Treasury Implementation Analyst

UnitedHealth Group•Draper, UT

3d•$72,800 - $130,000•Remote

About The Position

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum Bank, we are transforming the way financial and banking services are delivered through innovative technology, customer-focused solutions, and modern banking capabilities. We are seeking a Treasury Implementation Lead to support the onboarding and implementation of treasury and banking solutions for clients utilizing Optum Bank products and Banking-as-a-Service capabilities. This role serves as the primary liaison between clients, business stakeholders, and technology teams to facilitate successful API integrations, connectivity setup, and onboarding activities. The ideal candidate combines implementation experience, solid communication skills, and financial services knowledge to help clients successfully integrate with Optum Bank's ecosystem. This position is focused on implementation delivery, client onboarding, stakeholder coordination, and relationship management rather than hands-on software development or architecture ownership. The successful candidate will be comfortable working independently, managing multiple priorities, and guiding customers through the implementation lifecycle from onboarding through production readiness. You’ll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.

Requirements

2+ years of experience supporting software implementations, customer onboarding, treasury, banking, payments, financial technology, or related solutions
2+ years of experience working with API integrations, system connectivity, data exchange processes, or related technical implementations
2+ years of experience coordinating projects, onboarding efforts, or implementation activities involving multiple stakeholders
Experience gathering business requirements and translating customer needs into implementation or configuration requirements
Experience working directly with customers, clients, or business partners in a client-facing capacity
Demonstrated ability to manage multiple priorities and execute effectively with limited supervision
Proven ability to communicate technical concepts to business and non-technical stakeholders
Proven solid organization, problem-solving, and stakeholder management skills
Demonstrated ability to work independently and drive work forward with minimal direction

Nice To Haves

Bachelor's degree in Business, Finance, Information Systems, Technology, or a related field
Experience supporting treasury management, cash management, commercial banking, payments, or financial services solutions
Experience supporting Banking-as-a-Service (BaaS) platforms or API-driven banking solutions
Experience supporting treasury payment ecosystems, including ACH, wire transfers, liquidity management, or account services
Experience with core banking platforms such as Finxact, Fiserv, or similar technologies. Finxact experience
Experience in consulting, implementation services, customer success, professional services, or delivery-focused environments
Exposure to event-driven architectures, APIs, microservices, or integration technologies

Responsibilities

Lead customer onboarding and implementation activities related to treasury and banking API integrations
Serve as the primary point of contact for clients throughout the onboarding, implementation, and integration lifecycle
Partner with product, technology, operations, and business teams to support successful implementation of treasury and Banking-as-a-Service solutions
Guide clients through API onboarding, connectivity setup, configuration activities, and implementation requirements
Gather, analyze, document, and validate business requirements, workflows, and integration specifications
Coordinate implementation milestones, project deliverables, dependencies, and issue resolution across internal and external stakeholder
Support implementation of treasury payment capabilities, including balance reporting, transaction reporting, ACH processing, wire transfers, and related banking services
Communicate project status, timelines, risks, and dependencies while ensuring alignment among stakeholders
Monitor implementation activities and proactively identify opportunities to improve onboarding processes, implementation efficiency, and client experience
Act as a trusted partner to clients by translating technical concepts into business-friendly language and helping navigate integration requirements
Independently manage assigned implementation activities while collaborating effectively across multiple business and technology teams