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Implementation Specialist - Project Manager, hybrid schedule

CPI Card Group
life insurance, short term disability, long term disability, tuition reimbursement, 401(k), remote work
United States, Tennessee, Nashville
Aug 29, 2024

Implementation Specialist - Project Manager, hybrid schedule
Job Locations

US-TN-Nashville


Job Category
Operations

ID
2024-9415

Shift
US - Weekday days



Overview

The Implementation Specialist will support CPI's production requirements and processes internally. They will apply knowledge of internal requirements/systems when analyzing customers' provided data specifications and requirements, ultimately recommending efficient and effective implementation plans for new products, programs, and/or customers.



Responsibilities

    Establish positive relationships with assigned clients to implement large-scale conversions based on client-determined criteria
  • Establish user accounts and provides log-in credentials, receives, uploads, and validates client data, configures features, and provides end-user training
  • Assist clients with maintaining high levels of efficiency and accuracy through all stages of implementation
  • Create and provide system or implementation process documentation
  • Conduct thorough needs-analysis for assigned conversions or projects, seek support from internal customers based on needs, and provide solutions
  • Suggest feature or functionality changes or enhancements to product management based on client feedback
  • Escalates concerns or issues to the account management team
  • Generate output for client review and approval
  • Create and distribute implementation timelines to internal customers and external clients for approval and use throughout conversion
  • Coordinate internal resources required for conversion and facilitate effective information exchange between client and internal customers
  • Serve as project manager for efficiency improvements
  • Act as an empowered liaison between external clients and internal customers to provide exceptional service to clients
  • May provide pre-sales or proof-of-concept assistance to the sales team or prospective clients during the sales cycle


Qualifications

  • Strong analytical problem-solving skills, identifying and resolving unique problems
  • Experience in delivering client-focused solutions based on client needs
  • Proficient in Microsoft Excel and Word
  • Ability to troubleshoot issues and determine root cause
  • Ability to act with effectively act with limited information and maintain agility when new information is presented
  • Demonstrated ability to establish and maintain effective relationships with external clients
  • Demonstrated ability to solve problems, determine appropriate actions and complete projects with minimal direction
  • Skilled in managing multiple concurrent projects, activities and tasks under time constraints
  • Acumen to facilitate productive meetings and drive outcomes
  • Willingness to perform additional tasks which may be outside of the defined role to grow the business and ensure client satisfaction
  • Outstanding administrative proficiency and customer service skills

Requirements:

  • Bachelor's in Business Administration or Finance, or equivalent experience
  • Minimum of 2 years' experience customer service and/or project management
  • Previous commercial or retail banking experience is preferred

Physical Demands:

  • This is a Hybrid position; ability to work from home and be onsite in the office; work a minimum of 40 hours per week;
  • Hours are minimum 40 hours per week during company's regular business hours however evening and/or weekend work may be required as job duties demand;
  • Work is in a typical office environment; prolonged sitting required (1-2 hours at a time); ability to move around the office to attend meetings; deliver items; gather supplies; set up meetings; etc. lifting up to 20 lbs occasionally.
  • Work environment: Usual office setting; close contact with employees for long periods of time. The noise level in the work environment is usually minimal.
  • Position may require minimal travel by car and/or plane.

This role requires the ability to work from home in a virtual environment, where the following is required;

  • reliable high-speed internet access (hotspot not acceptable)
  • dedicated distraction-free home work environment

Company Overview:
CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.

Benefits:
Competitive pay rates and an inclusive, empowering and rewarding culture.
Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.

CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.

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