all facets of the partnership, from both business and technical perspectives.
Manage the overall project charter, collaborating with various stakeholders from Sales, Account Management, Marketing, Product, Engineering, Success, Risk, and Support to deliver world class solutions and experiences.
Maintain highly organized and comprehensive internal and external documentation.
Provide regular project updates to key stakeholders and executive management.
Participate in relevant client-facing meetings with key stakeholders, steering and influencing where necessary.
Negotiate customer requests while balancing needs with system capabilities, business impact, resources, and timelines.
Engage with technical stakeholders to solution, document, test, and deploy various integration workflows and configurations.
Partner with Account Management to continuously improve customer health, identify and execute on growth opportunities, participate in regular Executive Business Reviews, and align solution, servicing, and commercial needs as relationships evolve.