Implementation Specialist - Banking & FinTech Solutions

Responsibilities

• Serve as the primary liaison between CSI and financial institutions during implementations, conversions, system upgrades, and technical service projects.
• Lead implementation projects for new conversions, cross-sell opportunities, mergers, and other high-profile customer initiatives.
• Configure software solutions and support end-to-end implementation activities either independently or as part of a larger implementation team.
• Develop, coordinate, and manage project plans, schedules, deliverables, and resources to ensure successful project execution.
• Facilitate project meetings, technical walkthroughs, testing activities, issue resolution, and cross-functional review sessions.
• Partner closely with Networking, Operations, Application Support, Engineering, Project Management, and Customer Success teams to ensure timely project delivery.
• Gather and document client requirements to support software development, implementations, and conversion efforts.
• Support system validation activities, test script development, file specification updates, production support, and test environment management as needed.
• Collaborate with CSI leadership and internal stakeholders to ensure customers successfully deploy and utilize CSI solutions.
• Participate in weekend and after-hours work when required to support customer implementations and project milestones.
• Utilize AI tools such as ChatGPT, Claude, and other emerging technologies to improve efficiency, project delivery, documentation, and customer support.
• Required Qualifications
• Bachelor's degree or equivalent combination of education and experience.
• Minimum of three (3) years of relevant experience in banking, fintech, software implementation, or a related field.
• Prior banking and/or fintech experience required.
• Experience using SQL for data analysis, troubleshooting, or implementation-related activities.
• Basic understanding of JSON.
• Understanding of relational database concepts.
• Experience using AI tools (e.g., ChatGPT, Claude) or a willingness to learn and incorporate AI into daily workflows.
• Strong communication, problem-solving, organizational, and customer relationship management skills.
• Ability to manage multiple priorities and thrive in a fast-paced, customer-focused environment.

Requirements

• Experience leading customer-facing software implementations, conversions, or technical projects.
• Knowledge of banking operations, core processing systems, and financial institution workflows.
• Experience working cross-functionally with technical and non-technical teams.
• Familiarity with project management methodologies and implementation best practices.
• For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.

Benefits

Additional Information

Job Description: CSI is seeking an experienced Implementation Specialist II to lead software implementation, conversion, and deployment projects for both new and existing customers. This role is responsible for delivering successful implementations of complex solutions, supporting strategic customer initiatives, and serving as a trusted advisor throughout the project lifecycle. Implementation Specialists II typically lead multiple smaller projects or a major, high-impact implementation involving CSI's most complex software solutions. Responsibilities may include customer data conversion, software configuration, testing coordination, go-live support, and post-implementation transition activities.

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