Team Leader - Implementation & Training
About The Position
This is a high-impact leadership role for someone who excels at guiding teams, driving complex system conversions, and building strong customer relationships across the credit union industry. Synergent is seeking an ideal candidate to lead the team responsible for delivering exceptional implementation, conversion, and training experiences for credit union partners. You’ll oversee the strategy, coordination, and execution of training programs, core conversions, mergers, and product deployments—while empowering your team to deliver consistent, scalable, and customer-focused service. This role is perfect for a leader who thrives in dynamic environments, enjoys developing people, and brings strong technical and communication skills to complex customer engagements. You’ll be at the center of major system transitions that shape how credit unions serve their members. Your leadership ensures teams are empowered, customers feel supported, and implementations run smoothly from planning through go-live and beyond.
Requirements
- Cross-Functional Communication — Skilled at coordinating internal and external resources.
- Business Process Analysis — Proficient in discovery, modeling, analysis, and performance management.
- Technical Systems Knowledge — Understanding of networks, databases, and financial systems; Symitar, loans, general ledger, or payments experience is a plus.
- Training & Facilitation Expertise — Ability to design, develop, deliver, and evaluate training programs across multiple environments.
- Strong Interpersonal Skills — Able to present complex information clearly to diverse audiences.
- Technical Proficiency — Comfortable with standard PC programs and learning new systems quickly.
- Organization & Prioritization — Skilled at managing multiple responsibilities in a fast-moving environment.
- Adaptability — Able to shift priorities quickly and thrive amid change.
- Continuous Learning — Eager to expand knowledge and stay ahead of industry changes.
- Critical Thinking — Able to evaluate problems and implement effective solutions.
- Growth Mindset — Willingness to take on new challenges and lead by example.
Nice To Haves
- Symitar, loans, general ledger, or payments experience
Responsibilities
- Team Leadership & Coaching — Mentor and develop the Implementation & Training team; set clear expectations; promote accountability, customer ownership, and continuous learning.
- Implementation & Conversion Leadership — Oversee conversion, merger, and deployment initiatives; coordinate planning, data validation, system setup, testing, and go-live readiness.
- Training Strategy & Learning Enablement — Direct scalable, engaging training programs for credit union partners and Synergent staff across onsite, virtual, and asynchronous formats.
- Customer Relationship & Escalation Leadership — Build trusted relationships, lead issue resolution, and provide proactive, consultative guidance throughout implementation and support cycles.
- Cross-Functional Collaboration — Partner with Project Management, Client Success, operations teams, and vendors to align priorities and support seamless project execution.
- Operational Oversight & Process Improvement — Monitor workflows and service queues; identify opportunities to streamline operations and strengthen quality assurance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
