• Develop technical course content and webinars around products
• Be responsible for the design, utilization and improvement of emergency and incident management processes
• Develop and implement various techniques and procedures for process reviews, including development of online training content and exercise assessments
• Provide technical assistance to stakeholders in the support and delivery of emergency and incident management specific programs
• Create written requirements documents to detail system configuration required to meet client needs for emergency and incident response processes
• Configure products to meet requirements to meet client needs for emergency and incident response
• Develop and implement systems for tracking progress and documenting status of activities
• Identify and implement other staff development opportunities related to emergency preparedness and emergency response
• Support Emergency Operations Center (EOC) activations and participate as an active member
• Understand and be aware of information security policies and standards
• Inform the compliance officer or hotline of any information security issues
• Comply with company policies

Skills: Technical Training, Process Improvement, Incident Management, Online Content, Stakeholder Support, System Configuration, Progress Tracking, Staff Development

• Create, manage and track project plans and documentation associated with the delivery of new client setup and change orders for remittance processing clients
• Plan, make release scope decisions, manage issues to resolution, schedule development, configuration and testing, facilitate cross-team review and approval sessions, and lead technical walk-through with the client
• Conduct internal and external project meetings
• Manage project delivery through lifecycle stages from project initiation through project closure and tightly manage scope through the change control process
• Identify and document business requirements to ensure client's business needs are met
• Ensure client specification documents are kept up to date and accurate in accordance with implementation changes
• Provide consultation to clients on business problems to help identify solutions related to remittance processing
• Provide high-level estimates to clients for billable service hours, which may include vendor and custom development quotes
• Ensure statements of work are completed and signed for all billable projects
• Ensure all projects are billed upon completion

Skills: Project Management, Scope Control, Issue Resolution, Requirement Analysis, Client Consultation, Document Management, Cost Estimation, Change Management

• Meet with customers both in person and virtually to define solutions and transform business practices in accordance with software design
• Work in tandem with project managers to serve as the subject matter expert on implementation requirements and relevant technical information
• Identify technical challenges and provide recommendations for improvement, focusing on customer satisfaction and efficiency
• Provide solutions to configure, customize and integrate with products
• Implement solutions either through configuration combinations or custom code
• Communicate results and status to customers and project managers
• Work closely with development, configuration and project management resources to resolve complex technical issues related to ongoing projects
• Lead onshore and offshore resources to develop solution architecture by providing guidance, best practices and configuration reviews throughout the implementation
• Develop and deliver system training both internally and externally

Skills: Customer Solutions, Technical Expertise, Process Improvement, Product Integration, Solution Implementation, Status Reporting, Issue Resolution, Team Leadership

• Act as product owner for analytics implementation requests within the assigned projects or workstreams
• Serve as the subject matter expert for the Adobe Analytics platform, site tagging process and enterprise data layer taxonomy
• Collaborate with the analytics implementation team and various development vendors to implement site analytics tagging on web, mobile and app properties
• Design and build comprehensive Adobe site tagging specifications or requirements, along with quality assurance test plans for site tags
• Execute quality assurance or user acceptance testing of analytics site tags
• Actively participate in strategy, scrum sessions and Agile ceremonies
• Proactively manage implementation requests and defects within the ticketing system
• Partner with the analytics account managers to aggregate measurement and KPI success metrics to drive tagging requirements
• Identify, diagnose and troubleshoot site tag or tracking issues
• Ensure that data coming in and out of analytics systems maintain high integrity
• Validate web reporting enhancements or changes within web analytics tools
• Create automated data scans to monitor data integrity and identify tagging-related issues or defects
• Configure web analytics systems to ensure proper data capture and organization
• Take ownership of requests and projects as they are assigned
• Provide direction and guidance to junior analysts and new team members

Skills: Product Ownership, Adobe Analytics, Site Tagging, Quality Assurance, Agile Collaboration, KPI Analysis, Data Integrity, Team Guidance

• Be responsible for the consultation, project management, installation and setup of software solutions that best meet the client’s business needs
• Be responsible for client training and technical support throughout the implementation
• Act as project manager, working directly with clients to successfully implement software from beginning to end
• Prepare implementation documentation outlining the scope of work, project plan and surveys
• Consult with clients to understand their business processes and procedures and implement best practices
• Manage project scope to ensure client expectations are aligned with key objectives and deliverables
• Manage list of open deliverables and issues that are critical to obtaining client signoff to go live separately from minor issues and enhancement requests
• Ensure the highest levels of customer satisfaction from project inception to client testing and acceptance
• Set and manage expectations and drive to meet deadlines
• Ensure that the highest levels of service are provided by all parties involved and escalate 
• Be responsible for training and support during the implementation period
• Assist clients with training for key employees at the credit union and provide support via telephone and email throughout the implementation process

Skills: Project Management, Client Consultation, Software Installation, Implementation Support, Scope Management, Issue Tracking, Customer Satisfaction, Employee Training

• Provide implementation project management support to client institutions and processors to ensure customer expectations are exceeded
• Coordinate with internal partners to understand program setup requirements and manage new configurations and maintenance requests while meeting client expectations
• Manage routine and non-routine, moderately complex processing and change requests as well as support client initiatives
• Assess operational opportunities to increase service quality or efficiency
• Build and enhance positive working relationships with client institutions, processors and internal partners
• Represent client system and operational requirements to internal organizations
• Serve as a resource with stakeholders
• Coordinate with internal resources to ensure delivery on commitments
• Report client project accomplishments and deliverables to management regularly
• Create and update internal support documents to assist internal and external partners

Skills: Project Support, Client Coordination, Request Management, Process Improvement, Relationship Building, Requirement Analysis, Stakeholder Support, Documentation Management

• Provide overall guidance and supervision to the staff during work hours
• Act as the central point of contact and coordinate with partners within the firm, including service, operations and sales, to ensure completion of implementation and documentation requests within agreed service level agreements
• Address issues, concerns and escalations with a sense of urgency
• Identify process improvements and training requirements of the team
• Understand current processes and challenges to define a future state process and benefits with the goal of enhancing client experience, increasing automation, improving efficiency and reducing risk
• Establish the end-to-end control processes
• Develop process and system enhancement recommendations
• Ensure a client-centric approach is core across the team

Skills: Team Supervision, Partner Coordination, Issue Resolution, Process Improvement, Future Planning, Risk Reduction, System Enhancement, Client Focus

• Implement tracking tags and pixels across a portfolio of web properties and manage their deployment via an enterprise-level tag management system on behalf of a range of business stakeholders
• Ensure that applicable business compliance checks are completed for new tag vendors and liaise with the relevant business teams to support the completion of any relevant documentation
• Monitor the performance and impact of deployed tags and the wider tag management system, adjusting to improve site speed and maintain website performance
• Liaise with IT and development teams to ensure enhancements to the website’s data layer are implemented correctly and in a timely manner
• Validate changes made to the website’s data layer
• Update existing tracking tags and pixels to support new business requirements, ensuring that relevant data is passed to tag vendors to support new marketing campaigns and initiatives
• Support the digital optimisation programme through analysis of site performance using the digital analytics tool, creation of testing plans and analysis of test performance
• Work with the regions to identify best practices and facilitate implementation across the portfolio of sites
• Work closely with IT to ensure activities are communicated and aligned with other site developments
• Provide thorough quality assurance of new activities to eliminate the risk of a detrimental effect on site performance

Skills: Tag Implementation, Compliance Coordination, Performance Monitoring, Data Layer, Tag Updating, Site Analysis, Best Practices, Quality Assurance

• Analyze, assemble and complete custody documents for client fund and account openings or launches within project timelines
• Plan, execute and track completion of custody client documentation projects
• Perform ad hoc custody-related document projects
• Coordinate account and market documentation with vendors and clients
• Work closely with markets and internal partners to ensure understanding, provide updates of status and ensure accuracy of documents
• Be responsible for various types of project management in the account services space and manage cross-functional relationships with all teams
• Determine new work procedures and analyze complex and variable issues with significant departmental impact
• Ensure consistent delivery of high-quality service to customers by meeting or exceeding customer expectations, guided by service level agreements and efficiency or accuracy standards
• Ensure awareness and full compliance with internal processes, regulations, policies, guidelines, procedures and practices
• Establish and maintain close working relationships with clients and within the team to facilitate open and direct communication of issues, needs and queries so they may be responded to efficiently, promptly and professionally

Skills: Document Management, Project Planning, Ad Hoc, Vendor Coordination, Status Reporting, Procedure Development, Service Delivery, Client Relations

• Understand client requirements and implement them correctly
• Understand new customer requirements and ensure adequate support to new customer requirements and initiatives
• Monitor customer satisfaction and service levels and drive process changes
• Ensure a strong and robust processing environment with effective controls
• Establish risk management practices
• Maintain a strong culture of risk and controls in the team through various processes and checkpoints
• Deliver routine and defined tasks daily while developing knowledge of the broader context in which work is performed
• Operate with a limited level of direct supervision
• Act as subject matter expert to senior stakeholders and other team members
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding its clients and assets
• Drive compliance with applicable laws, rules and regulations, adhere to policy, apply sound ethical judgment regarding personal behavior, conduct and business practices, and escalate, manage and report control issues with transparency

Skills: Requirement Implementation, Customer Support, Service Monitoring, Process Control, Risk Management, Team Guidance, Compliance Adherence, Issue Escalation

• Validate and approve encryption keys and certificates submitted by clients for implementation or renewal
• Accurately and comprehensively note pending requests while tracking through resolution
• Research and respond to internal and external inquiries regarding the partner key management process
• Partner with a dedicated service to ensure awareness and client engagement of impending expirations
• Escalate to management and process stakeholders to address issues with high sensitivity
• Support the development and maintenance of policies, procedures and training materials
• Ensure client satisfaction and confidence in products and services while adhering to departmental standards
• Maintain and regularly test the controls implemented to ensure accuracy and prevent fraudulent activity

Skills: Encryption Management, Request Tracking, Inquiry Response, Client Engagement, Issue Escalation, Policy Development, Customer Satisfaction, Control Testing

• Meet with clients during the implementation cycle to understand their requirements, data, processes and systems, and make recommendations on how to implement products or services
• Undertake scheme analysis and system configuration
• Support the production of requirement documentation
• Participate in client meetings and project status calls
• Liaise with clients, third parties and internal departments
• Undertake data analysis and testing tasks
• Support the technical development of technology platforms through participation in new and enhanced developments
• Provide support to the line manager in the effective management of staff
• Facilitate internal and external system training

Skills: Client Consultation, System Configuration, Requirement Documentation, Stakeholder Liaison, Data Analysis, Technical Support, Staff Management, System Training

• Act as the single point of contact for the client during implementation and coordinate with appropriate business partners and team members to ensure delivery of products and services within agreed timeframes
• Provide assistance to various internal partners to influence decisions related to developing solutions while ensuring audit and risks are mitigated
• Build solid working relationships with customers and internal partners
• Ensure client account opening requests and activities have been subject to appropriate business approval criteria per credit risk and document control or risk management criteria
• Update projects to ensure accurate tracking through management reports on a weekly or monthly basis
• Closely monitor cycle times for all product setups, seeking to shorten each process
• Drive process improvements by working closely with the team and functional partners to continually improve the client onboarding process
• Attend meetings and training to continue development and enhance knowledge of cash management products, processes, and technologies
• Make decisions that affect the outcome and delivery of actual implementation deadlines and milestones

Skills: Client Coordination, Risk Mitigation, Relationship Building, Account Approval, Project Tracking, Process Optimization, Onboarding Improvement, Product Knowledge

• Develop and maintain customer journey maps and service blueprints and continuously trace them back to strategic and operational objectives, metrics and improvement initiatives
• Work closely with leadership and staff across the organization to build a shared, cross-functional understanding of the end-to-end claims process, including identification and assessment of current or emerging opportunities, pain points, root causes and solutions
• Support enterprise and operational initiatives by embedding design thinking and analysis across all critical customer touchpoints and interactions
• Work across the organization to develop VOC or VOE feedback mechanisms and analyze trends to drive actionable, customer-centric insights, design and decision-making
• Partner with claims data and analytics, marketing and functional business areas to synthesize and promote a cross-functional view of KPIs and trends across all customer listening paths
• Support programs such as governance, committees, training, employee recognition and internal newsletters
• Organize and maintain the knowledge library in collaboration with other departments
• Operate and execute with minimal guidance or direction and a high degree of autonomy

Skills: Journey Mapping, Process Analysis, Design Thinking, Feedback Analysis, KPI Monitoring, Program Support, Knowledge Management, Autonomous Execution

• Conduct data analysis and manage assigned distribution implementation projects
• Provide usage and pricing analysis
• Forecast demand and communicate to the customer by utilizing the PO history
• Collaborate with branches to review customer inventory and make adjustments
• Ensure all facets of the implementation timeline come in on time
• Communicate issues with implementations and develop a strategy to progress forward, and follow through with the action plan developed
• Gather and analyze trends or unusual performance with implementations
• Determine root cause and communicate to leadership
• Review and convert customer item files to a usable format that will be used by corporate sales and sales, and used as the master file
• Maintain consistent updates of the master file and implementation project tracker
• Communicate effectively with the customer, sales team and internal departments on open issues, potential obstacles, project progress and overall completion rates
• Conduct conference calls to educate customers on processes, timelines and required actions to achieve project completion
• Act as a resource to sales staff and the customer on all major account implementations
• Assist with live customer presentations during the implementation process, either locally at the corporate office or at a customer's on-site visit
• Manage and support on-site customer command centers the week of go-live

Skills: Data Analysis, Project Management, Demand Forecasting, Inventory Review, Timeline Management, Root Cause Analysis, File Conversion, Customer Communication

• Lead customers during the product evaluation phase of products
• Provide on-site training of both software and hardware products to end users
• Provide on-call support during evaluation and rollout phases to answer questions and provide troubleshooting steps to resolve issues 
• Serve as a product subject matter expert during product evaluations and rollout
• Identify additional use cases for products
• Actively participate in customer on-site business activities with the goal of driving user adoption of products
• Partner with the sales team to establish KPI benchmarks and success criteria for product evaluations
• Drive issue resolution both internally and externally to remove barriers that prevent user adoption of products
• Provide on-site customer support during the demonstration or evaluation process
• Lead process evaluation and recommend steps to integrate products into customer standard operating procedures
• Ensure effective follow-up both internally and externally is practiced on a timely basis
• Design and refine demonstration strategy that will scale to support rapid growth of interest from customers
• Summarize demonstration experience and results per customer location or event
• Monitor and report on product usage, issues and customer feedback and report to necessary stakeholders
• Communicate customer product requests to the product team for roadmap consideration
• Ensure proper maintenance and delivery of demonstration units
• Provide regular updates on evaluation performance metrics to internal stakeholders and customers
• Remain proficient regarding updates to products, services and processes

Skills: Product Evaluation, Onsite Training, Oncall Support, Use Case, User Adoption, KPI Benchmarking, Issue Resolution, Customer Feedback

• Execute an implementation plan that is standard or has been customized to fit a customer’s needs
• Engage with the customer business, operations, technology and QA teams to understand scope and challenges, and communicate in a timely manner to the internal teams
• Execute implementation plans for multiple customers in parallel
• Partner with clients on implementation testing needs, requirements and questions
• Maintain detailed documentation on each customer’s progress
• Maintain detailed issue lists for each customer engagement, prioritize based on criticality for the customer, communicate with the product team internally and manage customer expectations with regard to resolution timelines
• Identify the customer testing needs with regards to testing infrastructure and test data
• Regularly update the implementation handbooks for new product features
• Create and maintain test data for each customer engagement
• Understand the product strategy at all times and the potential impacts to each customer engagement
• Maintain a proactive, energized relationship with the customer to ensure a positive overall experience
• Identify client needs that may translate to potential product enhancements and communicate internally in a timely manner
• Conduct walkthroughs and demonstrations during the implementation cycle for different teams within the customer organization to clarify understanding of product features, workflow or other aspects of the integration
• Participate in product testing and support cycles 
• Establish an in-depth understanding of the product and the various parts that constitute the loan franchise
• Assist other team members with client engagements 

Skills: Implementation Planning, Client Engagement, Parallel Execution, Testing Support, Issue Management, Documentation Maintenance, Product Demonstration, Customer Relations

• Perform software support and implementations for clients via telephone, email and web-based contact channels
• Deliver professional and timely client and internal communications regarding current implementation and support cases
• Track, organize and document all product and support-related activities
• Develop and maintain a full understanding of products and services and stay abreast of relevant industry trends and best practices
• Handle mission-critical projects during and after implementation
• Analyze network issues, understand the flows and dependencies, and discuss them with the network engineers
• Be accountable for driving production incidents to resolution by analyzing and coordinating with the required parties and always acting as the owner and leader of the situation
• Discuss technical issues with support engineers and developers
• Recreate problems locally and debug the code to identify underlying defects
• Perform a technical evaluation of the defects
• Understand the impact of changes across the application

Skills: Software Implementation, Client Communication, Activity Tracking, Product Knowledge, Issue Analysis, Incident Resolution, Technical Collaboration, Defect Evaluation

• Implement projects for existing and new clients, ensuring efficient and timely delivery
• Develop creative solutions to meet client requirements
• Provide feedback to internal departments for enhancements to data and products
• Work closely with the sales engineers and other teams within RIMES to ensure that the RIMES feeds meet the client’s specifications
• Ensure the quality of data delivered
• Create scalable templates that reflect best implementation practices
• Provide feedback, make suggestions, and identify areas of improvement to enhance the efficiency of the implementation process
• Resolve increasingly complex issues in creative and effective ways
• Align with and support CW’s Client Engagement Model
• Deliver accurate, timely, and thorough responses at Level 1 to routine and non-standard inquiries in both written and verbal contexts
• Handle corner cases with a high level of autonomy and efficiency
• Identify opportunities for improvement and spearhead solutions within global delivery
• Apply nuanced methodologies and use cases to problem solving
• Understand and apply Clearwater's core value proposition (aggregate, reconcile, report) in general and specific contexts
• Act as a single point of contact for project managers to provide reporting and validation data, including joining project calls, analyzing data, troubleshooting, and providing weekly status reporting
• Create and run reports in Tableau, SumoLogic, Monday, Salesforce, Datadog, and QuickSight
• Liaise between support and implementation teams for institutions pre- and post-go-live
• Maintain data gathering and data integrity

Skills: Project Implementation, Solution Development, Data Quality, Template Creation, Process Improvement, Issue Resolution, Status Reporting, Data Integrity

• Participate in projects at customer sites or provide work remotely
• Perform assignments that require the use and application of standard principles, theories and concepts of a professional engineering and IT discipline
• Conduct technical demonstrations and support presales presentations and product demonstrations
• Conduct basic, advanced, administrative and customized customer training
• Provide solutions to highly complex customer application problems
• Develop process documentation and collaborate with product teams to produce documents, test features and workflows
• Support the solution architect in understanding the customer's needs in order to provide customized solutions
• Follow the sample operating procedure and leverage the knowledge base acquired during ILT and the material available
• Work alongside senior members or individually to assist in the smooth integration and transition of processes
• Participate in client and requirement clarification calls
• Communicate in a timely manner with to lead and onshore counterpart
• Create and maintain necessary project documents (i.e., UTP)
• Implement ideas for process improvements and automation
• Support process SLAs and adhere to the defined workflow
• Implement cybersecurity tools and services
• Align the implementation resources on all cybersecurity projects
• Provide quality assurance on projects to verify implementation accuracy
• Serve as an internal facilitator between departments
• Provide the high-end customer service expected by clients
• Adhere to reporting, SLAs, and requirements in contracts
• Demonstrate impeccable communication with clients, co-workers, and vendors
• Create, document, and update processes for the implementation team

Skills: Onsite Support, Technical Demonstrations, Customer Training, Problem Solving, Process Documentation, Requirement Clarification, Cybersecurity Implementation, Quality Assurance

• Experience in technology, engineering, or analytics-related fields.
• Utility or energy-related field experience.
• Familiarity with performing business analysis.
• Knowledge of SQL, databases, and general data technologies.
• Knowledge of visualization and data prep tools.
• Strong analytical, critical thinking, and problem-solving skills.
• Track record of excellent customer service skills and the ability to influence.
• Possesses strong to expert Excel skills.
• Strong organizational, time management, and communication skills.

Qualifications: BS in Information Technology with 4 years of Experience

• Experience with Salesforce.
• Previous experience in a restaurant.
• Proficiency in Google Suite applications (mail, calendar, drive, sheets) required.
• Superb organizational skills and the ability to move quickly from one task to another while ensuring all tasks are complete on time and at a high standard of quality.
• Professional verbal and written communication skills.
• Positive, helpful customer service skills.
• Basic computer technical proficiency.
• Quick and accurate typing skills.
• Ability to work both independently and in groups.
• Ability to effectively use Google Meet, Zoom, and other remote meeting applications.

Qualifications: BA in Business Administration with 2 years of Experience

• Experience in customer-facing projects, client support roles, or the IT service industry.
• Experience with Microsoft Windows Workstation and Server operating systems, physical and virtual environments.
• Experience with peripheral deployments.
• Previous customer service experience.
• Basic understanding of data communications and LAN/WAN.
• Strong analytical problem-solving ability.
• Strong verbal and written communication skills (internal and client-facing).
• Excellent follow-up skills, attention to detail.

Qualifications: BS in Computer Science with 3 years of Experience

• Technical understanding in the field of plant construction, mechanical engineering, or process engineering.
• Knowledge in systems analysis and project engineering.
• Knowledge of WEB technology.
• Basic knowledge in the field of plant engineering or the owner-operator business is beneficial.
• Basic knowledge of information management (document and data management).
• Knowledge of databases (Oracle, MS SQL).
• Programming knowledge (e.g., VB, .NET, JavaScript, Angular).
• Basic industrial understanding.
• Expertise in operating systems (MS Windows) and CAD or CAE.

Qualifications: BA in Economics with 6 years of Experience

• Previous experience in an IT/configuration role or holds an IT qualification.
• Experience of working with SQL and HTML.
• Experience of working with MS Access and/or PHP.
• Strong knowledge of global employee benefits.
• MS Office (Word/Excel) to intermediate level.
• Strong problem-solving skills.
• Strong interpersonal skills.
• Excellent communication skills, both verbal and written.
• Be able to provide technical support by phone or email to internal colleagues.
• Ability to work in isolation/manage own work priorities.

Qualifications: BS in Management Information Systems with 4 years of Experience

• Experience with relational database principles and SQL querying
• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income
• Knowledge of investment accounting policies and procedures
• Dynamic problem-solving skills and an innate sense of curiosity
• Proficient in Excel, including VBA, Pivot Table, Power Query, etc.
• Excellent organizational and interpersonal skills
• Project management skills
• Ability to concisely convey information through verbal and written communication

Qualifications: BA in Communication Studies with 5 years of Experience

• Experience working as part of a team
• Experience leading client meetings and communications
• Strong analytical and creative problem-solving abilities
• Comfort with Microsoft Excel, familiarity with basic Excel functions
• Organization, effective time management, and the ability to multitask
• Ability to work under tight deadlines
• Ability to adapt to rapidly evolving situations
• Strong sense of personal responsibility and ownership over work
• Willingness and love of learning new technology, new processes and procedures, and new business models

Qualifications: BS in Data Analytics with 4 years of Experience

• Experience as an IT support analyst.
• Knowledge of IBM DB2 database software and various versions of Windows Server operating systems.
• Proficiency in Microsoft Word, Excel, Visio, Pivot Tables, and other web-based applications.
• Strong oral and written communication skills supporting a required ability to articulate clear ideas and strategies.
• Excellent presentation skills and comfort in leading groups.
• Strong analytical, problem-solving/troubleshooting, and project management skills.
• Ability to work in a correctional environment.
• Ability to travel on business.
• Ability to receive correctional facility security clearance.
• Ability to successfully pass pre-employment company or facility background check, motor vehicle record check, and drug screening.
• Pro-active self-starter who can work well with people at all levels, both inside and outside of the Keefe Group organization and the correctional facility in a professional manner.

Qualifications: BA in International Business with 5 years of Experience

• Experience in IT or system configuration/implementation.
• Technical experience with ASP, ASP.NET, HTML, JavaScript, SQL, and MS SQL Server.
• Experience in SQL, MS SQL Server Management Studio.
• H&W benefits and/or payroll experience.
• Experience using a config tool rather than starting with a blank screen.
• Knowledge of a sort of programming.
• Excellent communication, organizational, and interpersonal skills.
• Excellent time management skills and the ability to manage multiple assignments.
• Be able to read and interpret technical documentation.
• Be able to review logs and debug processing.
• Reliable, consistent, flexible, and adaptable.

Qualifications: BS in Software Engineering with 6 years of Experience

• Client-facing project or implementation analyst experience.
• Experience in financial services/wealth management/banking.
• Professional experience in enterprise SaaS software implementations.
• Previous experience in investment management software or fintech implementations.
• Experience with Agile, CI/CD, Jira, and Confluence.
• Familiarity with brokerage, banking, or advisory technologies and workstations.
• Business process management (BPM) / systems development lifecycle (SDLC) knowledge.
• Excellent oral and written communications and client service skills.
• Ability to manage expectations of a wide and varied group of stakeholders.

Qualifications: BA in Project Management with 7 years of Experience

• Experience in a direct customer/client project or support involvement.
• Experience in direct customer/client project or support involvement.
• Working knowledge of branch front-end functions and processes in the financial services industry, including bank operations, teller, new account, and item processing.
• Strong analytical and troubleshooting abilities.
• Creative problem-solving skills.
• Strong self-motivation with excellent time management skills, including the ability to work on time-sensitive projects to meet deliverables by the expected due date.
• Analytical skills to assess client business needs, identify solutions, and manage requirements.
• Strong time management and organizational skills.
• Excellent communication skills, both written and verbal.
• Proficiency with MS Office Suite.
• Active listening skills to understand and document meetings and conversations.
• Ability to work on multiple projects at the same time.
• Ability to work independently and collaboratively.
• Ability to exercise appropriate judgment/decision-making skills to ensure client success.
• Self-motivated with self-accountability and strong organizational skills to effectively manage time, projects, and follow-up.

Qualifications: BS in Industrial Engineering with 6 years of Experience

• Experience in Software configuration, build, and testing
• Experience working in a professional services or support role
• Prior Event Management experience
• Experience working with data (data collection, organization, integrity)
• Experience in managing and working closely with third-party vendors
• Experience fostering collaboration and teamwork across cross-functional teams
• Superior communication skills, both written and verbal
• Ability to think strategically to ensure platform configuration supports implementation goals
• Ability to work on multiple projects at once, set priorities, work independently, problem solve, improvise, and function as part of a team that often performs under pressure
• Team player skills at both managing and working as part of a team

Qualifications: BA in Operations Management with 4 years of Experience

• Experience working with software implementation and/or consulting in financial services
• Successful experience with client interaction, building and maintaining relationships
• Knowledge of accounting principles, with a general understanding of banking/loans.
• Familiarity with SQL
• Strong understanding of data models
• Excellent oral, written, interpersonal, and presentation skills. 
• High proficiency in Microsoft Office products, especially Excel
• Self-motivated with the ability to independently prioritize multiple tasks and manage time effectively
• Willingness and curiosity to learn new technology and processes

Qualifications: BS in Network Engineering with 3 years of Experience

• Working experience in an analytics, finance, or sales support role
• Strong knowledge and experience using Excel or other analytics tools
• Understanding of key company metrics and processes
• Payment processing industry experience 
• Database and SQL query knowledge and experience 
• Process and project management skills 
• Strong attention to detail and good problem-solving skills
• Ability to manage multiple priorities and customer requests
• Ability to work in a fast-paced environment
• Ability to contribute to process change

Qualifications: BA in Organizational Leadership with 2 years of Experience

• Experience in a warehouse, Supply Chain, 3PL, or MIS role
• Experience with supply chain execution applications (e.g, warehouse management systems, transportation management systems, order management systems, etc.) 
• Warehouse operational experience with strong tech aptitude and an interest in problem-solving
• IT experience with strong communication skills and interest in getting more into the Warehouse Operations side
• Proficiency with Microsoft Word, Excel, Visio, Project, PowerPoint, and Outlook
• Ability to learn and become proficient with new software systems
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
• Ability to write routine reports and correspondence
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Ability to communicate with various levels of organization, as well as various levels of customer organizations
• Ability to work within moderate to little supervision from a more senior leader or manager.

Qualifications: BS in Information Systems with 5 years of Experience

• Financial planning and analysis (go-to-market experience)
• Investor Relations experience
• Spreadsheet and ERP system experience 
• Solid understanding of Microsoft Excel
• Practical knowledge in problem solving through statistical analysis or with large data sets (such as in derivatives, structured finance, business analytics, or in a similarly demanding and analytical role)
• Outstanding communication skills, excellent interpersonal skills, both oral and written, and the ability to build as well as deliver effective presentations
• Excellent oral and written communication skills
• Skill with Business Intelligence (BI) reporting tools
• Critical thinking, problem-solving, ability to work independently

Qualifications: BA in Marketing with 6 years of Experience

• Experience using MS Office products, including Excel and Visio
• Experience in an IT Implementation Analyst role.
• Experience in technical work 
• Knowledge of technical language, such as SQL and XML Path 
• Average interactive, planning, time management, and detail skills
• Strong customer service and organizational skills required, strong conflict resolution skills
• Strong attention to detail
• Strong verbal and written communication skills
• Ability to work in a fast-paced, deadline-oriented, and customer-oriented environment
• Be able to work effectively in a dynamic team environment
• Ability to learn and utilize new procedures and processes quickly
• Be able to work with little supervision, but know when to escalate problems
• Ability to quickly analyze and troubleshoot issues
• Ability to work effectively with customers during high-pressure situations

Qualifications: BS in Business Information Technology with 5 years of Experience

• Experience with business analysis, solution design, and the successful completion of project-based tasks will be required to be successful.
• Work experience in financial services, financial operations, software operations, or related fields.
• Basic knowledge of databases, schema, etc., with basic SQL skills
• Knowledge of supply chain management or supply chain finance.
• Working knowledge and understanding of SaaS onboarding and implementation.
• Ability to drive requirements-gathering sessions, risk analysis, mitigation plans, and progress update meetings.
• Be able to build trust with the counterparties to become a trusted advisor (eliminate/reduce escalation process).
• Ability to work with multiple cross-functional groups, including business and technical teams.
• Ability to work on numerous different assignments at one time with demonstrated follow-through, attention to detail, and commitment to customer service.

Qualifications: BA in Supply Chain Management with 4 years of Experience

• IT Infrastructure Library (ITIL) and/or Project Management Professional (PMP) certification
• Experience in Information Technology 
• Experience in analysis, installation, configuration, and troubleshooting of proprietary software
• Experience in project management and customer-facing technical troubleshooting
• Experience in financial services software and solutions programming, installation, certification, issue resolution, business requirements gathering, technical design, technical presentation, and proven experience in a customer-facing role
• Previous experience in the Finance industry
• Attentive to detail and analytical, and able to communicate client needs to technical staff
• Strong problem-solving, negotiation, and documentation skills
• Basic understanding of database management.
• Fluent with products like Microsoft Office and Google Suite.

Qualifications: BS in Computer Engineering with 7 years of Experience

• Experience with technical integrations and APIs
• Previous level of sales experience
• Working knowledge of Card Scheme policies and practices
• Working knowledge of the Acquiring Industry.
• Good knowledge of QuickBase Applications and Excel
• Good understanding of NCR business and processes
• Proficient with Excel and pivot tables
• Proficient with the Quick Base application
• Proficient in English with good communication skills, French
• Interpersonal skills to work alongside NCR partners
• Ability to work alone as well as part of a team
• Ability to work within tight deadlines

Qualifications: BA in Management with 5 years of Experience