• Review incoming work requests and assign the work in a manner that ensures timely responses and completion of each request.
• 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-upon timeframes.
• Drive regular client meetings or calls to review the project against the plan.
• Assist various internal partners in influencing decisions related to developing solutions while ensuring audits and risks are mitigated.
• Build solid working relationships with customers and internal partners.
• Provide support to team colleagues.
• Ensure client account opening requests or activities have been subject to appropriate business approval criteria, per JPM credit risk and document control or risk management criteria.
• Update projects, ensuring 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 working closely with the team and functional partners to continually improve the client onboarding process.
• Attend meetings and training to continue development and to enhance knowledge of cash management products, processes, and technologies.
• Manage a team of implementation analysts or associates.

Skills: Project coordination, Client relationship, Risk management, Process improvement, Team leadership, Stakeholder engagement, Account management, Performance tracking

• Working with new clients in demonstrating the software platform system and features, and full roll-out of the system for the client.
• Onboarding new clients to the system successfully.
• Attending internal meetings and conference calls to review customer progress.
• Gathering customer requirements and creating user stories.
• Testing and troubleshooting the setup for the platform and creating tickets.
• Generating and managing customer cases with the internal product owner.
• Liaising with internal support managers to ensure hardware installation and support.
• Liaising with the internal product or operations team on improving the processes.
• Supporting training sessions, classroom-based, Webex, or telephone.
• Planning, structuring, and delivering training sessions in the implementation manager's absence.

Skills: Client onboarding, Software demonstration, Requirement gathering, User training, System testing, Case management, Process improvement, Troubleshooting support

• Lead and manage a portfolio of clients from the late stages of the sales process through product implementation.
• Assess and track overall status, risks, timelines, expectations, and other key project metrics for each client.
• Conduct comprehensive training sessions that demonstrate the product’s features for new users.
• Take ownership over the implementation process, drive efficiencies, and continuously improve the overall client onboarding experience.
• Assist in updating and managing in-app guides to ensure user understanding and adoption.
• Mine opportunities for deeper engagement, client retention, and expansion.
• Collaborate with account management and support teams to execute a seamless handoff after implementation.
• Connect and collaborate with colleagues in product, sales, and marketing to champion innovative methods and processes that move Debtbook forward.

Skills: Client management, Project tracking, Product training, Process improvement, Onboarding experience, User engagement, Cross-functional collaboration, Client retention

• Maintain product line knowledge while promoting service excellence.
• Respond to unscheduled customer calls and emails in a professional, friendly, timely, and helpful manner.
• Communicate effectively with executives, end users, and internal staff.
• Support customers by providing maintenance, monitoring, and oversight of core configurations for the life of their account.
• Maintain records of communication, issues, and remedial actions taken, and follow case tracking, service activity, and service procedures.
• Attain the skills needed to evaluate and determine requirements for the setup or alteration of configurations to meet customer goals and workflow requirements.
• Manage bi-directional communication with customers to attain information necessary to update application configurations.
• Develop and maintain internal documentation processes, procedures, and change control mechanisms.
• Participate in all necessary customer meetings.
• Collaborate with others in the organization to ensure successful solutions for issues.
• Recommend new or modified internal processes to serve new purposes, improve workflow, customer satisfaction, and product quality, and determine requirements to execute.
• Present product enhancement requests and possible solutions to the management team.
• Perform basic SQL queries and analyze software specifications to troubleshoot issues.
• Continue education and professional development.

Skills: Product knowledge, Customer support, Effective communication, Configuration management, Case tracking, Process improvement, SQL querying, Troubleshooting analysis

• Work closely with project coordinators as a mentor for continued development and ensure first-line issues and problem resolution, utilizing independent judgment and critical thinking skills.
• Collaborate with the implementation supervisor and management in staff development, new staff training, provide input into performance reviews, and guide to address issues.
• Manage all assigned daily operations and recommend new processes and enhance current processes to strengthen efficiency.
• Ensure follow-through to complete open action items due by the project team and consult with internal departments and subject matter experts for issue resolution.
• Lead supplier transition activities, including initial supplier contact, creation of supplier RFI content, ensuring all enrollment documents are compliant, and conducting supplier forums or information sessions.
• Prepare and distribute weekly client meeting agendas, capture meeting minutes, and action items from weekly internal and external implementation meetings.
• Be responsible for the ownership of the project data, including collection from various sources, combining the data to create a comprehensive source, ensuring the data is accurately validated, and using independent judgment to solve data discrepancies to ensure accuracy and compliance.
• Execute, collaborate, and deliver tasks for multiple concurrent implementations.
• Prepare and conduct worker, manager, and supplier trainings in person, via video conference, or through recorded training videos.
• Travel to customer sites to participate in requirements meetings, new hire orientations, trainings, program launch and stabilization, and operational functions.
• Ensure all pending tasks are completed or properly transitioned to client services during the stabilization phase, and create a clear understanding through documentation or provide training for tasks transitioned to client services.
• Facilitate internal and external meetings and provide control versions of any necessary documents for the meetings.
• Participate in the creation of customer-facing program documentation, presentations, or demos.
• Perform quality assurance to ensure that data conversion, application setup, and configuration meet customer business requirements.
• Maintain implementation documents and internal shared drive documentations.
• Provide ad hoc reporting to the implementation team and operations.

Skills: Mentorship support, Staff training, Process optimization, Issue resolution, Supplier management, Data validation, Meeting facilitation, Quality assurance

• Implement Private Client Investment Committee (PCIC) policy decisions via trade order generation in separately managed individual client accounts.
• Review portfolios following client account investment guidelines and or restrictions.
• Monitor account cash levels and manage incoming and outgoing cash flows by executing transactions.
• Collaborate with Client Portfolio Managers and Client Service Associates to execute portfolio implementation of new accounts, prepare portfolio review and analysis for client meetings, trade order entry for closing accounts, and analyze and recommend low-basis securities for charitable gifting.
• Execute tax loss harvesting strategies by the Client Portfolio Manager and the PCIC.
• Create ad hoc reports on client portfolios that include gains or losses and odd stock monitoring.
• Establish a strategic plan with Client Portfolio Managers to transition accounts towards the PCIC policy weights.
• Analyze portfolio characteristics and attribution.
• Design and enhance portfolio implementation analytics.

Skills: Portfolio management, Trade execution, Cash management, Account implementation, Tax strategies, Performance analysis, Strategic planning, Data reporting

• Work alongside the implementation lead to stand up and launch in new markets, eventually expanding to multiple markets and strategic partners.
• Be responsible for implementing capabilities to support collaboration while maintaining excellent client satisfaction.
• Identify and raise risks and issues related to new market implementation.
• Contribute to the Implementation Playbook, driving to improve the quality, efficiency, and effectiveness for the planning of subsequent implementations across key work streams, resource needs, staffing, and delivery timelines.
• Develop an understanding of local Medicaid and federal Medicare Advantage program components concerning how value-based providers drive performance for Medicaid and Medicare Advantage health plans.
• Support regional operating teams in ensuring seamless knowledge transfer, collaboration, and communication among different stakeholders.
• Motivate the teams to deliver exceptional work via the development of a team-based collaborative environment, embodying culture and values.
• Support the implementation lead in project plans, documentation, administrative support, and organization of internal and external stakeholders.

Skills: Market launch, Client satisfaction, Risk management, Process improvement, Regulatory knowledge, Stakeholder collaboration, Team motivation, Project coordination

• Lead workstreams per customer implementation.
• Create and maintain a project timeline and plan.
• Execute project plan segments, including design of workflows, sourcing of rapid response partners, training of clients and partners, and go-live support.
• Present analysis and recommendations to internal teams and the client.
• Proactively identify issues, troubleshoot, and facilitate issue resolution.
• Manage upward by communicating progress and challenges, requesting guidance, presenting potential solutions, and identifying next steps.
• Communicate effectively with different levels of internal and customer stakeholders regarding information needs.
• Be responsible for leading broad work groups of customer stakeholders (clinical, operational, and technology) to inform the overall project key milestones.
• Lead trainings and workgroups for customer stakeholders and rapid response partners.
• Discuss and provide workflow solutions and ensure understanding of the virtual hospital workstreams through hands-on training.

Skills: Workstream leadership, Project planning, Workflow design, Data analysis, Issue resolution, Stakeholder communication, Training delivery, Solution development

• Create and maintain project plans detailing key milestones of the client onboarding process.
• Organize and lead weekly status meetings with clients for the duration of an implementation.
• Maintain relationships and operational workflows with prime brokers and trading counterparties.
• Coordinate the review of the fund's organizational documents.
• Maintain security pricing matrices and client affirmation packets.
• Coordinate external client access to proprietary systems.
• Participate in operational due diligence meetings and reviews.
• Execute ad hoc projects and reports for senior management that promote overall client satisfaction.

Skills: Project planning, Client onboarding, Relationship management, Document review, Data management, System coordination, Due diligence, Client satisfaction

• Work on the design and implementation of the art forecast and valuation models in wholesale credit.
• Be responsible for the development, enhancement, and support of valuation and forecasting modeling frameworks and their delivery via a library.
• Work with technology and the business on the implementation and integration of models into the firm's delivery platforms.
• Understand the technical side of the platforms and partner to design and implement solutions that work well for the group's quantitative models.
• Work on designing, implementing, testing, releasing, and supporting the group's analytics library.
• Work on the design and implementation of the firm's next-generation stress and risk analytics platform for wholesale credit alongside technology and the business.
• Develop and manage project plans to ensure the timely completion of implementations.
• Build and maintain proper project documentation.
• Hold team meetings to provide visibility to the client project’s progress, deadlines, goals, objectives, and issues.
• Develop and maintain strong interpersonal relationships and collaborative skills with relevant team members in order to complete tasks and project deliverables.
• Problem-solve complex implementation concepts for clients.
• Look for ways to improve the process of delivering solutions to clients.
• Lead the customer implementation process from start to finish.
• Be responsible for onboarding new enterprise-level customers to the AspireIQ platform.
• Partner closely with prospective and new customers to understand their objectives, map their priorities, and build out an implementation plan that is tailored to ensure they achieve success on the platform.

Skills: Model development, Platform integration, Analytics implementation, Project management, Documentation management, Team collaboration, Process improvement, Client onboarding

• Assist new customers in the creation and setup of their accounts.
• Lead new customers through their data migration process.
• Write data revisions and test data integrity with customers.
• Evaluate and escalate any potential issues customers may encounter.
• Continually educate in an ever-changing technology environment.
• Provide product feedback from customers to the leadership and product teams.
• Scope, install, and configure proprietary security system.
• Travel to customer sites in company-provided transportation.
• Interface with customer personnel, developing relationships, and demonstrating systems.
• Represent the company professionally in appearance and demeanor.
• Work with Blender, ArcGIS, and Open Street Maps to create 3D models.
• Work closely with Implementation Specialists to add or update templates, automation workflows, forms, and lists in accounts.
• Recreate and design email templates on behalf of customers.
• Create plan documents and any necessary legal contracts for onboarding and transitioning customers.
• Create custom employer or employee materials.
• Assist the implementation specialist with general customer correspondence.
• Monitor participation in the plan as enrollment begins.

Skills: Account setup, Data migration, Data testing, Issue escalation, Product feedback, System configuration, Client training, Template design

• Possess technical certification.
• Experience in implementation.
• Experience with MS Office tools such as Excel, Word, and PowerPoint.
• Experience working directly with customers and end users.
• Prior experience in the restaurant industry.
• Previous experience in a related technology field.
• Prior experience with software configuration.
• Experience with customer support, troubleshooting, analysis, and or resolution.
• Excellent communication skills.
• Ability to effectively communicate and present across multiple business functions.
• Ability to work effectively without supervision.
• Ability to travel to customer sites.

Qualifications: BS in Information Systems with 4 years of Experience

• Experience with practice management or EHR implementation and training.
• Experience in technical project management in a healthcare setting.
• Prior experience in a hospital or physician office setting, including knowledge of physician office workflow and processes.
• Experience with project management tools.
• Extensive project coordination experience.
• Knowledgeable about extended medical terminology.
• Excellent organizational skills.
• Conflict management skills.
• Problem-solving skills with a proven track record.
• Excellent communication and client-facing skills.
• Ability to work with different levels of clinical personnel, including providers.
• Ability to implement EMR and or practice management systems.
• Ability to work in a very fast-paced and changing work environment.
• Ability to work independently and as a team member.
• Process-oriented with the ability to drive a project to completion.
• Must comply with HIPAA rules and regulations.

Qualifications: BA in Business Administration with 7 years of Experience

• Experience in EMR or EHR training, or implementation.
• Experience working as a transcriber in a medical practice.
• Working knowledge of physician billing, clinical, and operational workflows for both inpatient and outpatient settings.
• Sound analytical and problem-solving skills.
• Strong computer literacy and the comfort, ability, and desire to advance technical knowledge and understand industry standards.
• Excellent verbal and written communication skills.
• Good analytical, logical, research, and problem-solving skills.
• Ability to operate primary office equipment and computers.
• Ability to adhere to organizational policies and procedures.

Qualifications: BS in Computer Science with 5 years of Experience

• Experienced in seeing a project through from start to completion.
• Experience with healthcare technology or software, delivering or developing training, project management, clinical research, or clinical trials.
• General knowledge of and ability to apply ERP system concepts, understand the business process, and accounting principles and procedures.
• Proficient in MS Excel, MS PowerPoint, and Adobe Acrobat.
• Good project management and methodology to provide and manage professional services.
• A team player able to interact with other departments.
• Be able to analyze problems, find root causes, and propose solutions.
• Ability to positively interact with all levels of the company and with others outside the company.
• Ability to maintain a high degree of tact, professionalism, and confidentiality.

Qualifications: BA in Communications with 6 years of Experience

• Experience in client account management.
• Research-oriented, exceptional organizational skills, and attention to detail.
• Technology-literate, including Microsoft Office and G Suite.
• Excellent presentation, verbal and written communication, listening, and consultative skills.
• Be able to understand and implement client MSAs or SOWs as they relate to client service (onboarding calendar, payroll calendar).
• Ability to quickly assimilate information, with operations across 185+ countries, there is a lot to learn.
• Be able to prioritize effectively and work autonomously while coordinating with an international team.
• Strong consultative customer service and project management style.
• Drive, strong work ethic, and a passion for creating an unparalleled customer experience.
• Interest in and a passion for international business and contributing at a consistently high level.

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

• Experience with municipal debt and familiarity with bond math.
• Experience in software product implementation.
• Excellent analytical, problem-solving, and decision-making skills.
• Exceptional written communication skills.
• Highly organized with a high level of accuracy and attention to detail.
• Proficient in all Microsoft Excel functions, including formulas and functions.
• Strong proficiency in data manipulation and analysis in Excel.
• Ability to relate to individuals and groups with widely varying backgrounds, perspectives, education, and skills.
• Empathetic, positive attitude with a commitment to the client’s success.
• Comfort in a fast-moving startup environment, where uncertainty, ambiguity, and change are present.

Qualifications: BA in Economics with 6 years of Experience

• Work experience in areas such as a top consulting firm, healthcare analytics or technology, or SaaS.
• Healthcare provider, payer, and or life sciences experience.
• Strong analytical problem-solving skills and ability to distill critical insights, with advanced Excel and PowerPoint skills critical, and SQL and or SAS skills preferable.
• High attention to detail and ability to produce high-quality outputs.
• Demonstrated flexibility and adaptability relative to thriving in ambiguous, constantly changing, high-pressure environments.
• Ability to build strong relationships and foster teamwork with customers and internal team members.
• Ability to work collaboratively in an interdisciplinary team environment.
• Ability to communicate complex ideas effectively, both verbally and in writing.
• Self-motivated, organized, and capable of managing multiple responsibilities to successful completion.

Qualifications: BS in Data Analytics with 7 years of Experience

• Experience with Microsoft Excel and or Google Sheets, able to analyze and manipulate large data sets.
• Interest in maps and physical or cultural geography.
• Experience with web mapping platforms such as Google Maps and Bing Maps.
• Experience working with or familiarity with bug tracking systems.
• Experience working with or familiarity with customer relationship management tools such as Salesforce.
• Keen attention to detail and accuracy in thinking and execution.
• Excellent communication skills, including listening, verbal, and written.
• Ability to work both independently and as a member of a cross-functional team, with some remote work.
• Ability to thrive in a fast-paced, dynamic environment with competing priorities.
• Enthusiasm for expanding knowledge and skills.

Qualifications: BA in Project Management with 4 years of Experience

• Previous professional experience or internship experience in marketing, client services, eCommerce, project management, and or SaaS.
• Experience in a client-facing role or a project management role.
• Experience navigating complex processes, tight timelines, and changing environments.
• Excellent verbal and written communication skills and EQ, enjoying building relationships, overcoming challenges, and helping people solve problems.
• Familiarity with the digital marketing or MarTech landscape (ESPs, commerce platforms, tag managers, etc).
• Be able to quickly learn the ins and outs of Wunderkind’s technical integration.
• Attention to detail with the ability to project manage, set priorities, and stay organized when managing multiple client projects.
• Solutions-oriented with a healthy dose of humility.
• Interest in eCommerce and marketing technology as a field.

Qualifications: BS in Industrial Engineering with 3 years of Experience

• Experience in fraud prevention in an online consumer-facing high-transaction environment.
• Previous experience conducting group training or excellent presentation skills.
• Deep expertise in digital banks and digital solutions (spanning operational, enterprise, and web, mobile, and social platforms).
• Experience with manipulating data in Excel and Google Sheets.
• Accertify Interceptas platform knowledge.
• Excellent communication abilities, both written and verbal, including an excellent knowledge of the Microsoft Office Suite (PowerPoint, Word, Excel).
• Must be collaborative and solutions-oriented.
• Strong troubleshooting and problem-solving skills.
• Ability to troubleshoot issues with the tools provided.
• Ability to develop strong relationships with customers to deliver exceptional service and ensure that expectations are exceeded.
• Ability to work closely with Accertify subject matter experts to evaluate and identify emerging technologies or fraud trends and adapt new approaches and features.

Qualifications: BA in Marketing with 7 years of Experience

• Pharmacy experience and additional healthcare industry experience.
• Microsoft Excel experience, proficient in MS Office (Excel, Outlook, Word, PowerPoint).
• Exceptional organizational, prioritization, and time management skills.
• Excellent verbal and written communication skills.
• Superior problem-solving and analytical skills.
• Highly organized and motivated, with great attention to detail.
• Ability to listen and identify nuances in the client's business needs.
• Ability to exercise logical and critical thinking in problem-solving.
• Ability to work independently and within a team setting.

Qualifications: BS in Software Engineering with 4 years of Experience