Technical Consultant I
About The Position
The Technical Consultant I supports the delivery and configuration of Alkami Digital Banking solutions by assisting with customer requirement gathering, solution discussions, and implementation consulting activities under the guidance of experienced team members. This role develops foundational expertise in digital banking functionality, implementation methodologies, and customer engagement practices while contributing to successful software onboarding and configuration outcomes. The position collaborates with customers, project managers, and technical teams to support implementation execution, troubleshoot routine issues, and ensure alignment with project requirements and delivery expectations. The Technical Consultant I builds technical and consulting proficiency through hands-on participation in implementation projects, customer discussions, and solution design activities across the implementation lifecycle.
Requirements
- 0–2 years of experience supporting software implementations, customer onboarding initiatives, technical consulting activities, or client-facing technology projects within SaaS, fintech, banking technology, or related environments.
- Bachelor’s degree in Information Systems, Computer Science, Business Technology, Finance, or a related field.
- Foundational understanding of software implementation, configuration, or customer onboarding concepts
- Strong written and verbal communication skills with customer-facing aptitude
- Ability to follow implementation procedures and document technical requirements accurately
- Basic analytical and problem-solving skills related to technical troubleshooting and implementation support
- Ability to manage multiple tasks and prioritize responsibilities effectively
- Experience collaborating within team-oriented project environments
- Attention to detail in documentation, configuration tracking, and customer communication activities
- Willingness to learn digital banking technology, implementation methodologies, and customer consulting practices
Nice To Haves
- Supporting SaaS, fintech, or digital banking technology projects through internships, coursework, or professional experience
- Familiarity with project management, ticketing, or collaboration tools such as Jira or Confluence
- Basic understanding of APIs, integrations, or technical configuration concepts
- Exposure to customer-facing support or technical consulting activities
- Interest in financial technology, banking operations, or digital transformation initiatives
Responsibilities
- Support implementation consulting activities by assisting with customer discussions, gathering implementation requirements, and documenting configuration needs for Alkami Digital Banking projects
- Assist with configuring Alkami platform functionality by applying documented implementation requirements and established best practices to support customer onboarding efforts
- Support implementation projects by coordinating assigned technical tasks, maintaining implementation documentation, and contributing to project milestone tracking activities
- Respond to routine customer and internal platform functionality questions by providing implementation support and escalating complex issues to senior team members when necessary
- Participate in customer meetings and virtual working sessions by documenting action items, tracking follow-up activities, and supporting communication between customers and implementation teams
- Assist with troubleshooting implementation and configuration issues by analyzing basic platform behaviors and collaborating with internal resources to support issue resolution
- Maintain implementation-related documentation by updating configuration records, customer notes, implementation details, and project tracking systems throughout project execution
- Support project risk tracking activities by identifying potential implementation concerns and escalating observations to project leadership when appropriate
- Collaborate with project managers, development teams, and implementation resources by supporting coordination activities and maintaining alignment on implementation priorities and customer needs
- Learn Alkami platform functionality, implementation methodologies, and industry best practices by participating in training sessions, shadowing customer engagements, and applying technical concepts in project work
- Support ticket management activities by monitoring assigned implementation tasks, updating issue statuses, and ensuring timely follow-up on customer requests
- Contribute to operational improvement initiatives by documenting recurring implementation questions, identifying workflow inefficiencies, and supporting process improvement discussions
- Manage multiple implementation responsibilities by balancing assigned project tasks, customer support activities, and implementation deliverables across concurrent engagements
Benefits
- remote-first environment
- unlimited paid time off
- 401(k) with employer match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
